Associate, CFO Services
Skills
AccreditationAnalyticsBusinessCritical ThinkingModelingOptimizationPE
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Bachelor's degree preferred in accounting finance economics or related field
- 2-4 years of experience in accounting finance financial due diligence restructuring investment banking or private equity
- Experience building integrated financial models
- Strong Excel skills
- Strong PowerPoint skills
- Basic understanding of financial statements treasury and cash management
- Ability to analyze trial balance accounts and cause effect relationships
- Ability to work with data validate calculations and produce reliable analyses
Nice to have
- Critical thinker
- Detail oriented
- Collaborative
- Analytical
- Self-directed
- Adaptable
Day to day
- Support private equity portfolio companies with financial and operational analyses that improve transparency and drive value
- Collect validate and reconcile data to produce accurate models reports and presentation materials
- Execute client tasks independently while managing tools templates and slide decks for clear implementation