CFO Services Manager - FP&A & PE Portfolio Value Creation

Alvarez & Marsal; United States; Remote; USD 120,000 - 170,000; Full time

Job summary

Alvarez & Marsal is seeking a Manager for CFO Services to work with private equity-held portfolio companies. You will lead data collection, interviews, and analyses to optimize liquidity, planning, and performance management across client engagements.

The role focuses on transforming financial processes, building credible plans, and driving value creation through hands-on involvement in client operations, with leadership responsibilities across multiple workstreams.

Qualifications

• Experience gathering and validating information from multiple sources.
• Ability to guide client interviews and understand stakeholder perspectives.
• Identify knowledge gaps and challenge assumptions to improve plans.
• Forecast liquidity needs and assess process efficiencies.

Responsibilities

• Data collection, validation, and analysis to support client decisions.
• Guide team interviews and information gathering across stakeholders.
• Forecast liquidity needs and uncover accounting/process inefficiencies.
• Lead project workstreams with a focus on working capital optimization and transparency.
• Provide coaching and leadership to team members and promote innovative thinking.
• Develop and review financial models and provide insights to senior management and boards.

Skills

Data collection & analysis

Project management

Leadership

Financial modeling

Education

Accounting/Finance/Economics concentration (Bachelor's)

Job description

Alvarez & Marsal is seeking a Manager for CFO Services to work with private equity-held portfolio companies. You will lead data collection, interviews, and analyses to optimize liquidity, planning, and performance management across client engagements.

The role focuses on transforming financial processes, building credible plans, and driving value creation through hands-on involvement in client operations, with leadership responsibilities across multiple workstreams.