PE CFO Services Manager: Value & Liquidity Leader

CFA Institute; Dallas (TX); On-site; USD 95,000 - 130,000; Full time

Job summary

CFA Institute is seeking a PEPI - CFO Services - Manager based in Dallas, Texas. The role focuses on working with private equity portfolio companies, guiding teams in financial analysis and project management to improve business performance.

The ideal candidate will have significant experience in finance, project management, and strong leadership skills to influence team performance and client satisfaction. A mix of educational qualifications in finance and significant professional experience is preferred for success in this role.

Qualifications

• 7-10 years of experience in Accounting, Finance, or related roles.
• Proficient in financial models and data analytics programs.
• CPA, CFA, or relevant advanced degree preferred.

Responsibilities

• Guide team in information gathering and interviews.
• Identify financial inefficiencies and forecast liquidity needs.
• Lead client projects and ensure consistent communication.

Skills

Financial modeling

Data analytics

Project management

Leadership

Accounting knowledge

Education

Graduate of accredited 4-year college

Master's Degree

Job description

CFA Institute is seeking a PEPI - CFO Services - Manager based in Dallas, Texas. The role focuses on working with private equity portfolio companies, guiding teams in financial analysis and project management to improve business performance.

The ideal candidate will have significant experience in finance, project management, and strong leadership skills to influence team performance and client satisfaction. A mix of educational qualifications in finance and significant professional experience is preferred for success in this role.