PEPI: Associate, CFO Services Digital Finance; US Locations

Overview

A&M’s Private Equity Performance Improvement Services (PEPI) practice works with private‑equity‑held portfolio companies and provides 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. We support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

The practice includes the following pillars of services:

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services:
  Accounting Remediation

• Digital Finance Transformation expertise and proven implementation experience
• Track record in assessing finance and accounting functions, and implementing digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, finance analytics, NLG, predictive forecasting models
• Finance & accounting process improvement expertise & process automation
• Knowledge of digital finance tools and vendors
• Experience implementing digital tools for finance in large public corporations or mid‑size PE‑owned portfolio companies
• Expertise in building predictive forecasting models

• Connect with client to facilitate information gathering
• Guide and facilitate client interviews and ensure all relevant data are considered and pursued
• Define the type of analyses needed to prove or disprove assumptions, ensuring complete, accurate and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Understand and develop framework given project parameters
• Develop actionable conclusions from analyses
• Project management and implementation
• Lead components of projects with multiple service lines and lead smaller projects independently
• Proactively manage client expectations and minimize risks and negative impacts on project
• Develop straightforward actionable plans and lead individual work streams independently
• Design cash‑generating initiatives, EBITDA improvements, optimal organizational structure to drive client value
• Anticipate risks and obstacles early on, create contingency plans and communicate timely with client
• Engage and work collaboratively with senior management; obtain buy‑in from senior management / board members on actionable plans

• Leverage industry expertise and prior professional services experience to guide team and promote innovative and analytical thinking
• Manage client relationship during the project duration
• Take accountability for both client and team identified issues
• Build complementary teams using individuals’ talents and capabilities
• Financial acumen
• Complete proficiency in financial modeling, financial statements analysis and accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to drive change management
• Interpret financial statements and understand how information gets captured and used, streamline processes
• Experience in the role of controllership, finance and accounting advisory services

• Graduate of an accredited 4‑year college or university with concentration in accounting, finance, economics (preferred but not required)
• Experience in digital finance technologies, including RPA, predictive forecasting, finance analytics, NLG, data visualization
• 2-4 years of experience related to accounting/finance, financial due diligence, restructuring, investment banking or private equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• CPA, CFA, MBA, or master’s degree preferred but not required

The salary range is $90,000–$130,000 annually, depending on education, experience, skills, and geography. A&M offers a discretionary bonus program based on individual and firm performance. All regular employees working 30 or more hours per week are entitled to participate in our fringe benefits, including…