PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)

CFA Institute; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

CFA Institute is seeking a CFO Services Manager in Charlotte, North Carolina. This role will involve improving financial performance for private equity portfolio companies through effective project management and financial analysis.

The ideal candidate should have 7-10 years of relevant experience, strong financial acumen, and the ability to lead client interactions and team efforts. A background in accounting or finance is preferred, and relevant certifications such as CPA or CFA are advantageous.

Qualifications

• 7-10 years of experience in Accounting, Finance, or Private Equity.
• Ability to guide and lead team members in financial processes.
• Strong understanding of financial models and accounting standards.

Responsibilities

• Manage financial analysis and improvement initiatives.
• Guide clients in financial due diligence and restructuring.
• Develop and implement financial models for reporting.

Skills

Financial Modeling

Data Analytics

Project Management

Client Communication

Education

Bachelor's degree in accounting, finance, or economics

Tools

Financial Analysis Software

Job description

PEPI - CFO Services - Manager

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, 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.

Services Pillars

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

Leadership

• Leverage previous experience to guide and promote 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 educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• 7-10 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
• Proficient financial models, data analytics programs, and presentation skills
• CPA, CFA, or Master's Degree Preferred but not Required