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Director, CFO Services (OPEN TO ALL US LOCATIONS)

Alvarez & Marsal
Phoenix, AZ
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

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.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.

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.

Inclusive Diversity

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. 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.

Posted 2026-03-16

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