PEPI: Associate, CFO Services (OPEN TO ALL US LOCATIONS) – 202202449-OTHLOC-Cj1bYfwd Position Available In Fulton, Georgia
Tallo's Job Summary: The PEPI Associate, CFO Services role focuses on supporting private equity held portfolio companies to enhance transparency, increase cash flow and EBITDA, and improve business performance. Responsibilities include data collection and analysis, project management, and financial acumen. Ideal candidates possess 2-4 years of relevant experience and a background in accounting, finance, or economics. This position is open to all US locations and offers competitive compensation. AandM CFO Services is hiring for this role.
Job Description
Description
OVERVIEW
AandM 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 and Working Capital OptimizationStrategic Analytics and PlanningPerformance Measurement and ManagementBusiness TransformationAuxiliary Services:
Accounting Remediation
PROFESSIONAL EXPECTATIONS
Data Collection, Validation and AnalysisIdentify, request, and process relevant data and information to complete fact-based analysesValidate all data used in calculations, reconcile models and reports individually and in aggregateThink critically, apply rules to independently produce accurate and reliable analysesCompile findings into cogent and digestible spreadsheet templates and presentation slidesProject Management and ImplementationExecute 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 errorSet up tools and to utilize client software / apps to access client dataTeamworkCollaboratively work with other team members, offer knowledge sharing opportunitiesView all interactions as a learning opportunityFinancial AcumenPossess 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 required2-4 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private EquityExperience in building integrated financial models and have strong Excel/PowerPoint skills#LI-LS1Equal Opportunity Employer
