Alvarez & Marsal - Kansas City, MO

posted about 2 months ago

Full-time - Mid Level
Kansas City, MO
Professional, Scientific, and Technical Services

About the position

The CFO Services Manager at A&M is responsible for working closely 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, thereby supporting the increase of cash flow and EBITDA. This role involves hands-on engagement with clients to ensure that private equity firms have credible financial plans and the capability to execute them effectively, leading to favorable financial outcomes. CFO Services encompasses several key areas, including Liquidity & Working Capital Optimization, Strategic Analytics & Planning, Performance Measurement & Management, and Business Transformation. Auxiliary services such as Accounting Remediation are also part of the offering. The Manager will be expected to guide team members in data collection, validation, and analysis, ensuring that all relevant information sources are explored. This includes leading client interviews, asking probing questions, and understanding the perspectives of various stakeholders. The role requires identifying knowledge gaps, challenging the status quo, and developing better assumptions. The Manager will pinpoint key business challenges, forecast liquidity needs, and assess financial and accounting process inefficiencies. It is crucial to present issues and opportunities clearly and concisely. Understanding accounting and finance process flows is essential to ensure improvements and value creation. In terms of project management, the Manager will own and complete workstreams based on the CFO Services pillars. This includes setting logical timelines and deliverables, managing client expectations, and employing actionable plans to optimize working capital and improve process transparency. Identifying risks and obstacles early and creating contingency plans are also vital responsibilities. Leadership is a significant aspect of this role, as the Manager will leverage their experience to guide and inspire the team to think innovatively. Recognizing the current skill sets of team members and maximizing their contributions is essential. The Manager will also share knowledge and provide coaching to teammates. Financial acumen is critical, as the Manager will build and review financial models, conduct valuable financial analyses, and evaluate accounting treatments. Providing insights and improvement initiatives to senior management and board members is a key expectation of this role.

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.
  • Pinpoint financial/accounting process inefficiencies and assess organizational design.
  • Present issues and opportunities clearly and concisely to clients.
  • Own and complete workstreams based on CFO Services pillars.
  • Set and communicate client expectations consistently throughout projects.
  • Employ actionable plans to optimize working capital and instill a liquidity-focused culture.
  • Identify risks and obstacles early, creating contingency plans as needed.
  • Leverage experience to guide and promote innovative thinking within the team.
  • Share knowledge and provide coaching to team members.
  • Build and review financial models and conduct financial analyses.

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 under pressure and meet tight deadlines.

Benefits

  • Competitive salary and performance bonuses.
  • Opportunities for professional development and training.
  • Flexible working hours and remote work options.
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