Pepi: Manager, Cfo Services (Open To All Us Locations)

Description

PEPI - CFO Services – Manager

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:

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

PROFESSIONAL EXPECTATIONS:

Data Collection, Validation and Analysis

• Guide and lead client interviews, ask inquisitive questions and understand different stakeholders’ perspective
• Guide team members in information gathering approach and ensure all relevant sources of information are pursued
• Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation
• Ensure issues and opportunities are clearly and concisely presented
• 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 organization’s design, roles and team

Project Management and Implementation

• Set and communicate client’s expectation consistently
• Ability to identify where the pillars of services CFO Services provides are not functioning
• Identify risks and obstacles early on, create contingency plans and communicating timely with client
• Ensure that project approach, timeline and deliverables are logical, reasonable and accurate
• Ability to own and complete a workstream based on the pillars of services CFO Services provides
• Employ actionable plans (e.g. create initiatives to optimize working capital, instill a liquidity focused culture, improve transparency in processes and organizations)

Leadership

• Leverage previous experience to guide and promote 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 provide valuable insight and improvement initiatives to senior management and board members
• Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments

ACCREDITION/EXPERIENCE:

• Proficient financial models, data analytics programs, and presentation skills
• CPA, CFA, or Master’s Degree Preferred but not Required
• Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• 7-10 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity