Alvarez & Marsal - Dallas, TX
posted 3 months ago
About the position
The Manager of CFO Services at PEPI will play 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 drivers and business performance, thereby supporting the increase of cash flow and EBITDA. This position involves hands-on engagement with clients to ensure they 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. In this role, the Manager will be responsible for data collection, validation, and analysis. This includes guiding team members in their information-gathering approaches and ensuring that all relevant sources of information are pursued. The Manager will lead client interviews, asking insightful questions to understand various stakeholders' perspectives, and will identify knowledge gaps while challenging the status quo. The ability to forecast liquidity needs accurately, pinpoint financial and accounting process inefficiencies, and assess organizational design is crucial. The Manager will ensure that issues and opportunities are presented clearly and concisely. Project management and implementation are also key components of this role. The Manager will own and complete workstreams based on the CFO Services pillars, ensuring that project approaches, timelines, and deliverables are logical and accurate. Setting and communicating client expectations consistently is essential, as is the ability to identify risks and obstacles early on and create contingency plans. Leadership skills are necessary to guide and promote innovative thinking within the team, maximizing each member's contribution and providing coaching as needed. Financial acumen is critical, as the Manager will build and review various financial models, conduct valuable financial analyses, and evaluate accounting treatments. The ability to provide 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 of information 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 to clients.
- Own and complete workstreams based on CFO Services pillars.
- Set and communicate client expectations consistently throughout projects.
- Create actionable plans to optimize working capital and improve transparency in processes.
- Identify risks and obstacles early, creating contingency plans as necessary.
- Leverage previous experience to guide and promote innovative thinking within the team.
- Build and review financial models and provide valuable financial analysis to senior management.
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 working with portfolio companies.
- Strong leadership and team management skills.
- Ability to work in a fast-paced, dynamic environment.
Benefits
- Competitive salary and performance bonuses.
- Comprehensive health insurance plans.
- 401(k) retirement savings plan with company matching.
- Paid time off and holidays.
- Professional development opportunities and training programs.
