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

Alvarez & Marsal - Atlanta, GA

Full-time - Mid Level

Atlanta, GA

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 improved transparency, cash flow management, and operational involvement. The manager will lead teams in data analysis, project management, and financial modeling to support clients in achieving their financial goals.

Responsibilities

• Guide team members in data collection, validation, and analysis.
• Lead client interviews to gather insights and understand stakeholder perspectives.
• Identify knowledge gaps and challenge existing assumptions to improve processes.
• Forecast liquidity needs and assess financial/accounting process inefficiencies.
• Present issues and opportunities clearly to clients.
• Own and complete workstreams based on CFO Services pillars.
• Set and communicate client expectations consistently throughout projects.
• Develop actionable plans to optimize working capital and improve transparency.
• Identify risks and create contingency plans for project obstacles.
• Leverage experience to guide and promote innovative thinking within the team.
• Maximize team contributions by recognizing individual 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).