Description

　　PEPI - CFO Services - Manager

　　OVERVIEW:

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

　　PROFESSIONAL EXPECTATIONS:

　　Data Collection, Validation, and AnalysisGuide 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 creation

　　Project Management and ImplementationAbility to own and complete a workstream based on the pillars of services CFO Services providesEnsure that the project approach, timeline, and deliverables are logical, reasonable, and accurateSet and communicate client's expectations consistentlyEmploy 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 clientAbility to identify where the pillars of services CFO Services provides are not functioning

　　LeadershipLeverage previous experience to guide and promote the team to think innovativelyRecognize the current skill set of team members and maximize their level of contributionShare knowledge and experience, provide coaching to teammates

　　Financial 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

　　ACCREDITATION/EXPERIENCE:Graduate of accredited 4-year college/university with an educational concentration in relevant areas (accounting, finance, economics) preferred but not required

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