PEPI - CFO Services - Manager, FP&A

4 weeks ago

Dallas, United States Alvarez & Marsal Full time

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 organizations 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 clients 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
PDN-99a56ff5-9a63-4dde-8b36-400d9296e212

  • PEPI: Senior Director, CFO Services--Financial Reporting Advisory

    1 week ago

    Dallas, Texas, United States Alvarez and Marsal Full time

    Description PEPI - CFO Services Senior Director (Financial Reporting Advisory)OVERVIEW: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 by providing accounting and financial reporting advice to clients on a wide...

  • Director of FP&A

    2 weeks ago

    Dallas, United States Selby Jennings Full time

    Title : Director of FP&A Company Summary : We are working with a top tier Privately held Manufacturing firm looking to add a Director of FP&A to their growing Manufacturing team based in Dallas, TX! This opportunity will allow to work directly with c-suite level executives, gain client facing experience and have the opportunity to help build out a growing...

  • Director of FP&A

    4 weeks ago

    Dallas, Texas, United States Selby Jennings Full time

    Title: Director of FP&A Company Summary: We are working with a top tier Privately held Manufacturing firm looking to add a Director of FP&A to their growing Manufacturing team based in Dallas, TX This opportunity will allow to work directly with c-suite level executives, gain client facing experience and have the opportunity to help build out a growing...

  • Director of FP&A

    1 week ago

    Dallas, Texas, United States Selby Jennings Full time

    Title: Director of FP&A Company Summary: We are working with a top tier Privately held Manufacturing firm looking to add a Director of FP&A to their growing Manufacturing team based in Dallas, TX This opportunity will allow to work directly with c-suite level executives, gain client facing experience and have the opportunity to help build out a growing...

  • Director of FP&A

    1 week ago

    Dallas, United States Selby Jennings Full time

    Title: Director of FP&A Company Summary: We are working with a top tier Privately held Manufacturing firm looking to add a Director of FP&A to their growing Manufacturing team based in Dallas, TX! This opportunity will allow to work directly with c-suite level executives, gain client facing experience and have the opportunity to help build out a growing...

  • Director of FP&A

    3 weeks ago

    Dallas, United States Selby Jennings Full time

    Title: Director of FP&A Company Summary: We are working with a top tier Privately held Manufacturing firm looking to add a Director of FP&A to their growing Manufacturing team based in Dallas, TX! This opportunity will allow to work directly with c-suite level executives, gain client facing experience and have the opportunity to help build out a growing...

  • Chief Financial Officer

    2 weeks ago

    Dallas, TX, United States B2B CFO® Full time

    Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building...

  • FP&A Manager

    3 weeks ago

    Dallas, United States Integrity Marketing Group Full time

    Job Summary: We are seeking a highly skilled FP&A Manager to join our growing FP&A department at Integrity Marketing Group. The FP&A Manager will be part of the Shared Services FP&A team and will lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity Marketing Group. Primary...

  • FP&A Manager

    1 week ago

    Dallas, United States Integrity Marketing Group Full time

    Job Summary: We are seeking a highly skilled FP&A Manager to join our growing FP&A department at Integrity Marketing Group. The FP&A Manager will be part of the Shared Services FP&A team and will lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity Marketing Group. Primary...

  • VP of FP&A

    6 days ago

    Dallas, United States Simplex Full time

    Job Description Job Description This is a hybrid role and we are looking for someone local Dallas, TX. Our client, a fast-growing, Private Equity-backed Multi-Location Technology Services (Manufacturing / Warehousing / Distribution) company based in Dallas, TX is looking for a VP / Head of FP&A to support the company's preparation for sale in the next 24...

  • VP of FP&A

    5 days ago

    Dallas, United States Simplex Hires LLC Full time

    This is a hybrid role and we are looking for someone local Dallas, TX. Our client, a fast-growing, Private Equity-backed Multi-Location Technology Services (Manufacturing / Warehousing / Distribution) company based in Dallas, TX is looking for a VP / Head of FP&A to support the company's preparation for sale in the next 24 months. Though this role will...

  • FP&A Manager

    2 months ago

    Dallas, Texas, United States Cobalt US Full time

    Company:Currently partnered with a dynamic and rapidly growing company who are seeking a skilled FP&A Manager to join the team. As a leader in their industry, they value innovation, integrity, and excellence in everything they do.Position Overview:The company are seeking a highly motivated FP&A Manager with a background in public accounting and strong GAAP...

  • FP&A Manager

    1 week ago

    Dallas, Texas, United States Cobalt US Full time

    Company:Currently partnered with a dynamic and rapidly growing company who are seeking a skilled FP&A Manager to join the team. As a leader in their industry, they value innovation, integrity, and excellence in everything they do.Position Overview:The company are seeking a highly motivated FP&A Manager with a background in public accounting and strong GAAP...

  • Accounting and Finance

    2 weeks ago

    Dallas, United States Integrity Marketing Shared Services Center Full time

    We are seeking a highly skilled FP&A Manager to join our growing FP&A department at Integrity Marketing Group. The FP&A Manager will be part of the Shared Services FP&A team and will lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity Marketing Group.&Manage and train a team of FP&A...

  • FP&A Manager

    2 months ago

    Dallas, United States Cobalt US Full time

    Company:Currently partnered with a dynamic and rapidly growing company who are seeking a skilled FP&A Manager to join the team. As a leader in their industry, they value innovation, integrity, and excellence in everything they do.Position Overview:The company are seeking a highly motivated FP&A Manager with a background in public accounting and strong GAAP...

  • FP&A Manager

    2 weeks ago

    Dallas, TX, United States Integrity Marketing Shared Services Center Full time

    Job Summary:We are seeking a highly skilled FP&A Manager to join our growing FP&A department at Integrity Marketing Group. The FP&A Manager will be part of the Shared Services FP&A team and will lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity Marketing Group.Primary...

  • VP of FP&A

    1 week ago

    Dallas, United States Simplex Full time

    This is a hybrid role and we are looking for someone local Dallas, TX. Our client, a fast-growing, Private Equity-backed Multi-Location Technology Services (Manufacturing / Warehousing / Distribution) company based in Dallas, TX is looking for a VP / Head of FP&A to support the company's preparation for sale in the next 24 months. Though this role will...

  • VP of FP&A

    1 week ago

    Dallas, United States Simplex Full time

    Job DescriptionJob DescriptionThis is a hybrid role and we are looking for someone local Dallas, TX.Our client, a fast-growing, Private Equity-backed Multi-Location Technology Services (Manufacturing / Warehousing / Distribution) company based in Dallas, TX is looking for a VP / Head of FP&A to support the company's preparation for sale in the next 24...

  • VP of FP&A

    6 days ago

    Dallas, United States Simplex Full time

    Job DescriptionJob DescriptionThis is a hybrid role and we are looking for someone local Dallas, TX.Our client, a fast-growing, Private Equity-backed Multi-Location Technology Services (Manufacturing / Warehousing / Distribution) company based in Dallas, TX is looking for a VP / Head of FP&A to support the company's preparation for sale in the next 24...

  • VP of FP&A

    1 month ago

    Dallas, United States Simplex Hires LLC Full time

    This is a hybrid role and our preference is to find a local Dallas, TX however we are open to someone 100% remote and willing to travel/be on-site regularly. Our client, a fast-growing, Private Equity-backed Multi-Location Technology Services (Manufacturing / Warehousing / Distribution) company based in Dallas, TX is looking for a VP / Head of FP&A to...