PE CFO Services Manager: Value & Liquidity Leader

CFA Institute; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

CFA Institute is seeking a CFO Services Manager in Charlotte, North Carolina. This role will involve improving financial performance for private equity portfolio companies through effective project management and financial analysis.

The ideal candidate should have 7-10 years of relevant experience, strong financial acumen, and the ability to lead client interactions and team efforts. A background in accounting or finance is preferred, and relevant certifications such as CPA or CFA are advantageous.

Qualifications

• 7-10 years of experience in Accounting, Finance, or Private Equity.
• Ability to guide and lead team members in financial processes.
• Strong understanding of financial models and accounting standards.

Responsibilities

• Manage financial analysis and improvement initiatives.
• Guide clients in financial due diligence and restructuring.
• Develop and implement financial models for reporting.

Skills

Financial Modeling

Data Analytics

Project Management

Client Communication

Education

Bachelor's degree in accounting, finance, or economics

Tools

Financial Analysis Software

Job description

CFA Institute is seeking a CFO Services Manager in Charlotte, North Carolina. This role will involve improving financial performance for private equity portfolio companies through effective project management and financial analysis.

The ideal candidate should have 7-10 years of relevant experience, strong financial acumen, and the ability to lead client interactions and team efforts. A background in accounting or finance is preferred, and relevant certifications such as CPA or CFA are advantageous.