The CFO Services Strategy and Growth Lead (SGL) is instrumental in driving market success for the CFO practice. The CFO SGL works with the CFO Lead to drive the strategic vision for the practice. These activities include but are not limited to market/business development, implementing financial strategy and modeling, thought leadership, talent management, communications, coordination and collaboration with other Business units outside of the CFO practice. Given its nascent position, there will be a significant focus on market presence (internal to A&M and external), solution build out and prioritization, talent acquisition (organic and inorganic), and team growth and development. Below is the breadth of activities; however, not all job responsibilities will run concurrently.
Responsibilities:
Strategy & Growth
Manage and execute the industry vision, working closely with the MDs and solution leader
Develop and implement strategies, procedures and business plans
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
Business Development
Leadership:
Lead weekly pipeline reviews, including meeting material preparation, updates to pipeline opportunities, and stakeholder follow-ups as required
Prepare collateral for weekly leadership meetings and monthly CFO team meetings and support running the meetings as needed
Proposal & Pipeline Management:
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
Relationship Tracking:
Manage relationship maps for all CFO contacts
Manage CRM system and ensure it is current
Proposal Support:
Assist with individual proposal triage to win more business, close cycle times, and improve our win rate. Providing Win/Loss analysis and remediation recommendations
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.
Marketing, Conferences and Thought Leadership
Oversee the marketing activities for the overall group, including conference attendance, client meetings, marketing materials, panel participation and other speaking engagements
Marketing:
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
Conferences & Memberships:
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
Thought Leadership:
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
Financial Planning & Analysis
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
Talent Management
Hiring:
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 talent adequate pipeline
Resource Management:
Cultivate and provide opportunities for rising talent within 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
Training:
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
Evaluation:
Assist with performance management activities, as needed - i.e., Performance Manager assignments, consensus meeting prep and execution.
Communications
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
Compensation
SGLs are eligible to receive additional compensation for originating a new client and or selling credit on new engagements and/or the extension of an engagement
Qualifications
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 that can think strategically with a willingness to execute tactically
Can adapt, learn quickly and be resourceful; flexible and willing to pivot to keep pace with evolving needs
Ability to synthesize large quantities of complex data into actionable information
Experience leading and managing a team within a complex, matrixed environment with multiple stakeholders and decision makers
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
