Director, CFO Services (OPEN TO ALL US LOCATIONS)

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

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Paid time off and holidays

Job summary

Alvarez & Marsal's CFO Services team works with private equity‑held portfolio companies to preserve and generate value by strengthening cash flow, EBITDA and financial planning. The role emphasizes data‑driven analysis, leadership and execution across finance operations, controls, and performance management.

The ideal candidate brings deep accounting and financial advisory experience, a track record in corporate finance, and the ability to guide multi‑discipline teams through complex projects in

Qualifications

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

Responsibilities

• Lead hypotheses, scope development and information gathering with client stakeholders
• Guide client interviews and ensure data is complete, accurate and timely
• Develop actionable conclusions from analyses and craft executable recommendations
• Manage projects with multiple service lines; lead smaller projects independently
• Identify risks, create contingency plans, and communicate with client and senior management
• Drive EBITDA improvements, cash flow and organizational design to boost client value
• Demonstrate accountability for client and team issues and build complimentary teams

Skills

Financial modeling

Financial statements analysis

P&L accountability

Data analytics

Presentation skills

Education

Bachelor's degree in accounting/finance

CPA/CFA/MBA preferred

Tools

Excel

Power BI/Analytics tools

Job description

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.