PEPI - CFO Services – Manager, FP&A

Talantir; 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

PEPI - CFO Services - Manager

OVERVIEW:

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

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:

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


• Project Management and Implementation
  
  
  
  • Ability to own and complete a workstream based on the pillars of services CFO Services provides
  
  
  • Ensure that the project approach, timeline, and deliverables are logical, reasonable, and accurate
  
  
  • Set and communicate client's expectations consistently
  
  
  • Employ actionable plans (e.g. create initiatives to optimize working capital, instill liquidity focused culture, improve transparency in processes and organizations)
  
  
  • Identify risks and obstacles early on, create contingency plans, and communicate timely with the client
  
  
  • Ability to identify where the pillars of services CFO Services provides are not functioning
  
  
  
  


• Leadership
  
  
  
  • Leverage previous experience to guide and promote the 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
  
  
  
  • Ability to build and review various financial models, provide valuable financial analysis, and evaluate accounting treatments
  
  
  • Ability to provide valuable insight and improvement initiatives to senior management and board members
  
  
  
  

ACCREDITATION/EXPERIENCE:

Graduate of accredited 4-year college/university with an educational concentration in relevant areas (accounting, finance, economics) preferred but not required