Description PEPI CFO Services Associate:
Professional Experience - Solid understanding of finance and accounting, with a preference for CPA's
- Working with team members through a time-sensitive project by structuring a work plan and managing the process through to completion.
- Developing findings and making strategic recommendations.
- Strong financial modeling experience and solid understanding of financial statements - development of 13-week cash flows is preferred; experience with Tableau and think-cell software is a plus
- Treasury / cash management experience a strong plus
- Systems implementation experience a plus
Professional Skills - Synthesizing meaningful insights from data, opinions, or facts
- Strong written, oral and analytical skills
- Strong Excel and PowerPoint skills
- Structured project management (time, team and work-stream's management)
- Initiative and drive
- Critical thinking skills
- Ability to deliver time-pressured project on-time and on-quality
- Flexible and creative thinking
- Client relationship building
Qualifications - 7-10+ years of relevant work experience in Management Consulting, Investment Banking, Private Equity, Corporate Strategy or related field (e.g., Treasury, Sourcing, Supply Chain, Corporate Finance, etc.)
- Bachelor's degree or higher form of education from accredited 4-year institution
- Strong expertise with data and analytics tools such as Microsoft Excel, PowerBI, Alteryx, Tableau, etc.
- Flexibility to travel up to 80% of the time at short/immediate notice
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The salary range is $120,000-$160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
