Director, CFO Services - Grow EBITDA in PE Portfolios

Alvarez & Marsal; Houston (TX); On-site; USD 150,000 - 225,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Paid time off

Sick time

Federal holidays

Parental leave

Job summary

Alvarez & Marsal’s CFO Services group in Houston seeks an senior adviser to support private equity portfolio companies with diagnostic analysis, planning, and value realization. You will connect with clients, gather data, guide interviews, define analyses, and develop actionable plans to boost cash flow, EBITDA and governance.

Leading projects across service lines, you will manage client expectations, design cash-generating initiatives, and drive improvements while mentoring teams.

Qualifications

• Graduate of accredited 4-year college/university with concentration in accounting, finance, or economics.
• Over 12 years of experience in Accounting/Finance, Due Diligence, Restructuring, Investment Banking or Private Equity.
• Proficiency in financial models, data analytics, and presentation of findings.
• CPA, CFA, MBA, or Master’s Degree preferred but not required.

Responsibilities

• Lead hypothesis and scope development with client interviews and data analysis.
• Manage projects across service lines and lead smaller workstreams independently.
• Develop actionable conclusions from analyses and drive EBITDA improvements.
• Identify KPIs and ensure timely execution, minimizing client risk.
• Collaborate with senior management and secure buy-in from board members on plans.

Skills

Financial modeling

Data analytics

Leadership

Project management

Client management

Education

Bachelor's degree in Accounting/Finance/Economics

CPA/CFA/MBA or Master’s Degree preferred

Job description

Alvarez & Marsal’s CFO Services group in Houston seeks an senior adviser to support private equity portfolio companies with diagnostic analysis, planning, and value realization. You will connect with clients, gather data, guide interviews, define analyses, and develop actionable plans to boost cash flow, EBITDA and governance.

Leading projects across service lines, you will manage client expectations, design cash-generating initiatives, and drive improvements while mentoring teams.