PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)
Core
Manager supporting private equity firms to improve transparency, increase cash and EBITDA, and execute financial outcomes for portfolio companies through hands-on operational involvement.
Role type
Manager, CFO Services (Private Equity)
Builds
Liquidity optimization plans, strategic analytics, performance measurement frameworks, and business transformation initiatives for PE portfolio companies.
Domain
Private Equity / Financial Services
Required skills
Financial modeling, data analytics, project management, stakeholder interviewing, process improvement, financial forecasting, accounting process analysis, team leadership, strategic planning
Preferred skills
CPA, CFA, Master's Degree, experience in restructuring or investment banking
Technologies
Financial modeling tools, data analytics programs
Responsibilities
Guide team in information gathering and client interviews; identify key business challenges and forecast liquidity needs; own and complete workstreams for CFO services pillars; build and review financial models; coach team members and maximize their contribution; present issues and opportunities clearly to senior management and boards.