PEPI Manager - M&A Finance (Open to all US locations)

Part-time - Mid Level

Atlanta, GA

1,001-5,000 employees

Professional, Scientific, and Technical Services

About the position

Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement, and corporate advisory services. We are seeking to expand our Private Equity Performance Improvement (PEPI) - M&A team. With more than 3,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem-solving and value creation. Our PEPI practice focuses on serving upper middle market and large cap private equity firms to improve operating results at their portfolio companies, which typically range from $50 million to over $1 billion in revenue. Our PEPI services include Commercial Due Diligence/Strategy, Merger Integration & Carve-outs, IT pre-acquisition diligence, IT post-acquisition implementations and integration, Interim Management, Supply Chain Interim Management, and M&A Services. The PEPI F&A M&A team is comprised of seasoned Finance & Accounting consulting professionals who provide practical advice to private equity clients and their portfolio companies across the full spectrum of the deal lifecycle, from pre-deal activities to post-deal implementations and future-state operating models. We bring a structured and disciplined approach to create and capture value, providing private equity buyers with a broad continuum of knowledge and tools for any deal-related scenario, including mergers, acquisitions, carve-outs, spins, joint ventures, and alliances. The PEPI F&A group is a growing business targeting high growth in the next one to three years, offering excellent opportunities for career advancement and leadership skill development. As an F&A Manager within our PEPI M&A practice, you will have the opportunity to work closely with key client contacts, including the C-suite and Board, and will be responsible for supporting the full spectrum of finance and accounting operations in connection with transactions. This includes managing the integration plan and execution, ensuring Day-1 readiness across all F&A sub-functions, and collaborating with cross-functional teams to ensure timely deliverables. You will also analyze target company historical data, establish rapport with clients, and design interim and future-state operating models for the Finance function.

Responsibilities

• Support business in ensuring Day-1 readiness across all F&A sub-functions.
• Manage the mapping of Chart of Accounts, Accounting policy alignment, and necessary close and reporting calendars for management, statutory and regulatory purposes.
• Coordinate all aspects of the finance and accounting integration (Revenue and AR, Expenditures and AP, Month-end close and reporting, Payroll and Treasury, FP&A etc.).
• Own the integration plan and execution while driving a team of cross-functional leaders to orchestrate impactful integration planning and execution while proactively navigating challenges as they arise.
• Engage with functional teams through the M&A process and ensure deliverables are on time.
• Assist in the execution of business initiatives during integration/transition period.
• Analyze target company historical data to identify historical and projected trends, and support with diligence.
• Collaborate with Target to obtain necessary financial, tax, operational information.
• Establish rapport, credibility, trust, and respect with client at all levels, and be viewed as a team player with exceptional communication, analytical, and leadership skills.
• Design and stand-up interim and future-state operating model for the Finance function.
• Manage project updates and communication within the organization in cross-functional meetings.

Requirements

• 5-8+ years of experience in Finance & Accounting, with depth in areas such as treasury, financial diligence, internal controls/audit, FP&A, or Controllership.
• Some level of M&A experience is required; depth of experience with private equity clients is heavily considered.
• Strong, team-oriented leadership skills with 4+ years of managing teams.
• High EQ, persuasive, executive presence with exceptional communication skills.
• Strong understanding of GAAP and related purchase accounting requirements.
• Experience working in various aspects of Finance operations, including Controllership, Treasury, FP&A, Operational accounting (AR, AP), Payroll, Internal Controls/Internal Audit is highly desired.
• Bachelor's Degree in Accounting, Finance, or Business/Management is required.
• 5+ years' experience managing and executing finance or accounting operations, including experience supporting integrations or finance transformations.
• Intermediate to advanced Excel and PowerPoint skills.
• MBA with a Finance concentration or CPA preferred.

Nice-to-haves

• Top-tier strategy firm, niche advisory firm, or Big-4 Consulting experience preferred.
• 3-5+ years of M&A accounting, financial diligence experience preferred.

Benefits

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages
• 401(k) retirement plan with discretionary contributions
• Paid time off including vacation, personal days, and sick time
• Ten federal holidays and one floating holiday
• Parental leave
• Discretionary bonus program based on individual and firm performance