Associate, CFO Services
Skills
AccreditationAnalyticsBusinessCritical ThinkingModelingOptimizationPE
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 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
- Financial modeling experience
- Basic understanding of financial statements treasury and cash management
- Ability to understand cause and effect relationships to trial balance accounts
- Graduate of an accredited 4-year college or university in a relevant field preferred
Nice to have
- Analytical
- Critical thinker
- Collaborative
- Detail-oriented
- Quantitative
Day to day
- Work with private equity portfolio companies to improve transparency, cash flow, and EBITDA outcomes.
- Support liquidity optimization strategic analytics performance measurement business transformation and accounting remediation efforts.
- Collect validate and analyze financial data build accurate models and present findings in clear spreadsheet and slide deck formats.