CFO Services Solution Strategy and Growth Lead
2 weeks ago
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.
- 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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