CFO Services Solution Strategy and Growth Lead

4 weeks ago

Dallas, Texas, United States Alvarez & Marsal Valuation Services, LLC Full time
About the Role

We are seeking a highly skilled and experienced CFO Services Solution Strategy and Growth Lead to join our team at Alvarez & Marsal Valuation Services, LLC. As a key member of our CFO practice, you will be instrumental in driving market success and growth for our clients.

Key Responsibilities
  • Develop and implement strategies, procedures, and business plans to drive growth and market success.
  • Manage and execute the industry vision, working closely with senior leaders and solution leaders.
  • Lead market scanning for emerging industry themes and key developments.
  • Cultivate and provide opportunities for rising talent within the organization.
  • Provide oversight and management related to project risk, pricing, and other engagement matters.
  • Track MSAs, SOWs, and manage account and project archives.
  • Support proposal team through the identification of current POV, quals, and resources.
  • Assist with finding resources to help with the creation of materials.
  • Manage pipeline, including CRM system entry and data.
  • Manage the proposal pipeline.
  • Identify areas for improved collaboration and enhanced penetration into strategic clients.
  • Manage relationship maps for all CFO contacts.
  • Manage CRM system and ensure it is current.
  • Assist with individual proposal triage to win more business, close cycle times, and improve our win rate.
  • Maintain and curate CFO sales and marketing artifacts.
  • Collect and maintain CFO proposal collateral, including project quals and team bios.
  • Drives the capture of client successes through the project close process, including soliciting project artifacts, value statements, qualifications, proposal, and deliverables from project teams.
  • Oversee the marketing activities for the overall group, including conference attendance, client meetings, marketing materials, panel participation, and other speaking engagements.
  • Oversee the marketing activities for the solution, including campaign themes, website content, marketing artifacts, qualifications, etc.
  • Support social media, PR, and other market-facing planning, including content production and distribution.
  • Provide lead support for all conference attendance, including participation schedule, client meeting preparations, and speaking engagement preparation and management.
  • Oversee all membership affiliations, including participation and relationship management.
  • Coordinate internal development and improvement of thought leadership to support marketing campaigns, including support with topic selection, external writer coordination, and content production support.
  • Coordinate activities and measure returns on investment with Corporate and CPI Marketing.
  • Assist with developing and updating industry messaging.
  • Oversee financial performance relative to targets (top line collections and gross margin).
  • Partner with CPI Finance on financial forecasting and reporting.
  • Monitor and manage expenses within the established budget.
  • Partner with CPI Finance to manage reporting of pipeline and highly likely opportunities.
  • Prepare consolidated budgets and forecasts for leadership.
  • Forecast project margins and ad-hoc requests to make commercial decisions.
  • Support year-end compensation process.
  • Understand project economics and uphold financial protocols.
  • Develop financial models for business acquisition, group hires, global, and MD investments, and other special projects.
  • Establish and oversee the talent roadmap, including identification of staffing/skills gap at all levels.
  • Work with CPI/PSS Experienced Hire Recruiting to ensure we have a talent adequate pipeline.
  • Cultivate and provide opportunities for rising talent within the solution/industry.
  • Collaborate with ACE leaders on pipeline of internal talent into the solution group.
  • Coordinate with MDs and CPI/PSS staffing team to resolve conflicts.
  • Works with CPI Training to a) develop Industry Training Strategy, b) manage individual training requests, and c) develop and execute industry onboarding.
  • Collaborate with Leadership on training programs and technical skill requirements by level.
  • Assist with performance management activities, as needed - i.e., Performance Manager assignments, consensus meeting prep and execution.
  • Develop and drive Solution/Industry specific communication strategy and plan with CFO Lead, CFO Leadership Team, SME network, and CFO practitioners.
  • Coordinate with CPI support areas, including Knowledge Management, Marketing, Finance, Training, and Solutions to ensure consistency and share leading practices.
  • Facilitate bi-weekly, monthly, quarterly practice updates.
  • Prepare, release, and manage Monthly CFO newsletter, CFO distribution lists, and maintaining CFO SharePoint Site and facilitate communications across industry and solution teams.
  • Develop and drive Industry-specific communication strategy and plan with Industry Leader, Industry Leadership Team, SME network, and Industry practitioners.
  • Distribute practice dashboard and reporting.
  • Coordinate brand alignment and program management across the CPI teams.
Requirements
  • Minimum seven years of progressive leadership, strategy, program management, business development support, and/or account management experience.
  • Experience leading and managing a team within a complex, matrixed environment with multiple stakeholders and decision makers.
  • Experience in program development and execution with strong project management and interpersonal skills.
  • Experience working as a co within the CFO Services solution.
  • Strong influencing and stakeholder management skills with existing, or the ability to quickly establish, strong relationships with stakeholder individuals and groups at all levels across the firm.
  • An innovative mindset.

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