7-10 years of experience in accounting, finance, investment banking, or private equity.
Strong proficiency in financial modeling and data analytics.
Excellent presentation skills with the ability to convey complex financial concepts clearly.
Experience in financial due diligence and restructuring is preferred.
CPA, CFA, or Master's Degree advantageous but not mandatory.
Responsibilities
Guide team members in gathering relevant financial information and insights.
Lead client interviews to collect diverse stakeholder perspectives.
Identify financial inefficiencies and forecast liquidity needs accurately.
Develop actionable plans to optimize working capital and improve transparency.
Own project workstreams and ensure logical project approaches and timelines.
Recognize and mitigate project risks by creating contingency plans.
Benefits
Hands-on involvement in clients' operations to enhance value creation.
Exposure to private equity portfolio challenges, expanding professional expertise.
Opportunity to influence key financial outcomes for leading companies.
Full Job Description
PEPI - CFO Services - Manager
OVERVIEW:
A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.
CFO Services Provides the following pillar of services:
Liquidity & Working Capital Optimization
Strategic Analytics & Planning
Performance Measurement & Management
Business Transformation
Auxiliary Services: Accounting Remediation
PROFESSIONAL EXPECTATIONS:
Data Collection, Validation and Analysis
Guide team members in information gathering approach and ensure all relevant sources of information are pursued
Guide and lead client interviews, ask inquisitive questions and understand different stakeholders' perspective
Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions
Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team
Ensure issues and opportunities are clearly and concisely presented
Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation
Project Management and Implementation
Ability to own and complete a workstream based on the pillars of services CFO Services provides
Ensure that project approach, timeline and deliverables are logical, reasonable and accurate
Set and communicate client's expectation consistently
Employ actionable plans (e.g. create initiatives to optimize working capital, instill a liquidity focused culture, improve transparency in processes and organizations)
Identify risks and obstacles early on, create contingency plans and communicating timely with client
Ability to identify where the pillars of services CFO Services provides are not functioning
Leadership
Leverage previous experience to guide and promote team to think innovatively
Recognize the current skill set of team members and maximize their level of contribution
Share knowledge and experience, provide coaching to teammates
Financial Acumen
Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments
Ability to provide valuable insight and improvement initiatives to senior management and board members
ACCREDITION/EXPERIENCE:
Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
7-10 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
Proficient financial models, data analytics programs, and presentation skills
CPA, CFA, or Master's Degree Preferred but not Required
About Alvarez & Marsal Europe
Alvarez & Marsal Europe is a management consulting firm that provides a range of services to businesses and organizations. The company was founded in 1983 and is headquartered in London, UK. Alvarez & Marsal Europe's services include corporate restructuring, performance improvement, and transaction advisory services. The company has a global presence, with offices in North America, Europe, Asia, and the Middle East. Alvarez & Marsal Europe is known for its expertise in turnaround management and has worked with a number of high-profile clients, including Lehman Brothers and Enron.
