Director, CFO Services (OPEN TO ALL US LOCATIONS)

Alvarez & Marsal; Houston (TX); Sur place; USD 150 000 - 225 000; Plein temps

Avantages offerts par ce poste

Healthcare plans

401(k) retirement plan

Paid time off

Sick time

Federal holidays

Parental leave

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Financial modeling

Data analytics

Leadership

Project management

Client management

Formation

Bachelor's degree in Accounting/Finance/Economics

CPA/CFA/MBA or Master’s Degree preferred

Description du poste

Overview

A&M CFO Services work with private equity‑held portfolio companies and provide our clients with 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. We support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

CFO Services Provides The Following Pillar Of Services

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services: Accounting Remediation

Professional Expectations

Hypothesis / Scope Development

• Connect with client to facilitate information gathering
• Guide and facilitate client interviews and ensure all relevant data are considered and pursued
• Define type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Understand and develop framework given project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Ability to lead components of projects with multiple service lines and lead smaller projects independently
• Proactively manage client’s expectations and minimize risks and negative impacts on project
• Develop straightforward actionable plans and lead individual workstreams independently
• Design cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client’s value
• Anticipate risks and obstacles early on, create contingency plans and communicate timely with client
• Engage and work collaboratively with senior management; obtain buy‑in from senior management / board members on actionable plans

Leadership

• Leverage industry expertise, prior professional services experience to guide team and promote innovative and analytical thinking
• Take accountability for both client and team identified issues
• Build complimentary teams using individuals’ talents and capabilities

Financial Acumen

• Complete proficiency in financial modeling and financial statements analysis and accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to drive change management
• Interpreting financial statements and understanding how info gets captured and used, understand how to streamline the processes
• Experience in the role of Controllership, Finance and Accounting Advisory Services

Accreditidation/Experience

• Graduate of accredited 4‑year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• Over 12 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• CPA, CFA, MBA, or Master’s Degree Preferred but not Required

Salary & Benefits

Salary range is $150,000‑$225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. A&M offers a discretionary bonus program based on individual and firm performance.

Regular employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time, and a 401(k) retirement plan. Eligible employees receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Employees are also eligible for paid time off including vacation, personal days, sixty‑two (62) 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.

Hiring Note

Positions are open until filled. Candidates are considered as they apply, subject to qualifications and interest.