PEPI Associate, CFO Services
Skills
AccreditationAnalyticsBusinessCritical ThinkingModelingOptimizationPE
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Graduate of an accredited 4-year college or university in accounting finance economics or a related area preferred
- 2-4 years of experience in accounting finance financial due diligence restructuring investment banking or private equity
- Experience building integrated financial models with strong Excel and PowerPoint skills
- Basic understanding of financial statements treasury cash management and trial balance relationships
- Ability to identify request process and validate data for fact-based analysis
- Strong critical thinking and independent analytical skills
Nice to have
- Detail-oriented
- Collaborative
- Self-directed
- Learning mindset
- Organized
Day to day
- Work with private equity portfolio companies to improve transparency into business drivers and performance
- Support liquidity and working capital optimization strategic analytics and performance measurement initiatives
- Perform hands-on data collection validation analysis and financial modeling to produce accurate client-ready outputs