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

$175,000 - $275,000/Yr

Alvarez & Marsal - Nashville, TN

Full-time - Senior

Nashville, TN

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. 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. CFO Services encompasses several critical 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 gather essential information and ensure comprehensive data analysis. This role requires a keen ability to assess organizational challenges, identify critical issues, and propose actionable paths forward for clients. In terms of project management and implementation, 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. Maintaining strong client relationships and managing expectations is crucial, as is the ability to anticipate risks and obstacles throughout the project lifecycle. The Senior Director will also leverage their industry expertise to deliver innovative solutions and drive urgency in addressing critical business issues. Financial acumen is essential for this role, with a strong background in CFO responsibilities, financial due diligence, and advisory services being highly valued. The ideal candidate will possess a proven track record of delivering complex projects and will be proficient in financial modeling, data analytics, and effective presentation skills. Candidates should have a graduate degree from an accredited institution, preferably in accounting, finance, or economics, along with over 12 years of relevant experience in accounting, finance, or private equity. While a CPA, CFA, or MBA is preferred, it is not mandatory. The compensation for this position ranges from $175,000 to $275,000 annually, with additional discretionary bonuses based on performance.

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.
• Drive urgency relative to critical issues and take accountability for client relationship management and team deliverables.

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.

Benefits

• Discretionary bonus program based on individual and firm performance.