Director, Cfo Services Jobs

Description

PEPI - CFO Services – Director

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 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:

• Business Transformation
• Strategic Analytics & Planning
• Liquidity & Working Capital Optimization
• Performance Measurement & Management
• Auxiliary Services: Accounting Remediation

PROFESSIONAL EXPECTATIONS:

Hypothesis / Scope Development

• Define type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely execution
• Guide and facilitate client interviews and ensure all relevant data are considered and pursued
• Apply industry and functional knowledge identify business drivers and issues
• Connect with client to facilitate information gathering
• Develop actionable conclusions from analyses
• Understand and develop framework given project parameters

Project Management and Implementation

• Proactively manage client’s expectations and minimize risks and negative impacts on project
• 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
• Ability to lead components of projects with multiple service lines and ability to lead smaller projects independently
• Develop straightforward actionable plans and lead individual workstreams independently
• Design cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client’s value

Leadership

• Take accountability for both client and team identified issues
• Leverage industry expertise, prior professional services experience to guide team and promote innovative and analytical thinking
• Build complimentary teams using individuals’ talents and capabilities

Financial Acumen

• Identify and drive P&L and B/S accountability
• Complete proficiency in financial modeling and financial statements analysis and accounting treatments
• Utilize tools and resources to drive change management
• Interpreting financial statements and understanding how info gets captured and used, understand how to streamline the processes
• Experience in the role of Controllership, Finance and Accounting Advisory Services

ACCREDITIDATION/EXPERIENCE:

• Complete proficiency in understanding financial models, data analytics, and presentation skills
• 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
• CPA, CFA, MBA, or Master’s Degree Preferred but not Required