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

Alvarez & Marsal - Morristown, NJ

Full-time - Manager

Morristown, NJ

Professional, Scientific, and Technical Services

About the position

The Manager of CFO Services at A&M plays a pivotal role in working with private equity-held portfolio companies to deliver solutions that enhance value preservation and generation. The primary objective is to improve transparency regarding key business drivers and performance metrics, ultimately supporting the increase of cash flow and EBITDA. This position involves hands-on engagement with clients to ensure that private equity firms have credible plans and the capability to execute and achieve desired financial outcomes. CFO Services encompasses several key areas, including Liquidity & Working Capital Optimization, Strategic Analytics & Planning, Performance Measurement & Management, Business Transformation, and Auxiliary Services such as Accounting Remediation. The Manager will be responsible for data collection, validation, and analysis, guiding team members in their information-gathering efforts, and ensuring that all relevant sources are explored. This role requires leading client interviews, asking insightful questions, and understanding the perspectives of various stakeholders. In addition to identifying knowledge gaps and challenging the status quo, the Manager will pinpoint key business challenges, forecast liquidity needs, and assess financial and accounting process inefficiencies. The ability to present issues and opportunities clearly and concisely is essential. The Manager will also oversee project management and implementation, ensuring that project approaches, timelines, and deliverables are logical and accurate. Setting and communicating client expectations consistently is a critical aspect of this role. Leadership is a key component, as the Manager will leverage their experience to guide and inspire the team, maximizing their contributions and providing coaching. Financial acumen is necessary to build and review financial models, conduct valuable financial analyses, and evaluate accounting treatments. The Manager will provide insights and improvement initiatives to senior management and board members, contributing to the overall success of the organization.

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.
• 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 obstacles early and create contingency plans.
• Leverage experience to guide and promote innovative thinking within the team.
• Provide coaching and share knowledge with teammates.
• 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.

Nice-to-haves

• Experience in private equity or investment banking environments.
• Strong leadership and team management skills.
• Ability to work in a fast-paced, dynamic environment.

Benefits

• Comprehensive health insurance coverage.
• 401(k) retirement savings plan with company matching contributions.
• Paid time off and holidays.
• Professional development opportunities and training programs.