PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)
Core
Manager leading CFO Services for private equity portfolio companies to improve transparency, cash flow, and EBITDA through liquidity optimization, strategic analytics, and business transformation.
Role type
Manager, CFO Services
Builds
Financial models, liquidity optimization initiatives, strategic plans, and process improvement frameworks for PE portfolio companies.
Domain
Private Equity / Financial Services
Required skills
Financial modeling, data analytics, project management, stakeholder interviewing, financial due diligence, business transformation, liquidity management, process improvement, team leadership, financial acumen
Preferred skills
CPA, CFA, Master's Degree, experience in restructuring or investment banking
Technologies
Data analytics programs, financial modeling tools
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 to maximize contribution, present issues and opportunities to senior management and boards
Seniority
Manager, hands-on IC with team leadership
