PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS) – 202001293-OTHLOC-Cj1bYfwd Position Available In Fulton, Georgia
Tallo's Job Summary: The PEPI Senior Associate, CFO Services role involves working with private equity portfolio companies to enhance business value. Responsibilities include data analysis, client interviews, financial modeling, and teamwork. Requirements include a relevant educational background and 3-7 years of experience in accounting, finance, or related fields. This position is open to all US locations.
Job Description
Description
PEPI – CFO
Services – Senior Associate
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 AnalysisDevelop information requests based on the specific project scopeLead client interviews and ask the right questions in order to gather meaningful dataIdentify information gaps through trend analysis, pattern recognitionInvestigate beyond the first logical answer and challenge preconceived beliefs with fact-based analyticsDeep dive into all relevant data, improve management reporting, and develop reliable and transparent forecastingDevelop storyline messages using supporting facts and analyses, ensure data and branding standards flows accurately and consistently throughout the presentationProject Management and ImplementationReview and provide inputs to all work products, and ensure that all client deliverables are presented logically and accuratelySet reasonable timelines/expectations and align such with clientDevelop financial models (three statement forecast, liquidity forecasting) and client presentations independently and accuratelyDevelop bespoke solutions with creative approaches during unprecedented timesTeamworkPromote a team environment where diverse ideas and opinions are encouragedShare knowledge and experience, provide coaching to teammatesFinancial AcumenAbility to build various financial models and provide insightful analysesAbility 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 required3-7 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
