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PEPI: Senior Director, CFO Services (OPEN TO ALL US LOCATIONS)

Location: Miami, FL, United States
Date Posted: Jul 19, 2024

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PEPI - CFO Services – Senior Director


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


Hypothesis / Scope Development

  • Connect with Private Equity and client’s Executive team to facilitate information gathering and ensure all relevant data are considered and pursued
  • Assess critical issues given the organizational challenges and identify a path forward for the client
  • Challenge analyses and conclusions to ensure they are complete, accurate, fact-based, and reflective of the situation
  • Identify holes in analyses that lead to a disconnect between solution recommendation and results
  • Apply industry and functional knowledge identify business drivers and issues
  • Ability to understand the sources and drivers of value creation within the industry and company

Project Management and Implementation

  • Develop complex business improvement plans and lead all projects independently
  • Deliver on Private Equity focused initiatives (Interim Management Roles, Liquidity Management, Business Transformation, Performance Improvement, and Accounting Remediation)
  • Proactively manage client’s expectations, risk management; maintain and develop client relationships for long term opportunities
  • Convince senior management and board members key business focus, obtain buy in of implementation plans
  • Anticipates risks and obstacles, and be vigilant and diligent about reassessing issues and risks as plans and approach change
  • Identify finance and accounting weakness in the organization and provide remediation going forward


  • Apply industry expertise pragmatically to engage in developing and delivering creative solutions
  • Take accountability for both client relationship management and team deliverables
  • Drive client and team to a sense of urgency relative to critical issues
  • Assign appropriate resources, removes barriers, and monitor project outcomes

Financial Acumen

  • Experience in the role of CFO with a track record of driving and delivering value to the business
  • Experience in the role of Controllership, Finance and Accounting Advisory Services


  • 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
  • Prior experience as CFO in Private Equity Backed Portfolio Companies preferred
  • Possess a track record of successfully delivering complex projects, lead holistic performance improvement projects
  • Complete proficiency in understanding financial models, data analytics, and presentation skills
  • CPA, CFA, MBA, or Master’s Degree Preferred but not Required\


The salary range is $175,000-$275,000 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.

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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