Associate, CFO Services
Core
Transform the finance and accounting function for private equity-backed portfolio companies by delivering sustainable improvements across people, processes, and technology to strengthen financial performance and enable informed decision-making.
Role type
Associate, CFO Services (Performance Improvement Consulting)
Builds
Financial models, cash flow forecasts, strategic recommendations, and operational efficiency plans for private equity portfolio companies.
Domain
Private Equity / Finance / Treasury / Liquidity Management
Required skills
Financial modeling, financial statement analysis, 13-week cash flow development, project management, Excel, PowerPoint, data synthesis, critical thinking, client relationship building
Preferred skills
CPA, CFA, Tableau, think-cell, Treasury/cash management, systems implementation
Technologies
Tableau, think-cell, Excel, PowerPoint
Responsibilities
Structure work plans and manage time-sensitive projects to completion; develop findings and make strategic recommendations; enhance operational efficiency and optimize cash flow and EBITDA.
Seniority
Mid-level (3-5+ years experience)