Strategic CFO Services Director – PE Value Driver

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

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Paid time off

Discretionary bonus

Job summary

Alvarez & Marsal is seeking a senior finance advisory professional for its CFO Services practice in Dallas. The role focuses on liquidity, planning, performance measurement, and business transformation for private equity portfolio companies.

Candidates bring 12+ years in accounting/finance, strong financial modeling, data analytics, and presentation skills, with CPA/CFA/MBA preferred. Lead and manage multi‑line projects, guide client interviews, and deliver actionable recommendations.

Qualifications

• 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

Responsibilities

• 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
• Develop actionable conclusions from analyses
• 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
• Engage and work collaboratively with senior management; obtain buy‑in from senior management / board members on actionable plans

Skills

Financial modeling

Data analytics

Presentation skills

Accounting

Education

Bachelor's degree in Accounting/Finance

CPA, CFA, MBA or Master’s Degree preferred

Job description

Alvarez & Marsal is seeking a senior finance advisory professional for its CFO Services practice in Dallas. The role focuses on liquidity, planning, performance measurement, and business transformation for private equity portfolio companies.

Candidates bring 12+ years in accounting/finance, strong financial modeling, data analytics, and presentation skills, with CPA/CFA/MBA preferred. Lead and manage multi‑line projects, guide client interviews, and deliver actionable recommendations.