Description

　　PEPI - CFO Services - Director

　　OVERVIEW:

　　AandM 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 and Working Capital OptimizationStrategic Analytics and PlanningPerformance Measurement and ManagementBusiness TransformationAuxiliary Services: Accounting Remediation

　　PROFESSIONAL EXPECTATIONS:

　　Hypothesis / Scope DevelopmentConnect with client to facilitate information gatheringGuide and facilitate client interviews and ensure all relevant data are considered and pursuedDefine type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely executionApply industry and functional knowledge identify business drivers and issuesUnderstand and develop framework given project parametersDevelop actionable conclusions from analyses

　　Project Management and ImplementationAbility to lead components of projects with multiple service lines and ability to lead smaller projects independentlyProactively manage client's expectations and minimize risks and negative impacts on projectDevelop straightforward actionable plans and lead individual workstreams independentlyDesign cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client's valueAnticipate risks and obstacles early on, create contingency plans and communicating timely with clientEngage and work collaboratively with senior management; ability to obtain buy-in from senior management / board members on actionable plans

　　LeadershipLeverage industry expertise, prior professional services experience to guide team and promote innovative and analytical thinkingTake accountability for both client and team identified issuesBuild complimentary teams using individuals' talents and capabilities

　　Financial AcumenComplete proficiency in financial modeling and financial statements analysis and accounting treatmentsIdentify and drive PandL and B/S accountabilityUtilize tools and resources to drive change managementInterpreting financial statements and understanding how info gets captured and used, understand how to streamline the processesExperience in the role of Controllership, Finance and Accounting Advisory Services

　　ACCREDITIDATION/EXPERIENCE:Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not requiredOver 12 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private EquityComplete proficiency in understanding financial models, data analytics, and presentation skillsCPA, CFA, MBA, or Master's Degree Preferred but not Required

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　　Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity