Director, CFO Services (OPEN TO ALL US LOCATIONS) - 202000284-OTHLOC-CF2bYfwA
- Alvarez & Marsal Private Equity Performance Improvement Group, LLC
- Tampa, Florida
- Full Time
Between $150k and
$225k
Per Year
DOE (Depends on Experience)
Position range in Tampa-St. Petersburg-Clearwater, FL Metropolitan Statistical Area $62k - $152k Per Year
Director, CFO Services (OPEN TO ALL US LOCATIONS) - 202000284-OTHLOC-CF2bYfwA
Alvarez & Marsal Private Equity Performance Improvement Group, LLC
Occupation: Managers, All Other
Location: Tampa, FL - 33601
Positions available: 1
Job #: 12489178
Source: Employ Florida
Posted: 6/4/2025
Updated: 6/4/2025
Expires: 7/4/2025
Web Site: Employ Florida
Onsite / Remote: Not Specified
Job Type: Regular, Full Time (30 Hours or More), Permanent Employment, Day Shift
Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window.
Job Requirements and Properties
Help for Job Requirements and Properties. Opens a new window.
Work Onsite
Full Time
Education
Bachelor's Degree
Experience
144 Month(s)
Schedule
Full Time
Job Type
Regular
Duration
Permanent Employment
Shift
Day Shift
Job Description Help for Job Description. Opens a new window.
Job Description
Help for Job Description. Opens a new window.
DESCRIPTION/RESPONSIBILITIES:
Description
PEPI - CFO Services - 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 client to facilitate information gathering
* Guide and facilitate client interviews and ensure all relevant data are considered and pursued
* Define type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely execution
* Apply industry and functional knowledge identify business drivers and issues
* Understand and develop framework given project parameters
* Develop actionable conclusions from analyses
Project Management and Implementation
* Ability to lead components of projects with multiple service lines and ability to lead smaller projects independently
* Proactively manage client's expectations and minimize risks and negative impacts on project
* Develop straightforward actionable plans and lead individual workstreams independently
* Design cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client's value
* Anticipate risks and obstacles early on, create contingency plans and communicating timely with client
* Engage and work collaboratively with senior management; ability to obtain buy-in from senior management / board members on actionable plans
Leadership
* Leverage industry expertise, prior professional services experience to guide team and promote innovative and analytical thinking
* Take accountability for both client and team identified issues
* Build complimentary teams using individuals' talents and capabilities
Financial Acumen
* Complete proficiency in financial modeling and financial statements analysis and accounting treatments
* Identify and drive P&L and B/S accountability
* Utilize tools and resources to drive change management
* Interpreting financial statements and understanding how info gets captured and used, understand how to streamline the processes
* Experience 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 required
* Over 12 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
* 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 $150,000-$225,000 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.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Equal Opportunity Employer
Help for Employer Information. Opens a new window.
$225k
Per Year
DOE (Depends on Experience)
Position range in Tampa-St. Petersburg-Clearwater, FL Metropolitan Statistical Area $62k - $152k Per Year
Director, CFO Services (OPEN TO ALL US LOCATIONS) - 202000284-OTHLOC-CF2bYfwA
Alvarez & Marsal Private Equity Performance Improvement Group, LLC
Occupation: Managers, All Other
Location: Tampa, FL - 33601
Positions available: 1
Job #: 12489178
Source: Employ Florida
Posted: 6/4/2025
Updated: 6/4/2025
Expires: 7/4/2025
Web Site: Employ Florida
Onsite / Remote: Not Specified
Job Type: Regular, Full Time (30 Hours or More), Permanent Employment, Day Shift
Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window.
Job Requirements and Properties
Help for Job Requirements and Properties. Opens a new window.
Work Onsite
Full Time
Education
Bachelor's Degree
Experience
144 Month(s)
Schedule
Full Time
Job Type
Regular
Duration
Permanent Employment
Shift
Day Shift
Job Description Help for Job Description. Opens a new window.
Job Description
Help for Job Description. Opens a new window.
DESCRIPTION/RESPONSIBILITIES:
Description
PEPI - CFO Services - 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 client to facilitate information gathering
* Guide and facilitate client interviews and ensure all relevant data are considered and pursued
* Define type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely execution
* Apply industry and functional knowledge identify business drivers and issues
* Understand and develop framework given project parameters
* Develop actionable conclusions from analyses
Project Management and Implementation
* Ability to lead components of projects with multiple service lines and ability to lead smaller projects independently
* Proactively manage client's expectations and minimize risks and negative impacts on project
* Develop straightforward actionable plans and lead individual workstreams independently
* Design cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client's value
* Anticipate risks and obstacles early on, create contingency plans and communicating timely with client
* Engage and work collaboratively with senior management; ability to obtain buy-in from senior management / board members on actionable plans
Leadership
* Leverage industry expertise, prior professional services experience to guide team and promote innovative and analytical thinking
* Take accountability for both client and team identified issues
* Build complimentary teams using individuals' talents and capabilities
Financial Acumen
* Complete proficiency in financial modeling and financial statements analysis and accounting treatments
* Identify and drive P&L and B/S accountability
* Utilize tools and resources to drive change management
* Interpreting financial statements and understanding how info gets captured and used, understand how to streamline the processes
* Experience 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 required
* Over 12 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
* 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 $150,000-$225,000 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.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Equal Opportunity Employer
Help for Employer Information. Opens a new window.
Job ID: 480054126
Originally Posted on: 6/6/2025
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