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 around the non-investing aspects of business performance, 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 & PlanningPerformance Measurement & Management (Funds & Management Company)Business TransformationInvestor ReportingValuationTreasury FunctionsOperational Review and Improvement (e.g., HR, Administration, Technology & Insurance)
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, pinpoint financial/accounting/operations 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 Implementation
Ability to own and complete a workstream based on the pillars of services Fund Management Solutions 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 processing new investment & realizations, instill a process-oriented 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 Fund Management Solutions provides are not functioning
Leadership
Leverage 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 teammates
Financial Acumen
Ability 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:
7-10 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 preferredGraduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not requiredCPA, CFA, or Master's Degree Preferred but not Required
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
Minimum Salary: 0.00Maximum Salary: 0.00Salary Unit: Yearly