PEPI - CFO Services – Manager, FP&A

Talantir; United States; Hybrid; USD 110,000 - 160,000; Full time

Job summary

A&M CFO Services seeks a Manager, FP&A to support private equity portfolio companies by improving liquidity, planning, and performance management. You will lead analytics, build models, and drive value through hands-on operations.

This role emphasizes stakeholder interviews, identifying gaps, and delivering credible plans with measurable outcomes across liquidity, working capital, and EBITDA enhancement.

Qualifications

• Graduate of accredited 4-year college/university in accounting, finance, or economics.
• Experience with data collection, validation, and analysis is essential.

Responsibilities

• Lead data collection, validation, and analysis for client engagements.
• Guide client interviews and stakeholder perspectives.
• Forecast liquidity needs and identify process inefficiencies.
• Develop financial models and evaluate accounting treatments.
• Set client expectations and manage project timelines.

Skills

Data analysis

Financial modeling

Stakeholder interviews

Process improvement

Project management

Accounting knowledge

Education

Bachelor's degree in accounting/finance

Job description

## What Does This PEPI - CFO Services – Manager, FP&A Role Involve?### 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 AnalysisGuide team members in information gathering approach and ensure all relevant sources of information are pursuedGuide and lead client interviews, ask inquisitive questions, and understand different stakeholders' perspectiveIdentify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptionsIdentify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess the organization's design, roles, and teamEnsure issues and opportunities are clearly and concisely presentedUnderstanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation### Project Management and ImplementationAbility to own and complete a workstream based on the pillars of services CFO Services providesEnsure that the project approach, timeline, and deliverables are logical, reasonable, and accurate### Set and communicate client's expectations consistentlyEmploy 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 clientAbility to identify where the pillars of services CFO Services provides are not functioning### LeadershipLeverage previous experience to guide and promote the team to think innovativelyRecognize the current skill set of team members and maximize their level of contributionShare knowledge and experience, provide coaching to teammates### Financial AcumenAbility to build and review various financial models, provide valuable financial analysis, and evaluate accounting treatmentsAbility 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 requiredThis role is classified under Support Operations Manager (O\\*NET 11-3012.50) — view the full career profile for typical tasks, skills, and outlook.### Required SkillsEconomics and AccountingOperations AnalysisTime ManagementDesign