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

$175,000 - $275,000/Yr

Alvarez & Marsal - Houston, TX

Full-time - Senior

Houston, TX

Professional, Scientific, and Technical Services

About the position

The Senior Director of CFO Services at A&M plays a pivotal role in working with private equity-held portfolio companies to deliver solutions that enhance value preservation and generation. This position is focused on improving transparency regarding key business drivers and performance metrics, ultimately supporting the increase of cash flow and EBITDA for clients. The Senior Director will engage directly with private equity firms to ensure that their portfolio companies are equipped with credible financial plans and the capability to execute these plans effectively, thereby achieving desired financial outcomes. CFO Services encompasses several key areas, including Liquidity & Working Capital Optimization, Strategic Analytics & Planning, Performance Measurement & Management, and Business Transformation. Additionally, Auxiliary Services such as Accounting Remediation are provided to address specific client needs. The Senior Director will be responsible for hypothesis and scope development, connecting with private equity and client executive teams to facilitate comprehensive information gathering. This role requires a keen assessment of critical organizational challenges and the ability to identify actionable paths forward for clients. In this capacity, the Senior Director will challenge analyses and conclusions to ensure they are thorough, accurate, and reflective of the current business situation. The role demands a strong understanding of the sources and drivers of value creation within both the industry and the specific company. Project management and implementation are also crucial, as the Senior Director will develop complex business improvement plans and lead projects independently, focusing on private equity initiatives such as Interim Management Roles, Liquidity Management, Business Transformation, and Performance Improvement. Leadership is a key expectation, as the Senior Director will apply industry expertise to create and deliver innovative solutions while managing client relationships and team deliverables. The role requires a proactive approach to managing client expectations and risks, ensuring that long-term opportunities are developed. The Senior Director will also need to identify weaknesses in finance and accounting within the organization and provide remediation strategies moving forward. Financial acumen is essential, with experience in the role of CFO being highly valued, as well as a background in controllership, finance, and accounting advisory services.

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.
• Apply industry and functional knowledge to identify business drivers and issues.
• 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.
• Engage in developing and delivering creative solutions using industry expertise.
• Take accountability for client relationship management and team deliverables.
• Drive urgency relative to critical issues within the client and team.
• Assign appropriate resources, remove barriers, and monitor project outcomes.

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 financial modeling and data analytics tools.
• Strong presentation and communication skills.
• Ability to work in a fast-paced, dynamic environment.

Benefits

• Discretionary bonus program based on individual and firm performance.