PE CFO Services Manager: Value & Liquidity Leader

CFA Institute; Philadelphia (Philadelphia County); Hybrid; USD 120,000 - 150,000; Full time

Job summary

CFA Institute is hiring a CFO Services - Manager in Philadelphia. In this role, you will manage client projects, provide financial analysis, and lead a team to optimize processes. Ideal candidates have 7-10 years of relevant experience and a strong background in accounting or finance.

You will be responsible for improving financial transparency and guiding clients through critical financial decision-making, all while fostering a collaborative team environment.

Qualifications

• 7-10 years of experience in accounting, finance, or private equity.
• Proficient in financial models and data analytics.
• Experience with Financial Due Diligence and Restructuring.

Responsibilities

• Guide team members in effective data collection and analysis.
• Manage project timelines, deliverables, and client expectations.
• Lead client interviews and identify business challenges.
• Develop actionable plans for financial improvements.

Skills

Financial analysis

Project Management

Data analytics

Team leadership

Accounting processes

Education

4-year degree in accounting, finance, or economics

CPA, CFA, or Master's Degree

Tools

Financial modeling software

Data analytics programs

Job description

CFA Institute is hiring a CFO Services - Manager in Philadelphia. In this role, you will manage client projects, provide financial analysis, and lead a team to optimize processes. Ideal candidates have 7-10 years of relevant experience and a strong background in accounting or finance.

You will be responsible for improving financial transparency and guiding clients through critical financial decision-making, all while fostering a collaborative team environment.