OCFO/FP&A Consulting - Remote This Private Equity Consulting firm provides strategic financial advisory services to portfolio companies. They are seeking an experienced Senior Associate to join their OCFO/FP&A team. The ideal person has 3-7 years of experience in financial consulting, and reps building 13-week cash flow forecasts and 3-statement financial models from scratch. This person also needs deep expertise being in the weeds in financial statements/reports
Job Title: Senior Associate - OCFO/FP&A Consulting
Location: Remote
Company Overview: Our client, a leading Private Equity Consulting firm, is dedicated to providing strategic financial advisory services to portfolio companies. They are seeking a highly skilled and experienced Senior Associate to join their Office of the CFO (OCFO) and Financial Planning & Analysis (FP&A) team. This firm focuses on driving value creation and operational excellence across its portfolio.
Position Overview: The Senior Associate will play a pivotal role in supporting the financial operations and strategic initiatives of portfolio companies. The ideal candidate will have 3-7 years of experience in financial consulting, with a strong background in building 13-week cash flow forecasts and 3-statement financial models from scratch. This person also needs deep expertise being in the weeds in financial statements/reports (P&L, AP/AR).
Key Responsibilities:
• Develop and implement comprehensive financial strategies for portfolio companies.
• Build detailed 13-week cash flow forecasts from scratch to support liquidity management.
• Construct 3-statement financial models (income statement, balance sheet, and cash flow statement) from scratch to analyze financial performance and project future outcomes.
• Collaborate with senior management to identify operational inefficiencies and recommend corrective actions.
• Conduct financial analysis and due diligence to support strategic initiatives.
• Provide insights and recommendations to improve financial performance and drive value creation.
• Communicate effectively with stakeholders, including portfolio company executives, investors, and internal teams.
• Monitor and report on the progress of financial plans and adjust strategies as needed.
Qualifications:
• Bachelor's degree in Finance, Accounting, Business Administration, or a related field. MBA or relevant certification (e.g., CFA, CPA) is a plus.
• 3-7 years of experience in financial consulting, FP&A, or a related field.
• Proven experience in building 13-week cash flow forecasts and 3-statement financial models from scratch.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in financial modeling software and Microsoft Office Suite.
