A&M CFO Services 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.
CFO Services Provides the following pillar of services:
Liquidity & Working Capital Optimization
Strategic Analytics & Planning
Performance Measurement & Management
Business Transformation
Auxiliary Services: Accounting Remediation
PROFESSIONAL EXPECTATIONS:
Data Collection, Validation, and Analysis
Guide team members in information gathering approach and ensure all relevant sources of information are pursued
Guide and lead 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
Ability to own and complete a workstream based on the pillars of services CFO Services provides
Ensure that the project approach, timeline, and deliverables are logical, reasonable, and accurate
Set and communicate client's expectations consistently
Employ actionable plans (e.g. create initiatives to optimize working capital, instill liquidity focused culture, improve transparency in processes and organizations)
Identify risks and obstacles early on, create contingency plans, and communicate timely with the client
Ability to identify where the pillars of services CFO Services provides are not functioning
Leadership
Leverage previous experience to guide and promote the 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 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
ACCREDITATION/EXPERIENCE:
Graduate of accredited 4-year college/university with an educational concentration in relevant areas (accounting, finance, economics) preferred but not required
