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

Alvarez & Marsal - New York, NY

Full-time - Mid Level

New York, NY

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. The role focuses on enhancing business performance, improving cash flow and EBITDA, and ensuring effective execution of financial plans. The manager will lead data collection and analysis, guide project implementation, and foster team leadership to drive value creation for clients.

Responsibilities

• Guide team members in information gathering and ensure all relevant sources are pursued.
• Lead client interviews to 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 in a timely manner.
• 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.

Benefits

• Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity