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 by providing accounting and financial reporting advice to clients on a wide range of transactions and events, including adherence to new or revised accounting standards and effective management of the financial reporting processes.
CFO Services Provides the following pillar of services:
Liquidity & Working Capital Optimization
Strategic Analytics & Planning
Performance Measurement & Management
Business Transformation
Financial Reporting Advisory
FOCUS AREAS - Financial Reporting Advisory:
Maintain up-to date knowledge of US GAAP with a technical understanding of accounting changes (e.g. revenue recognition and lease transactions) and provide clients with recommendations and conclusions on the application of complex accounting guidance
Prepare and review pre- and post-deal financial reporting (e.g., opening / closing balance sheets) to meet contractual/regulatory requirements without interruptions to the standard business process
Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory or interim management roles
Assist leadership in guiding clients through the IPO readiness journey by drafting SEC reporting and providing audit support
Participate in working capital disputes to favorable outcomes by managing the process through settlement or arbitration
PROFESSIONAL EXPECTATIONS:
Data Collection, Validation and Analysis
Help team members in information gathering approach and ensure all relevant sources of information are pursued
Participate in client interviews, ask inquisitive questions and understand different stakeholders' perspective
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
Ensure issues and opportunities are clearly and concisely presented
Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation
Project Management and Implementation
Ensure that project approach, timeline and deliverables are logical, reasonable and accurate
Set and communicate client's expectation consistently
Employ actionable plans (e.g. create initiatives to optimize working capital, instill a liquidity focused culture, improve transparency in processes and organizations)
Identify risks and obstacles early on, create contingency plans and communicating timely with client
Ability to identify where the pillars of services CFO Services provides are not functioning
Financial Acumen
Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments
Ability to provide valuable insight and improvement initiatives to senior management and board members
ACCREDITION/EXPERIENCE:
Minimum B.A / B.S. degree or equivalent from an accredited university by the time employment commences
Accounting major
Meeting education requirement for CPA certification in the state where you are applying for
The salary range is $ 100,000-$150,000 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
