PEPI: Manager, CFO Services; US Locations

OVERVIEW

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

PEPI - CFO Services - Manager

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

• Guide team members in information gathering approach and ensure all relevant sources of information are pursued.
• Guide and lead client interviews, ask inquisitive questions and understand different stakeholders' perspective.
• Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions.
• Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team.
• Ensure issues and opportunities are clearly and concisely presented.
• Understand accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation.

• Own and complete work streams based on the pillars of services CFO Services provides.
• Ensure project approach, timeline and deliverables are logical, reasonable and accurate.
• Set and communicate client's expectations consistently.
• Employ actionable plans to optimize working capital, instill a liquidity-focused culture, improve transparency in processes and organizations.
• Identify risks and obstacles early on, create contingency plans and communicate timely with the client.
  
  Leadership
  • Leverage previous experience to guide and promote the team to think innovatively.
  • Recognize the current skill set of team members and maximize their level of contribution.
  • Share knowledge and experience, provide coaching to teammates.
  Financial Acumen
  • Build and review various financial models, provide valuable financial analysis and evaluate accounting treatments.
  • Provide valuable insight and improvement initiatives to senior management and board members.
  Accreditation / Experience
  • Graduate of an accredited 4-year college / university with a concentration in relevant areas (accounting, finance, economics) preferred but not required.
  • 7-10 years of experience related to accounting / finance, financial due diligence, restructuring, investment banking or private equity.
  • Proficient financial models, data analytics programs, and presentation skills.
  • CPA, CFA, or Master's Degree preferred but not required.
  Equal Opportunity Employer

  It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws.
  
  Employees and applicants can find A&M policy statements and additional information by region here.