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

Description

A&M CFO Services work with private equity held portfolio companies and provide solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, support increasing cash and EBITDA, and 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.

Liquidity & Working Capital Optimization

• 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
• Understand accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation

Strategic Analytics & Planning

• 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
• Understand accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation

Performance Measurement & Management

• 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
• Understand accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation

Business Transformation

• 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
• Understand accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation

Auxiliary Services: Accounting Remediation

• 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
• Understand accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation

Project Management and Implementation

• Own and complete a workstream based on the pillars of services CFO Services provides
• Set and communicate client’s expectation consistently
• Create 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

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

• Build and review various financial models
• Provide valuable financial analysis
• Evaluate accounting treatments
• Provide valuable insight and improvement initiatives to senior management and board members

Accreditation/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