Description
PEPI - CFO Services - Senior Director
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 Optimization
- Strategic Analytics & Planning
- Performance Measurement & Management
- Business Transformation
- Auxiliary Services : Accounting Remediation
PROFESSIONAL EXPECTATIONS :
Hypothesis / Scope Development
- Connect with Private Equity and client's Executive team to facilitate information gathering and ensure all relevant data are considered and pursued
- Assess critical issues given the organizational challenges and identify a path forward for the client
- Challenge analyses and conclusions to ensure they are complete, accurate, fact-based, and reflective of the situation
- Identify holes in analyses that lead to a disconnect between solution recommendation and results
- Apply industry and functional knowledge identify business drivers and issues
- Ability to understand the sources and drivers of value creation within the industry and company
Project Management and Implementation
- Develop complex business improvement plans and lead all projects independently
- Deliver on Private Equity focused initiatives (Interim Management Roles, Liquidity Management, Business Transformation, Performance Improvement, and Accounting Remediation)
- Proactively manage client's expectations, risk management; maintain and develop client relationships for long term opportunities
- Convince senior management and board members key business focus, obtain buy in of implementation plans
- Anticipates risks and obstacles, and be vigilant and diligent about reassessing issues and risks as plans and approach change
- Identify finance and accounting weakness in the organization and provide remediation going forward
Leadership
- Apply industry expertise pragmatically to engage in developing and delivering creative solutions
- Take accountability for both client relationship management and team deliverables
- Drive client and team to a sense of urgency relative to critical issues
- Assign appropriate resources, removes barriers, and monitor project outcomes
Financial Acumen
- Experience in the role of CFO with a track record of driving and delivering value to the business
- Experience in the role of Controllership, Finance and Accounting Advisory Services
ACCREDIDATION / EXPERIENCE :
- Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
- Over 12 years of experience related to : Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
- Prior experience as CFO in Private Equity Backed Portfolio Companies preferred
- Possess a track record of successfully delivering complex projects, lead holistic performance improvement projects
- Complete proficiency in understanding financial models, data analytics, and presentation skills
- CPA, CFA, MBA, or Master's Degree Preferred but not Required
LI-LS1
The salary range is $175,000-$275,000 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.