Jobs · Finance · Texas

Manager, PEPI - Finance M&A

Alvarez & Marsal · Dallas, TX · 3 wk ago
HybridFinance$125k–$190k/yrFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the description and extract relevant content. Let's identify sections: - About the role: likely description of role: "How You Will Contribute" and "We bring a structured..." etc. Could be considered About the role. - Responsibilities: "F&A Manager – Responsibilities" and "Typical Responsibilities For The F&A M&A Manager Could Include ..." list. - Qualifications: "F&A Manager – Qualifications" list. - Skills: maybe combine some skill items from qualifications? But we have separate Skills section if there is specific content. The qualifications list includes many skill-like items: Business Leadership Skills, Executive Communication Skills, Influencing and Interpersonal Skills, Project and Program Management Skills, Process Improvement Skills, Analytics, M&A/Accounting/Finance Experience. Could treat as Skills section. But we already have Qualifications. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have both Qualifications and Skills if content distinct. However qualifications list includes education, experience, etc. Skills list could be the skill categories. But we might combine to avoid thin sections. The instruction: Prefer a few substantive sections over many thin ones. So maybe we combine Qualifications and Skills into one "Qualifications" section that includes both education/experience and skill competencies. But we have separate headings allowed; we could still include both if they have substantive content. However the qualifications section already includes skill categories; we could treat that as Skills and put education/experience under Qualifications. But the qualifications text includes both skill categories and experience requirements. Might be better to have two sections: Qualifications (education, years experience, degree, etc.) and Skills (leadership, communication, etc.). Let's see. Extract Qualifications content: "Bachelor’s Degree is required with a concentration in Accounting, Finance, or Business / Management, required.5+ years’ experience managing and executing finance or / and accounting operations, including experience supporting with integrations or finance transformations.Intermediate to advanced Excel and Powerpoint skills.MBA with a Finance concentration or CPA preferred.Top-tier strategy firm, niche advisory firm, or Big-4 Consulting experience preferred.3-5+ years of M&A accounting, financial diligence experience preferred." Also maybe "F&A Manager – Qualifications" heading includes the list of skill categories (Business Leadership Skills etc.) Actually that list appears under "F&A Manager – Qualifications". So the qualifications heading includes both skill categories and experience/education. So we could treat that as Qualifications section only, and not have separate Skills. But we could still have Skills if we pull out the skill categories. However the instruction says prefer few substantive sections over many thin ones. So better to have one Qualifications section that includes all that content. Thus sections: About the role, Responsibilities, Qualifications, Benefits, Pay. Possibly Schedule? Not mentioned. No schedule info. So omit Schedule. Also Requirements? The qualifications may cover requirements. Could we have a Requirements section separate? The posting mentions "Some level of M&A experience is a requirement; depth of experience with private equity clients will be heavily considered." That's part of qualifications. So we can keep Qualifications. Thus we will output:

About the role

... content ...

Responsibilities

  • ... each responsibility ...

Qualifications

  • ... each qualification item ...
maybe also paragraphs for prose. But we need to preserve all substantive info; not invent or summarize away detail. Must not omit details. So we need to include all points from About the role, Responsibilities, Qualifications, Benefits, Pay. Let's extract About the role content: The section "How You Will Contribute" and preceding paragraphs about team etc. Let's gather: From description: "Alvarez & Marsal Private Equity Performance Improvement Manager, Finance M&A About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who 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 why our people love working at A&M. The Team A&M’s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we serve are upper middle market in the $50 million to $1 billion plus range. Our PEPI Services Include Merger Integration & Carve-outsIT- pre-acquisition diligenceIT- post-acquisition implementations and integration Interim ManagementCommercial Due Diligence/StrategyRapid ResultsSupply ChainCFO Services How You Will Contribute We bring a structured and disciplined approach to create and capture value. We provide private equity buyers and their portfolio companies with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances. Private Equity Focused Professionals – Finance & Accounting (F&A) We bring a structured and disciplined approach to create and capture value. We provide private equity buyers with a broad continuum of knowledge and tools for any deal-related scenario, including mergers, acquisitions, carve-outs, spins, joint ventures and alliances. PEPI’s F&A M&A team is comprised of seasoned Finance & Accounting consulting professionals experienced in providing practical advice to private equity clients and their portfolio companies; across the full spectrum of the deal lifecycle from pre-deal activities, operational, financial and synergy reviews, through 'Day-1' planning, to post-deal implementations and future-state operating model. PEPI F&A M&A professionals provide pre-deal and post-deal advice across a number of areas within Finance & Accounting operations, while also supporting cross-functional teams in Commercial, Supply Chain, IT, HR etc. by adding a Finance, Accounting and Risk lens to the transaction’s operations. The PEPI F&A group is a growing business targeting high growth in the next one to three years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to high-growth oriented individuals." That's a lot. We need to preserve all substantive info but not include boilerplate like navigation etc. This is all substantive. We can put this as prose in

maybe multiple paragraphs. Responsibilities: list from "F&A Manager – Responsibilities" and "Typical Responsibilities For The F&A M&A Manager Could Include". Let's extract bullet points: From text: "A strong candidate will have 5-8+ years of experience in F&A; candidates with depth in a given area will be strongly considered; including treasury, financial diligence, internal controls / audit, FP&A, Controllership. Some level of M&A experience is a requirement; depth of experience with private equity clients will be heavily considered. The Manager of M&A will have exposure to key client contacts, including the C-suite and Board. The Manager will be responsible for supporting the full spectrum of finance and accounting operations in connection with the transaction, including but not limited to: due diligence phase through deal execution; including coordination across third parties like, valuation specialists, bankers, and lawyers, performance or coordination within the Finance team and to enable the smooth operational execution of the deal. The role reports to the Director of PEPI’s F&A M&A team, and will have regular direct exposure to the Senior Director / Finance Leader of PEPI’s M&A team and A&M’s Senior Leadership Team. Typical Responsibilities For The F&A M&A Manager Could Include Support business in ensuring Day-1 readiness across all F&A sub-functions.Manage the mapping of Chart of Accounts, Accounting policy alignment, and necessary close and reporting calendars for management, statutory and regulatory purposesCoordinate all aspects of the finance and accounting integration (Revenue and AR, Expenditures and AP, Month-end close and reporting, Payroll and Treasury, FP&A etc.)Own the integration plan and execution while driving a team of cross-functional leaders to orchestrate impactful integration planning and execution while proactively navigating challenges as they arise.Engage with functional teams through the M&A process and ensure deliverables are on time.Assist in the execution of business initiatives during integration/transition period.Analyze target company historical data to identify historical and projected trends, and support with diligence.Collaborate with Target to obtain necessary financial, tax, operational information.Establish rapport, credibility, trust, and respect with client at all levels, and be viewed as a team player with exceptional communication, analytical, and leadership skills.Design and stand-up interim and future-state operating model for the Finance function.Manage project updates and communication within the organization in cross-functional meetings." We need to split into list items. The text is run-on; we can separate by sentences. Let's create list items: - Support business in ensuring Day-1 readiness across all F&A sub-functions. - Manage the mapping of Chart of Accounts, Accounting policy alignment, and necessary close and reporting calendars for management, statutory and regulatory purposes. - Coordinate all aspects of the finance and accounting integration (Revenue and AR, Expenditures and AP, Month-end close and reporting, Payroll and Treasury, FP&A etc.). - Own the integration plan and execution while driving a team of cross-functional leaders to orchestrate impactful integration planning and execution while proactively navigating challenges as they arise. - Engage with functional teams through the M&A process and ensure deliverables are on time. - Assist in the execution of business initiatives during integration/transition period. - Analyze target company historical data to identify historical and projected trends, and support with diligence. - Collaborate with Target to obtain necessary financial, tax, operational information. - Establish rapport, credibility, trust, and respect with client at all levels, and be viewed as a team player with exceptional communication, analytical, and leadership skills. - Design and stand-up interim and future-state operating model for the Finance function. - Manage project updates and communication within the organization in cross-functional meetings. Also earlier responsibilities: "The Manager will be responsible for supporting the full spectrum of finance and accounting operations in connection with the transaction, including but not limited to: due diligence phase through deal execution; including coordination across third parties like, valuation specialists, bankers, and lawyers, performance or coordination within the Finance team and to enable the smooth operational execution of the deal." Could be a list item. Also "The Manager of M&A will have exposure to key client contacts, including the C-suite and Board." Could be a responsibility. Also "The role reports to the Director of PEPI’s F&A M&A team, and will have regular direct exposure to the Senior Director / Finance Leader of PEPI’s M&A team and A&M’s Senior Leadership Team." Could be a responsibility. Also earlier: "A strong candidate will have 5-8+ years of experience in F&A; candidates with depth in a given area will be strongly considered; including treasury, financial diligence, internal controls / audit, FP&A, Controllership. Some level of M&A experience is a requirement; depth of experience with private equity clients will be heavily considered." That's more qualifications. Thus responsibilities list as above. Qualifications: extract from "F&A Manager – Qualifications" and also earlier experience requirements. Let's list qualifications items: - Business Leadership Skills: Strong, team-oriented leadership skills with 4+ years of managing teams. Able to independently identify, frame, and escalate issues and support with decision making. Strong initiative while being a self-starter with the ability to forecast and meet deadlines. Detail oriented with the ability to work with minimal supervision. Accustomed to working

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