Director, CFO Services; US Locations

Position: Director, CFO Services (OPEN TO ALL US LOCATIONS)

Director, CFO Services (OPEN TO ALL 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.

CFO

Services 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, ensuring 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

• Lead components of projects with multiple service lines and independently lead smaller projects.
• Proactively manage client’s expectations and minimize risks and negative impacts on the project.
• Develop straightforward actionable plans and lead individual work streams independently.
• Design cash‑generating initiatives, EBITDA improvements, and optimal organizational structure to drive client value.
• Anticipate risks and obstacles early, 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 and prior professional services experience to guide the 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, financial statements analysis, and accounting treatments.
• Identify and drive P&L and balance‑sheet accountability.
• Utilize tools and resources to drive change management.
• Interpret financial statements and understand how information is captured and used; streamline the processes.
• Experience in the role of controllership, finance, and accounting advisory services.

ACCREDITATION / EXPERIENCE

• Graduate of accredited 4‑year college/university with a concentration in accounting, finance, economics, or related field (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.

COMPENSATION & BENEFITS

The salary range is $150,000–$225,000 annually, dependent on variables such as education, experience, skills, and geography. A&M offers a discretionary bonus program and fringe benefits for regular employees working 30 or more hours per week, including healthcare plans, flexible spending and savings accounts, life, AD&DD, disability coverage, and a 401(k) retirement plan with discretionary contribution. Additional paid time off includes vacation, personal days, 72 hours of sick time, ten federal holidays, one floating holiday, and parental leave.  

for more information regarding A&M’s benefits programs.

ESSENTIAL VALUES & EEO STATEMENTS

Inclusive Diversity: A&M fosters an inclusive environment guided by core values. Equal Opportunity

Employer:

Alvarez & Marsal’s practice is to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination based on protected characteristics.

#J-18808-Ljbffr