PEPI: Manager, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS)
at Alvarez & Marsal Private Equity Performance Improvement Group, LLC
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:
Operational 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 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, pinpoint financial/accounting/operations process inefficiencies, and assess the organizations 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
Project Management and Implementation
Ability to own and complete a workstream based on the pillars of services Fund Management Solutions provides
Ensure that project approach, timeline and deliverables are logical, reasonable, and accurate
Set and communicate clients expectation consistently
Employ 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 client
Ability 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 innovatively
Recognize the current skill set of team members and maximize their level of contribution
Share knowledge and experience, provide coaching to teammates
Financial Acumen
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
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 preferred
Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
CPA, CFA, or Masters Degree Preferred but not Required
The salary range is $125,000-$190,000 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.
