Director, CFO Services (OPEN TO ALL US LOCATIONS)

Description

PEPI - CFO Services - Director

Overview

A&M CFO Services work with private equity‑held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands‑on involvement in our clients' operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

CFO Services Key Pillars

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services: Accounting Remediation

Professional Expectations

Hypothesis / Scope Development

• Connect with client to facilitate information gathering
• Guide and facilitate client interviews and ensure all relevant data are considered and pursued
• Define type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Understand and develop framework given project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Ability to lead components of projects with multiple service lines and to lead smaller projects independently
• Proactively manage client’s expectations and minimize risks and negative impacts on project
• Develop straightforward actionable plans and lead individual workstreams independently
• Design cash‑generating initiatives, EBITDA improvements, optimal organizational structure to drive client value
• Anticipate risks and obstacles early on, create contingency plans and communicate timely with client
• Engage and work collaboratively with senior management; obtain buy‑in from senior management/board members on actionable plans

Leadership

• Leverage industry expertise, prior professional services experience to guide team and promote innovative and analytical thinking
• Take accountability for both client and team‑identified issues
• Build complimentary teams using individuals’ talents and capabilities

Financial Acumen

• Complete proficiency in financial modeling and financial statements analysis and accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to drive change management
• Interpret financial statements and understand how information is captured and used, and how to streamline the processes
• Experience in role of Controllership, Finance and Accounting Advisory Services

Accreditation/Experience

• Graduate of accredited 4‑year college/university with educational concentration in accounting, finance or economics (preferred but not required)
• Over 12 years of experience in Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• CPA, CFA, MBA, or Master’s Degree Preferred but not Required

Salary and Benefits

The salary range is $150,000-$225,000 annually, dependent on several variables including education, experience, skills, and geography. A&M offers a discretionary bonus program based on individual and firm performance. Regular employees working 30 or more hours per week are entitled to participate in A&M Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages; a 401(k) retirement plan with discretionary contributions; and paid time off such as vacation, personal days, 72 hours of sick time (prorated for part‑time), ten federal holidays, one floating holiday, and parental leave. Eligibility requirements and benefit details are determined from time to time.

Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply until the opportunity is filled.