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Alvarez & Marsal · 2 days ago

PEPI - CFO Services – Manager, FP&A

Morristown, NJ

Full-time

Onsite

Mid, Senior Level

Alvarez & Marsal is a company that specializes in CFO Services for private equity-held portfolio companies. They are seeking a Manager for FP&A to guide teams in data analysis, project management, and financial modeling while improving business performance and transparency for clients.

ConsultingProfessional Services

Growth Opportunities

Responsibilities

Guide team members in information gathering approach and ensure all relevant sources of information are pursued

Guide and lead client interviews, ask inquisitive questions, and understand different stakeholders’ perspective

Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions

Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess the organization’s design, roles, and team

Ensure issues and opportunities are clearly and concisely presented

Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation

Ability to own and complete a workstream based on the pillars of services CFO Services provides

Ensure that the project approach, timeline, and deliverables are logical, reasonable, and accurate

Set and communicate client’s expectations consistently

Employ 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 client

Ability to identify where the pillars of services CFO Services provides are not functioning

Leverage previous experience to guide and promote the team to think innovatively

Recognize the current skill set of team members and maximize their level of contribution

Share knowledge and experience, provide coaching to teammates

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

Qualification

Financial ModelingData AnalysisProject ManagementAccounting KnowledgeLeadership

Required

Guide team members in information gathering approach and ensure all relevant sources of information are pursued

Guide and lead client interviews, ask inquisitive questions, and understand different stakeholders' perspective

Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions

Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess the organization's design, roles, and team

Ensure issues and opportunities are clearly and concisely presented

Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation

Ability to own and complete a workstream based on the pillars of services CFO Services provides

Ensure that the project approach, timeline, and deliverables are logical, reasonable, and accurate

Set and communicate client's expectations consistently