PEPI: Senior Associate, CFO Services
2 months ago
Alvarez & Marsal Private Equity Performance Improvement
Senior Associate, CFO Services - (Digital Finance)
OVERVIEW:
A&M's Private Equity Performance Improvement Services (PEPI) practice 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.
Our PEPI CFO Services practice includes the following pillar of services:
- Liquidity & Working Capital Optimization
- Strategic Analytics & Planning
- Performance Measurement & Management
- Business Transformation
- Auxiliary Services: Accounting Remediation
PEPI CFO Services Senior Associate, Digital Finance:
PROFESSIONAL EXPECTATIONS
- Digital Finance Transformation Expertise and proven implementation experience
- Experience in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency.
- Finance & Accounting Process improvement expertise & process automation
- Knowledge of Digital Finance tools and vendors
- Expertise implementing Digital tools for Finance in large public corporations or mid-size PE owned Portfolio Companies.
- Expertise in building Predictive Forecasting Models
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 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 ability to 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 communicating timely with client
- Engage and work collaboratively with senior management; ability to obtain buy-in from senior management / board members on actionable plans
Professional Expectations
Data Collection, Validation and Analysis
- Develop information requests based on the specific project scope
- Lead client interviews and ask the right questions in order to gather meaningful data
- Identify information gaps through trend analysis, pattern recognition
- Investigate beyond the first logical answer and challenge preconceived beliefs with fact-based analytics
- Deep dive into all relevant data, improve management reporting, and develop reliable and transparent forecasting
- Develop storyline messages using supporting facts and analyses, ensure data and branding standards flows accurately and consistently throughout the presentation
Project Management and Implementation
- Review and provide inputs to all work products, and ensure that all client deliverables are presented logically and accurately
- Set reasonable timelines/expectations and align such with client
- Develop financial models (three statement forecast, liquidity forecasting) and client presentations independently and accurately
- Develop bespoke solutions with creative approaches during unprecedented times
Teamwork
- Promote a team environment where diverse ideas and opinions are encouraged
- Share knowledge and experience, provide coaching to teammates
Financial Acumen
- Ability to build various financial models and provide insightful analyses
- Ability to understand the impacts to profit and balance sheet stemming from impacts to key operating levers
QUALIFICATIONS:
- Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
- Experience in at least two of the following areas: RPA, Predictive Forecasting, Finance Analytics, NLG, data visualization.
- 3-7 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
#LI-LS1
-
Interim CFO
1 month ago
Chicago, Illinois, United States Alvarez & Marsal Deutschland GmbH Full timeAlvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) CFO Services team in various locations throughout the U.S. With more than 5,500 professionals based in 40...
-
Senior Auditor for CFO Services
6 days ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust: Northern Trust is a prestigious financial institution, recognized globally and celebrated for its excellence since 1889. We take pride in delivering innovative financial solutions and expert guidance to the world’s most successful individuals, families, and organizations, grounded in our core values of service, expertise, and...
-
Senior Audit Manager, CFO
3 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Senior Audit Manager, CFO
1 month ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Senior Associate, Robotic Process Automation
1 month ago
Chicago, Illinois, United States Portage Point Partners Full timePortage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational, financial and strategic...
-
CFO Accounting Intern
6 days ago
Chicago, Illinois, United States RSM US LLP Full timeAbout Us: RSM US LLP is a premier provider of professional services tailored for the middle market globally. Our mission is to instill confidence amidst change, empowering our clients and our team to achieve their fullest potential. Position Overview: We are looking for a dedicated intern to support our CFO Accounting team. This role is crucial in assisting...
-
Senior Financial Executive
5 days ago
Chicago, Illinois, United States HRBoost Full timeJob OverviewPosition: Chief Financial OfficerCompany: HRBoostHRBoost, a distinguished player in the residential real estate sector, is seeking a Chief Financial Officer (CFO) to enhance its executive leadership team. This pivotal role is based at our corporate headquarters.The CFO will be responsible for steering all financial and accounting functions within...
-
Senior Financial Associate
6 days ago
Chicago, Illinois, United States MA Rebar Services Full timeCompany Overview: MA Rebar Services is a reputable construction firm seeking dedicated accounting professionals to join our team. Position Summary: We are looking for a full-time Senior Financial Associate to manage various accounting functions. This role is essential for maintaining the financial health of our operations. Key Responsibilities: Oversee all...
-
Facility Maintenance Associate
5 days ago
Chicago, Illinois, United States Senior Lifestyle Full timeJoin Our Team as a Facility Maintenance AssociateAs a Facility Maintenance Associate with Senior Lifestyle, you will be essential in ensuring the cleanliness and orderliness of communal spaces within our community.Regularly remove litter and waste from the grounds and disposal units.Assist in the sanitation of living units during the transition between...
-
Senior Director of Resident Engagement
1 day ago
Chicago, Illinois, United States Brookdale Senior Living Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Director of Resident Engagement to join our team at Brookdale Senior Living. This is a key leadership role that requires a strong passion for delivering exceptional resident experiences and a proven track record of success in senior living operations.Key ResponsibilitiesDevelop and implement...
-
Senior Audit Associate
4 weeks ago
Chicago, Illinois, United States Topel Forman LLC Full timeTopel Forman, a leading certified public accounting firm in the Midwest and the Denver region, is looking for a Senior Audit Associate to join their team. As a Senior Audit Associate, you will be responsible for providing high-level client service and leading financial statement engagements in various industries. Your duties will include planning, executing,...
-
Chicago, Illinois, United States CohnReznick Full timeThis position is offered by CohnReznick, a leading Professional Services and Business Advisory firm that emphasizes innovation and teamwork across its Advisory, Assurance, and Tax services. **YOUR TEAM.**We are currently seeking a talented Assurance Senior Associate to join our dynamic team. This role will be based in our Chicago office and will focus on...
-
Senior Associate
1 month ago
Chicago, Illinois, United States KPMG Full timeKPMG - Senior Associate, Mergers & Acquisitions PracticeAdvise clients on corporate tax services, planning, research, and M&A activitiesWork in a team delivering due diligence and tax structuring servicesAssist with current issues like debt restructurings and tax basisLiaise with target companies and gather tax risk informationDevelop, motivate, and train...
-
Experienced Accounting Professional
5 days ago
Chicago, Illinois, United States Liberty Personnel Services, Inc. Full timeOverview:Are you eager to elevate your career beyond the conventional paths offered by traditional public accounting firms? Liberty Personnel Services, Inc. presents an exceptional opportunity for you.This position offers a balanced 48-hour work week with a competitive compensation package that typically exceeds 15-20% more than your first year at other...
-
Chicago, Illinois, United States Quatrro HR Services Full timeJob SummaryQuatrro Business Support Services is seeking an experienced Chief Financial Officer (CFO)/Assistant Vice President (AVP) to provide strategic financial oversight and guidance to multiple nonprofit clients. This role will ensure their long-term success and compliance with relevant regulations.Key ResponsibilitiesClient Financial Leadership: Serve...
-
Senior Account Services Associate
6 hours ago
Chicago, Illinois, United States GroupM Full timePosition Overview As a Senior Associate in the Account Services division at GroupM, you will act as the main liaison between Xaxis and our clientele, focusing on programmatic strategy. Your role will involve direct communication with agency partners and clients to advance business objectives. You will engage in high-level relationships and contribute to...
-
Senior Account Services Associate
5 days ago
Chicago, Illinois, United States GroupM Full timePosition Overview As a Senior Associate in the Account Services division at GroupM, you will act as the key liaison between Xaxis and our clientele, focusing on all aspects of programmatic strategy. Your role will involve direct engagement with agency partners and clients to drive business initiatives forward. You will engage in high-level relationships...
-
Senior Manager
2 months ago
Chicago, Illinois, United States Suntory Global Spirits Full timeExciting OpportunityJoining our team as a Senior Manager in the department of Global FP&A, you will play a key role in providing insightful financial analysis to our senior leadership. Reporting directly to the Director, Global FP&A, you will collaborate closely with regional FP&A teams to analyze results and guide regional reporting. Additionally, you will...
-
Human Resources Associate
6 days ago
Chicago, Illinois, United States Brookdale Senior Living Full timePosition OverviewBrookdale Senior Living is recognized as one of America's leading workplaces for diversity. We are currently seeking a dedicated Human Resources Assistant to join our dynamic team.Key Benefits:Health benefits starting at just $34/monthEarly access to earned wages for hourly associatesOpportunities for career advancement and professional...
-
Senior Financial Accountant
5 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeSenior Financial Accountant $75,000 - $105,000 About the Company: Creative Financial Staffing is a well-established organization experiencing significant growth. They are currently seeking a Senior Financial Accountant to enhance their accounting team. The company has achieved remarkable success in recent years and is looking for a candidate with a similar...