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

$175,000 - $275,000/Yr

Alvarez & Marsal - Tampa, FL

Full-time - Senior

Tampa, FL

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, 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 facilitate comprehensive information gathering. This role requires a deep understanding of organizational challenges, enabling the identification of critical issues and the formulation of actionable paths forward for clients. In addition to project management and implementation, the Senior Director will develop complex business improvement plans and lead various initiatives focused on private equity, including interim management roles, liquidity management, and performance improvement. The ability to manage client expectations proactively, maintain long-term relationships, and navigate risks is essential. The Senior Director will also be expected to challenge analyses and conclusions to ensure they are accurate and reflective of the current situation, while identifying any gaps that may exist between recommendations and actual results. Leadership is a key component of this role, as the Senior Director will apply industry expertise to create and deliver innovative solutions. Accountability for client relationship management and team deliverables is crucial, as is the ability to drive urgency in addressing critical issues. The Senior Director will also be responsible for identifying weaknesses in finance and accounting processes within client organizations and providing remediation strategies moving forward.

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 assign appropriate resources to 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.
• 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

• Discretionary bonus program based on individual and firm performance.