Description
OVERVIEW :
A&M Fund Management Solutions works with private equity managers and provides our clients with solutions to optimize the operations of their businesses.
Our goal is to improve efficiency and reduce risk across the non-investing aspects of a manager's business, and to provide benefits through hands-on involvement in our clients' operations.
Our job is to support PE firms to enhance and optimize how their operations function.
CFO Services Provides the following pillar of services
- Strategic Analytics & Planning
- Performance Measurement & Management (Funds & Management Company)
- Business Transformation
- Investor Reporting
- Valuation
- Treasury Functions
- Operational Review and Improvement (e.g., HR, Administration, Technology, Insurance)
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 flow accurately and consistently throughout the presentation
Project Management and Implementation
- Ability to own and complete a workstream based on the pillars of service Fund Management Solutions provides
- 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 (e.g., three statement forecast, liquidity forecasting) and client presentations independently and accurately
- Develop bespoke solutions with creative approaches as circumstances warrant
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 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 :
- 3-7 years of experience related to : Accounting / Finance, Financial Due Diligence, Investment Banking or Private Equity with experience at a fund / asset manager or equivalent business strongly preferred
- Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
- Experience in building integrated financial models including strong Excel / PowerPoint skills
Private Partnership Solutions (PPS) - Tax Senior Associate
SummaryA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Demonstrates...
Tax Senior Manager - Investment Management - Private Equity (Central Region Office Locations)
As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our clients...
Deals - Private Equity Value Creation (Healthcare Services) - Sr. Associate
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from...
Lead Fund Controller, Private Funds
The Lead Fund Controller, Private Funds will oversee several functions for Wellington's Private Investment Funds, playing a key role in fund NAV oversight and annual audits, execution of capital calls and distributions, investor support, and contribution to cross-functional business initiatives. Thi...
Senior Clinical Research Coordinator
This role may periodically require travel to a secondary site to provide support or temporary coverage as needed. This position is entirely an on-site CRC role requiring daily travel to a primary site. ...
Dermatology group near Midland Texas is seeking an experienced NP or PA to join the team
Established Dermatology group near Odessa, TX is seeking an experienced Nurse Practitioner or PA to join the team. The provider will be seeing patients for comprehensive General Dermatology cases such as Botox, Chemical Peel, Cool Sculpting, Fillers, and more. Must have at least 2 years of experienc...
Funds and Co-investments Accounting – Senior Associate
We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. Title: Funds and Co-in...
Dermatology group in northern Virginia is seeking an experienced NP or PA to join the team
Established Dermatology group near Warrenton, VA is seeking an experienced Nurse Practitioner or PA to join the team. The provider will be seeing patients for comprehensive General Dermatology cases such as Botox, Chemical Peel, Cool Sculpting, Fillers, and more. Must have at least 2 years of experi...
Dermatology group in southwestern Virginia is seeking an experienced NP or PA to join the team
Established Dermatology group in Martinsville, VA is seeking an experienced Nurse Practitioner or PA to join the team. The provider will be seeing patients for comprehensive General Dermatology cases such as Botox, Chemical Peel, Cool Sculpting, Fillers, and more. Must have at least 2 years of exper...
12 Hour Shifts - Hospital Group in Northern Illinois Needs an Urgent Care APP to Join the Team
Competitive salary, loan repayment options, sign-on bonus, relocation assistance incentive plan, call pay, 401(k) retirement plan, PTO, optional health, dental, and vision, and flexible spending accounts. Schedule to be discussed during the interview). The provider must be able to conduct preventati...