PEPI: Senior Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)
at Alvarez & Marsal Private Equity Performance Improvement Group, LLC
A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides 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.
Our PEPI CFO Services practice includes the following pillar of services:
Liquidity & Working Capital Optimization
Strategic Analytics & Planning
Performance Measurement & Management
Business Transformation
Auxiliary Services: Accounting Remediation
PEPI CFO Services Senior Associate, Digital Finance:
PROFESSIONAL EXPECTATIONS
Digital Finance Transformation Expertise and proven implementation experience
Experience in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency.
Finance & Accounting Process improvement expertise & process automation
Knowledge of Digital Finance tools and vendors
Expertise implementing Digital tools for Finance in large public corporations or mid-size PE owned Portfolio Companies.
Expertise in building Predictive Forecasting Models
Hypothesis / Scope Development
Connect with client to facilitate information gathering
Guide and facilitate client interviews and ensure all relevant data are considered and pursued
Define type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely execution
Apply industry and functional knowledge identify business drivers and issues
Understand and develop framework given project parameters
Develop actionable conclusions from analyses
Project Management and Implementation
Ability to lead components of projects with multiple service lines and ability to lead smaller projects independently
Proactively manage client's expectations and minimize risks and negative impacts on project
Develop straightforward actionable plans and lead individual workstreams independently
Design cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client's value
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
Professional Expectations
Data Collection, Validation and Analysis
Develop information requests based on the specific project scope
Lead client interviews and ask the right questions in order to gather meaningful data
Identify information gaps through trend analysis, pattern recognition
Investigate beyond the first logical answer and challenge preconceived beliefs with fact-based analytics
Deep dive into all relevant data, improve management reporting, and develop reliable and transparent forecasting
Develop storyline messages using supporting facts and analyses, ensure data and branding standards flows accurately and consistently throughout the presentation
Project Management and Implementation
Review and provide inputs to all work products, and ensure that all client deliverables are presented logically and accurately
Set reasonable timelines/expectations and align such with client
Develop financial models (three statement forecast, liquidity forecasting) and client presentations independently and accurately
Develop bespoke solutions with creative approaches during unprecedented times
Teamwork
Promote a team environment where diverse ideas and opinions are encouraged
Share knowledge and experience, provide coaching to teammates
Financial Acumen
Ability to build various financial models and provide insightful analyses
Ability to understand the impacts to profit and balance sheet stemming from impacts to key operating levers
QUALIFICATIONS:
Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
Experience in at least two of the following areas: RPA, Predictive Forecasting, Finance Analytics, NLG, data visualization.
3-7 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
Complete proficiency in understanding financial models, data analytics, and presentation skills
CPA, CFA, MBA, or Master's Degree Preferred but not Required
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The salary range is $100,000 - $160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
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.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.