PEPI - CFO Services - Manager

OVERVIEW:

A&M CFO Services works with private equity-held portfolio companies and provides 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 the project approach, timeline, and deliverables are logical, reasonable, and accurate

• Set and communicate client's expectations consistently

• Employ actionable plans (e.g. create initiatives to optimize working capital, instill liquidity focused culture, improve transparency in processes and organizations)

• Identify risks and obstacles early on, create contingency plans, and communicate timely with the client

• Ability to identify where the pillars of services CFO Services provides are not functioning

Leadership

• Leverage previous experience to guide and promote the 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

ACCREDITATION/EXPERIENCE:

• Graduate of accredited 4-year college/university with an educational concentration in relevant areas (accounting, finance, economics) preferred but not required

Diversity & Inclusion

A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity and we foster inclusiveness. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Voluntary Inclusion

It is Alvarez & Marsal's policy to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters were engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.