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

$175,000 - $275,000/Yr

Alvarez & Marsal - Washington, DC

Part-time - Senior

Washington, DC

Professional, Scientific, and Technical Services

About the position

The Senior Director of CFO Services at Alvarez & Marsal (A&M) plays a pivotal role in working with private equity-held portfolio companies to deliver solutions that enhance value preservation and generation. The primary objective is to improve transparency regarding key business drivers and performance metrics, ultimately supporting the increase of cash flow and EBITDA. This position involves hands-on engagement with clients to ensure they have credible plans and the capability to execute and achieve desired financial outcomes. CFO Services encompasses several critical areas, including Liquidity & Working Capital Optimization, Strategic Analytics & Planning, Performance Measurement & Management, Business Transformation, and Auxiliary Services such as Accounting Remediation. The Senior Director will be responsible for hypothesis and scope development, connecting with private equity and client executive teams to gather essential information, and ensuring that all relevant data is considered in the decision-making process. In this role, the Senior Director will assess organizational challenges, identify paths forward for clients, and challenge analyses to ensure they are comprehensive and accurate. The position requires the ability to understand the sources and drivers of value creation within the industry and the specific company. Project management skills are essential, as the Senior Director will develop complex business improvement plans, lead projects independently, and deliver on private equity-focused initiatives such as interim management roles and performance improvement. Leadership is a key component of this role, as the Senior Director will apply industry expertise to develop and deliver innovative solutions, manage client relationships, and drive urgency in addressing critical issues. Financial acumen is crucial, with a strong background in CFO roles, controllership, and finance advisory services being highly valued. The ideal candidate will have over 12 years of relevant experience, a proven track record of delivering complex projects, and proficiency in financial modeling and data analytics.

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 be vigilant about reassessing 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.
• Assign appropriate resources, remove barriers, and monitor project outcomes.

Requirements

• Graduate of an accredited 4-year college/university with a concentration in accounting, finance, or 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.
• Strong presentation skills and ability to communicate complex financial concepts clearly.

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