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

$175,000 - $275,000/Yr

Alvarez & Marsal - Dallas, TX

Part-time - Senior

Dallas, TX

Professional, Scientific, and Technical Services

About the position

The Senior Director of CFO Services at A&M is responsible for working with private equity-held portfolio companies to enhance business value through strategic financial management. This role focuses on improving transparency in business performance, supporting cash flow and EBITDA growth, and ensuring that portfolio companies have credible financial plans and execution capabilities. The Senior Director will lead various initiatives, including liquidity management, business transformation, and performance improvement, while maintaining strong client relationships and delivering measurable results.

Responsibilities

• Connect with Private Equity and client's Executive team to facilitate information gathering and ensure all relevant data are considered and pursued.
• Assess critical issues given the organizational challenges and identify a path forward for the client.
• Challenge analyses and conclusions to ensure they are complete, accurate, fact-based, and reflective of the situation.
• Identify holes in analyses that lead to a disconnect between solution recommendation and results.
• Develop complex business improvement plans and lead all projects independently.
• Deliver on Private Equity focused initiatives such as Interim Management Roles, Liquidity Management, Business Transformation, Performance Improvement, and Accounting Remediation.
• Proactively manage client's expectations and risk management; maintain and develop client relationships for long-term opportunities.
• Convince senior management and board members of key business focus and obtain buy-in for implementation plans.
• Anticipate risks and obstacles, and reassess issues and risks as plans and approaches change.
• Identify finance and accounting weaknesses in the organization and provide remediation going forward.
• Drive client and team to a sense of urgency relative to critical issues.

Requirements

• Graduate of accredited 4-year college/university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required.
• Over 12 years of experience related to Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity.
• Prior experience as CFO in Private Equity Backed Portfolio Companies preferred.
• Possess a track record of successfully delivering complex projects and leading holistic performance improvement projects.
• Complete proficiency in understanding financial models, data analytics, and presentation skills.
• CPA, CFA, MBA, or Master's Degree preferred but not required.

Nice-to-haves

• Experience in the role of Controllership, Finance and Accounting Advisory Services.

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 and personal days
• Seventy-two (72) hours of sick time
• Ten federal holidays
• One floating holiday
• Parental leave
• Discretionary bonus program based on individual and firm performance.