PE CFO Services Manager: Value & Liquidity Leader

CFA Institute; Miami (FL); On-site; USD 100,000 - 130,000; Full time

Job summary

CFA Institute is seeking a Manager for PEPI - CFO Services in Miami, Florida. This role involves working closely with private equity portfolio companies to drive financial performance through strategic analysis and hands-on management.

The ideal candidate will possess significant experience in accounting and finance, excellent project management skills, and the ability to lead teams effectively. A strong financial acumen is crucial for success in this position.

Qualifications

• 7-10 years of experience in Accounting, Finance, Investment Banking, or Private Equity.
• Proficient in financial models and data analytics programs.
• CPA, CFA, or Master's Degree preferred but not required.

Responsibilities

• Guide team in information gathering and client interviews.
• Own and complete workstreams based on CFO services pillars.
• Build and review various financial models for analysis.

Skills

Financial modeling

Data analytics

Project management

Leadership

Education

4-year college/university degree in relevant areas

Tools

Financial analysis software

Job description

CFA Institute is seeking a Manager for PEPI - CFO Services in Miami, Florida. This role involves working closely with private equity portfolio companies to drive financial performance through strategic analysis and hands-on management.

The ideal candidate will possess significant experience in accounting and finance, excellent project management skills, and the ability to lead teams effectively. A strong financial acumen is crucial for success in this position.