CFO Services Manager: Private Equity Value Creation

CFA Institute; Atlanta (GA); On-site; USD 120,000 - 190,000; Full time

Job summary

CFA Institute seeks a Manager for PEPI CFO Services to lead data collection, validation and analysis for private equity portfolio companies, driving liquidity improvements and long-term value creation. You will guide client interviews, forecast liquidity needs, and oversee workstreams with a focus on transparency, process improvement, and effective communication with senior management.

A strong background in accounting/finance, 7–10 years of experience, and professional credentials preferred but

Qualifications

• 7–10 years of experience in Accounting/Finance, due diligence, restructuring, or private equity.
• CPA, CFA, or Master's degree preferred but not required.
• Graduate degree or equivalent in relevant fields is advantageous.

Responsibilities

• Guide data collection and validation, develop better assumptions, and present issues clearly.
• Lead client interviews and forecast liquidity needs; assess processes for improvement.
• Own workstreams and manage project timelines, risks, and communications.
• Provide insights to senior management and board members through financial analysis.

Skills

Financial analysis

Data analytics

Leadership

Communication

Problem solving

Education

Bachelor's degree in Accounting or Finance

Tools

Financial modeling

Data analytics tools

Job description

CFA Institute seeks a Manager for PEPI CFO Services to lead data collection, validation and analysis for private equity portfolio companies, driving liquidity improvements and long-term value creation. You will guide client interviews, forecast liquidity needs, and oversee workstreams with a focus on transparency, process improvement, and effective communication with senior management.

A strong background in accounting/finance, 7–10 years of experience, and professional credentials preferred but