DescriptionPEPI - 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 OptimizationStrategic Analytics & PlanningPerformance Measurement & ManagementBusiness TransformationAuxiliary 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 pursuedGuide and lead client interviews, ask inquisitive questions and understand different stakeholders' perspectiveIdentify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptionsIdentify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and teamEnsure issues and opportunities are clearly and concisely presentedUnderstanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creationProject Management and Implementation Ability to own and complete a workstream based on the pillars of services CFO Services providesEnsure that project approach, timeline and deliverables are logical, reasonable and accurateSet and communicate client's expectation consistentlyEmploy 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 clientAbility to identify where the pillars of services CFO Services provides are not functioningLeadershipLeverage previous experience to guide and promote team to think innovativelyRecognize the current skill set of team members and maximize their level of contributionShare knowledge and experience, provide coaching to teammatesFinancial AcumenAbility to build and review various financial models, provide valuable financial analysis and evaluate accounting treatmentsAbility to provide valuable insight and improvement initiatives to senior management and board members ACCREDITION/EXPERIENCE: Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required7-10 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private EquityProficient financial models, data analytics programs, and presentation skillsCPA, CFA, or Master's Degree Preferred but not RequiredEqual Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identityMinimum Salary: 0.00
Maximum Salary: 0.00
Salary Unit: Yearly
Full-time- ID: #52652796
- State: New York New york city 00000 New york city USA
- City: New york city
- Salary: USD TBD TBD
- Showed: 2024-10-06
- Deadline: 2024-12-05
- Category: Et cetera