PEPI: Senior Associate, CFO Services
3 weeks ago
Description
PEPI - CFO Services
Senior Associate
OVERVIEW:
A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.
CFO Services Provides the following pillar of services:
Liquidity & Working Capital Optimization
Strategic Analytics & Planning
Performance Measurement & Management
Business Transformation
Auxiliary Services: Accounting Remediation
PROFESSIONAL EXPECTATIONS:
Data Collection, Validation and Analysis
Develop information requests based on the specific project scope
Lead client interviews and ask the right questions in order to gather meaningful data
Identify information gaps through trend analysis, pattern recognition
Investigate beyond the first logical answer and challenge preconceived beliefs with fact-based analytics
Deep dive into all relevant data, improve management reporting, and develop reliable and transparent forecasting
Develop storyline messages using supporting facts and analyses, ensure data and branding standards flows accurately and consistently throughout the presentation
Project Management and Implementation
Review and provide inputs to all work products, and ensure that all client deliverables are presented logically and accurately
Set reasonable timelines/expectations and align such with client
Develop financial models (three statement forecast, liquidity forecasting) and client presentations independently and accurately
Develop bespoke solutions with creative approaches during unprecedented times
Teamwork
Promote a team environment where diverse ideas and opinions are encouraged
Share knowledge and experience, provide coaching to teammates
Financial Acumen
Ability to build various financial models and provide insightful analyses
Ability to understand the impacts to profit and balance sheet stemming from impacts to key operating levers
ACCREDITATION /EXPERIENCE:
Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
3-7 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
Experience in building integrated financial models and have strong Excel/PowerPoint skills
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