Manager, PEPI - Finance M&A
Alvarez & Marsal · Philadelphia, PA · 4 wk ago
Hybrid$125k–$190k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually description includes "About Alvarez & Marsal", "The Team", "How You Will Contribute", "F&A Manager – Responsibilities", "F&A Manager – Qualifications", "Your journey at A&M", "Benefits Summary", salary range.
We must use for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should map headings accordingly. The posting has sections: About Alvarez & Marsal (maybe "About the role"? Actually "About Alvarez & Marsal" is about company, not role. But we can still use heading "About Alvarez & Marsal"? The instruction says use
for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should map headings accordingly. The posting has sections: About Alvarez & Marsal (maybe "About the role"? Actually "About Alvarez & Marsal" is about company, not role. But we can still use heading "About Alvarez & Marsal"? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It suggests we should use those headings if appropriate. We can adapt: "About Alvarez & Marsal" could be under "About the role"? But they said do NOT repeat the job title as a heading. They didn't forbid using other headings not listed, but they gave examples. Probably we should use those exact headings when content matches. Let's map:
- About Alvarez & Marsal -> could be "About the role"? Not exactly. Maybe we can use "About Alvarez & Marsal" as a heading but not in list? The instruction: "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; but we can also use other headings if needed? Safer to stick to those headings. We can treat "About Alvarez & Marsal" as "About the role". But that might be inaccurate. However they said "Do NOT repeat the job title as a heading (the page already shows it)". So we can have heading "About the role" and put company description there.
Next: "The Team" maybe fits under "About the role" or could be its own section? Not in list. Could combine.
"How You Will Contribute" maybe "Responsibilities"? Actually responsibilities are later. Could treat "How You Will Contribute" as "Responsibilities". But we also have explicit "F&A Manager – Responsibilities". So we can have a Responsibilities section.
"F&A Manager – Qualifications" -> Qualifications.
"Your journey at A&M" maybe "Skills"? Not exactly. Could be "Benefits"? No. Could be omitted or put under something else? Might be considered "Benefits"? Not really. Could be "About the role"? Hmm.
"Benefits Summary" -> Benefits.
Salary range -> Pay.
Schedule not present, so omit.
We need to include only sections with real specific content. So we will have sections: About the role, Responsibilities, Qualifications, Benefits, Pay.
We need to use - for any list of duties/requirements/benefits. So for Responsibilities we need list. For Qualifications we need list. For Benefits we need list.
We must preserve all substantive information, not invent or summarize away detail. Must not include boilerplate like cookie/navigation/legal/EEO etc. The text includes some boilerplate like "Click here for more information regarding A&M’s benefits programs." That's a link; we should remove? It's part of benefits summary but it's a link instruction; maybe we can keep but it's not substantive? It's a reference; we could keep but it's not essential. Probably we can keep the sentence but remove the "Click here for more information..." as it's a navigation instruction. Might be considered boilerplate. Safer to drop that sentence.
Also remove duplicated lines.
We need to preserve all substantive info: company description, team description, how you will contribute, responsibilities list, qualifications list, journey at A&M (maybe we can incorporate into something like "About the role" or "Skills"? But we have no Skills section. Could we create a Skills section? The instruction says use headings like Skills if we have content. We have "Your journey at A&M" which talks about development, training, benefits, culture. That could be considered "Benefits"? Actually benefits already separate. Could be "About the role"? Might be okay to include as a paragraph under "About the role". But we already have company description there. Could add another paragraph.
Alternatively we could create a section "Skills" for the journey content? Not ideal.
Better: Keep "Your journey at A&M" as a paragraph under "About the role" or maybe as its own section "About the role" with subparts? But we need headings only h3. Could have multiple h3 sections; we could have "About the role" containing company description, team, how you will contribute, journey at A&M. That's a lot but okay.
But we also need separate Responsibilities and Qualifications sections.
Thus structure:
About the role
Alvarez & Marsal (A&M) is a global consulting firm ... (company description).
The Team A&M’s Private Equity Performance Improvement Services (PEPI) practice ... (team description).
How You Will Contribute ... (how you will contribute paragraph).
Your journey at A&M ... (journey paragraph).
Then Responsibilities
- ... each responsibility as list item.
Then Qualifications
- ... each qualification as list item.
Then Benefits
- ... benefits list.
Then Pay
The salary range is $125,000 - $190,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.
We must not include schedule.
We need to ensure we don't include filler like "commensurate with experience". Not present.
We need to preserve all substantive info from responsibilities list and qualifications list.
Let's extract responsibilities list from text:
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 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.
We need to preserve all; we can turn each bullet into - .
Qualifications list from text:
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 in a fast-paced environment.
Executive Communication Skills: High EQ, persuasive, executive presence. Exceptionally strong communicator equally adept at communications strategy and execution, with the ability to independently craft a full range of clear, high-impact communications with top-level company executives. Ability to communicate in an open and authentic manner in all situations.
Influencing and Interpersonal Skills: Able to establish and build close working relationships. Strong personal credibility and counseling skills. Team-oriented planner and decision-maker. Ability to motivate, collaborate, and work successfully in a team environment. Able to creatively drive consensus. Change ambassador and influencer.
Project and Program Management Skills: Experience in estimation, planning, design, and implementation of complex cross-functional business efforts. Effective in influencing and making high-quality decisions and taking decisive action. Ability to work well under deadlines and determine the priority of multiple and at times conflicting efforts. Strong meeting management and coordination skills.
Process Improvement Skills: Ability to analyze poorly defined areas and processes within a cross-functional organization. Effective in implementing new and improved processes.
Analytics: Strong critical thinking skills. Experience applying various methodologies or practices to assess processes, business issues, and people. Ability to extract key messages from detail and translate them into audience-appropriate messages.
M&A / Accounting / Finance Experience: Strong understanding of GAAP and related purchase accounting requirements. Experience working in various aspects of Finance operations, including Controllership, Treasury, FP&A, Operational accounting (AR, AP), Payroll, Internal Controls / Internal Audit highly desired.
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.
We need to turn each of these into list items? They are grouped under headings like "Business Leadership Skills:" etc. Could keep as separate list items each starting with the heading. That's fine.
Benefits list from text:
Benefits Summary
Full-time Positions and Part-time Positions Over 30 hours Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.
We need to turn into list items? Could be a paragraph but instruction: Use
- for any list of duties/requirements/benefits. So we should list benefits as items. We can split into items: healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverages, 401(k) retirement savings plan, annual discretionary contribution to 401(k), paid time off (vacation, personal days, sick time, federal holidays, floating holiday, parental leave). Also note that full-time positions over 30 hours get benefits. Could include that as an item.
We'll produce list items.
Now we need to ensure we don't include boilerplate like "Click here for more information regarding A&M’s benefits programs." We'll drop that.
Also remove duplicated lines: there is some duplication earlier: "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." appears twice. We'll keep only once.
Now produce HTML.
We must output only HTML fragment, no /,
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; but we can also use other headings if needed? Safer to stick to those headings. We can treat "About Alvarez & Marsal" as "About the role". But that might be inaccurate. However they said "Do NOT repeat the job title as a heading (the page already shows it)". So we can have heading "About the role" and put company description there.
Next: "The Team" maybe fits under "About the role" or could be its own section? Not in list. Could combine.
"How You Will Contribute" maybe "Responsibilities"? Actually responsibilities are later. Could treat "How You Will Contribute" as "Responsibilities". But we also have explicit "F&A Manager – Responsibilities". So we can have a Responsibilities section.
"F&A Manager – Qualifications" -> Qualifications.
"Your journey at A&M" maybe "Skills"? Not exactly. Could be "Benefits"? No. Could be omitted or put under something else? Might be considered "Benefits"? Not really. Could be "About the role"? Hmm.
"Benefits Summary" -> Benefits.
Salary range -> Pay.
Schedule not present, so omit.
We need to include only sections with real specific content. So we will have sections: About the role, Responsibilities, Qualifications, Benefits, Pay.
We need to use - for any list of duties/requirements/benefits. So for Responsibilities we need list. For Qualifications we need list. For Benefits we need list.
We must preserve all substantive information, not invent or summarize away detail. Must not include boilerplate like cookie/navigation/legal/EEO etc. The text includes some boilerplate like "Click here for more information regarding A&M’s benefits programs." That's a link; we should remove? It's part of benefits summary but it's a link instruction; maybe we can keep but it's not substantive? It's a reference; we could keep but it's not essential. Probably we can keep the sentence but remove the "Click here for more information..." as it's a navigation instruction. Might be considered boilerplate. Safer to drop that sentence.
Also remove duplicated lines.
We need to preserve all substantive info: company description, team description, how you will contribute, responsibilities list, qualifications list, journey at A&M (maybe we can incorporate into something like "About the role" or "Skills"? But we have no Skills section. Could we create a Skills section? The instruction says use headings like Skills if we have content. We have "Your journey at A&M" which talks about development, training, benefits, culture. That could be considered "Benefits"? Actually benefits already separate. Could be "About the role"? Might be okay to include as a paragraph under "About the role". But we already have company description there. Could add another paragraph.
Alternatively we could create a section "Skills" for the journey content? Not ideal.
Better: Keep "Your journey at A&M" as a paragraph under "About the role" or maybe as its own section "About the role" with subparts? But we need headings only h3. Could have multiple h3 sections; we could have "About the role" containing company description, team, how you will contribute, journey at A&M. That's a lot but okay.
But we also need separate Responsibilities and Qualifications sections.
Thus structure:
About the role
Alvarez & Marsal (A&M) is a global consulting firm ... (company description).
The Team A&M’s Private Equity Performance Improvement Services (PEPI) practice ... (team description).
How You Will Contribute ... (how you will contribute paragraph).
Your journey at A&M ... (journey paragraph).
Then Responsibilities
- ... each responsibility as list item.
Then Qualifications
- ... each qualification as list item.
Then Benefits
- ... benefits list.
Then Pay
The salary range is $125,000 - $190,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.
We must not include schedule.
We need to ensure we don't include filler like "commensurate with experience". Not present.
We need to preserve all substantive info from responsibilities list and qualifications list.
Let's extract responsibilities list from text:
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 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.
We need to preserve all; we can turn each bullet into - .
Qualifications list from text:
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 in a fast-paced environment.
Executive Communication Skills: High EQ, persuasive, executive presence. Exceptionally strong communicator equally adept at communications strategy and execution, with the ability to independently craft a full range of clear, high-impact communications with top-level company executives. Ability to communicate in an open and authentic manner in all situations.
Influencing and Interpersonal Skills: Able to establish and build close working relationships. Strong personal credibility and counseling skills. Team-oriented planner and decision-maker. Ability to motivate, collaborate, and work successfully in a team environment. Able to creatively drive consensus. Change ambassador and influencer.
Project and Program Management Skills: Experience in estimation, planning, design, and implementation of complex cross-functional business efforts. Effective in influencing and making high-quality decisions and taking decisive action. Ability to work well under deadlines and determine the priority of multiple and at times conflicting efforts. Strong meeting management and coordination skills.
Process Improvement Skills: Ability to analyze poorly defined areas and processes within a cross-functional organization. Effective in implementing new and improved processes.
Analytics: Strong critical thinking skills. Experience applying various methodologies or practices to assess processes, business issues, and people. Ability to extract key messages from detail and translate them into audience-appropriate messages.
M&A / Accounting / Finance Experience: Strong understanding of GAAP and related purchase accounting requirements. Experience working in various aspects of Finance operations, including Controllership, Treasury, FP&A, Operational accounting (AR, AP), Payroll, Internal Controls / Internal Audit highly desired.
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.
We need to turn each of these into list items? They are grouped under headings like "Business Leadership Skills:" etc. Could keep as separate list items each starting with the heading. That's fine.
Benefits list from text:
Benefits Summary
Full-time Positions and Part-time Positions Over 30 hours Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.
We need to turn into list items? Could be a paragraph but instruction: Use
- for any list of duties/requirements/benefits. So we should list benefits as items. We can split into items: healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverages, 401(k) retirement savings plan, annual discretionary contribution to 401(k), paid time off (vacation, personal days, sick time, federal holidays, floating holiday, parental leave). Also note that full-time positions over 30 hours get benefits. Could include that as an item.
We'll produce list items.
Now we need to ensure we don't include boilerplate like "Click here for more information regarding A&M’s benefits programs." We'll drop that.
Also remove duplicated lines: there is some duplication earlier: "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." appears twice. We'll keep only once.
Now produce HTML.
We must output only HTML fragment, no /,
About the role
Alvarez & Marsal (A&M) is a global consulting firm ... (company description).
The Team A&M’s Private Equity Performance Improvement Services (PEPI) practice ... (team description).
How You Will Contribute ... (how you will contribute paragraph).
Your journey at A&M ... (journey paragraph).
ThenResponsibilities
- ... each responsibility as list item.
Qualifications
- ... each qualification as list item.
Benefits
- ... benefits list.
Pay
The salary range is $125,000 - $190,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.
We must not include schedule. We need to ensure we don't include filler like "commensurate with experience". Not present. We need to preserve all substantive info from responsibilities list and qualifications list. Let's extract responsibilities list from text: 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 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. We need to preserve all; we can turn each bullet into- for any list of duties/requirements/benefits. So we should list benefits as items. We can split into items: healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverages, 401(k) retirement savings plan, annual discretionary contribution to 401(k), paid time off (vacation, personal days, sick time, federal holidays, floating holiday, parental leave). Also note that full-time positions over 30 hours get benefits. Could include that as an item. We'll produce list items. Now we need to ensure we don't include boilerplate like "Click here for more information regarding A&M’s benefits programs." We'll drop that. Also remove duplicated lines: there is some duplication earlier: "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." appears twice. We'll keep only once. Now produce HTML. We must output only HTML fragment, no /,