PE CFO Services Manager: Value & Liquidity Leader

CFA Institute; Washington (District of Columbia); Hybrid; USD 90,000 - 120,000; Full time

Job summary

CFA Institute is seeking a Manager for their PEPI - CFO Services team in Washington, DC. The role involves guiding clients in financial performance improvement through hands-on involvement and analysis. Candidates should have 7-10 years of experience in finance-related fields and be adept in financial modeling and data analytics.

The position requires strong leadership skills and the ability to identify risks and implement improvement initiatives. Preferred qualifications include CPA or CFA, although not mandatory.

Qualifications

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

Responsibilities

• Guide team in information gathering and ensure all relevant sources are pursued.
• Identify key business challenges and accurately forecast liquidity needs.
• Create actionable plans to optimize working capital and improve transparency.

Skills

Financial modeling

Data analytics

Financial analysis

Project management

Education

Graduate of accredited 4-year college/university

Tools

Data analytics programs

Financial models

Job description

CFA Institute is seeking a Manager for their PEPI - CFO Services team in Washington, DC. The role involves guiding clients in financial performance improvement through hands-on involvement and analysis. Candidates should have 7-10 years of experience in finance-related fields and be adept in financial modeling and data analytics.

The position requires strong leadership skills and the ability to identify risks and implement improvement initiatives. Preferred qualifications include CPA or CFA, although not mandatory.