PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)

Alvarez & Marsal - Boston, MA

Full-time - Mid Level

Boston, MA

Professional, Scientific, and Technical Services

About the position

The CFO Services Manager at A&M is responsible for providing strategic financial solutions to private equity portfolio companies. This role focuses on enhancing business performance through liquidity optimization, strategic analytics, and performance management. The manager will lead teams in data collection and analysis, guide client interactions, and ensure effective project management to deliver financial outcomes for clients.

Responsibilities

• Guide team members in information gathering and ensure all relevant sources are pursued.
• Lead client interviews and understand different stakeholders' perspectives.
• Identify knowledge gaps and challenge the status quo to develop better assumptions.
• Forecast liquidity needs and assess financial/accounting process inefficiencies.
• Present issues and opportunities clearly and concisely.
• Own and complete workstreams based on CFO Services pillars.
• Set and communicate client expectations consistently.
• Create actionable plans to optimize working capital and improve transparency.
• Identify risks and create contingency plans for projects.
• Leverage experience to guide and promote innovative thinking within the team.
• Maximize team contributions by recognizing current skill sets and providing coaching.
• Build and review financial models and provide valuable financial analysis.

Requirements

• Graduate of an accredited 4-year college/university with a concentration in accounting, finance, or economics (preferred but not required).
• 7-10 years of experience in Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity.
• Proficient in financial modeling, data analytics programs, and presentation skills.
• CPA, CFA, or Master's Degree preferred but not required.