PEPI: Associate, CFO Services; US Locations

CFO Services

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
• Identify, request, and process relevant data and information to complete fact-based analyses
• Validate all data used in calculations, reconcile models and reports individually and in aggregate
• Think critically, apply rules to independently produce accurate and reliable analyses
• Compile findings into cogent and digestible spreadsheet templates and presentation slides
• Project Management and Implementation
• Execute operational tasks independently (e.g., development of tools / templates for client use, tasks requested by client, slide deck development, etc.)
• Quality check one's own work product to ensure that it addresses the subject question, flows logically, and is free from error
• Set up tools and to utilize client software / apps to access client data
• Teamwork
• Collaboratively work with other team members, offer knowledge sharing opportunities
• View all interactions as a learning opportunity
• Financial Acumen
• Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts

Accreditation /

Experience:

• Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• 2-4 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