Director, CFO Services; US Locations

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, support increasing cash and EBITDA, and 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.

PEPI – CFO Services – Director

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

• 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

• Ability to lead components of projects with multiple service lines and ability 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 work streams independently
• Design cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client’s 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

• 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

• 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 info gets captured and used, streamline processes
• Experience in Controllership, Finance and Accounting Advisory Services

• Graduate of accredited 4‑year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• Over 12 years of experience related to 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

The salary range is $150,000–$225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. A&M offers a discretionary bonus program based on individual and firm performance. Regular employees working 30+ hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages as well as a 401(k) retirement plan.

Employees who meet eligibility requirements also receive a discretionary contribution to their 401(k). Paid time off includes vacation, personal days, 72 hours of sick time (prorated for part‑time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days varies based on tenure and role type.

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. Our collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality,…