PE CFO Services Manager: Value & Liquidity Leader
CFA Institute
CFA Institute is seeking a CFO Services Manager in Charlotte, North Carolina. This role will involve improving financial performance for private equity portfolio companies through effective project management and financial analysis. The ideal candidate should have 7-10 years of relevant experience, strong financial acumen, and the ability to lead client interactions and team efforts. A background in accounting or finance is preferred, and relevant certifications such as CPA or CFA are advantageous. #J-18808-Ljbffr CFA Institute
- Blue Ops Partners, a boutique M&A and Office of the CFO advisor, seeks an experienced Controller to lead client accounting and drive financial... ...controls, and partner with client executives to support value-creation initiatives. The role is client-facing, involves on-site...SuggestedWork at office
- ...Chief Financial Officer (CFO) About the Company PE-backed B2B SaaS business in... ...well-prepared for a planned liquidity event. The ideal CFO will... ...zone, and the company values a competitive base, bonus,... ...expected to be a strategic leader, with the ability to provide...SuggestedRemote work
- AccruePartners, a Charlotte-based private equity-backed commercial services firm, is seeking a seasoned finance leader to drive FP&A, budgeting, and reporting. You will partner with Shop Managers and operational leaders, lead the MBR, rolling forecast, and annual budgeting...Suggested
- ...company is seeking an interim CFO to provide financial leadership... ...flow forecasting to ensure liquidity and support strategic growth initiatives... ...growth investments, and other value-creation initiatives. Lead... ...balance sheet visibility). Manage lender reporting and...SuggestedContract workInterim role
- Alvarez & Marsal's PEPI CFO Services team in Charlotte is seeking a Manager to guide data collection, validation and analysis for portfolio company engagements... ...interviews, challenge assumptions and forecast liquidity needs to improve cash flow and EBITDA. Responsibilities...Suggested
- ...Chief Financial Officer (CFO) About the Company PE-backed B2B SaaS business in a meaningful growth... ...particularly in the lead-up to a planned liquidity event. The ideal CFO will have a... ...for a gatekeeper but for a proactive leader who can take ownership of the finance...Remote work
$150k - $225k
...PEPI - CFO Services – Director A&M CFO Services work... ...preserve and generate value for their businesses.... ...Our job is to support PE firms to ensure their... ...pillar of services: Liquidity & Working Capital Optimization... ...Measurement & Management Business Transformation...Part timeFlexible hours- Overview A‑M CFO Services work with private equity held portfolio... ...to preserve and generate value for their businesses. Our... ...operations. Our job is to support PE firms to ensure their... .... PEPI ‑ CFO Services ‑ Manager Pillar of Services Liquidity & Working Capital Optimization...
- ...Performance Improvement Services (PEPI) practice... ...and generate value for their businesses... ...job is to support PE firms to ensure their... .... Our PEPI CFO Services practice... ...pillar of services Liquidity & Working Capital... ...Performance Measurement & Management Business...
- ...equity-backed, commercial services company headquartered... ...Charlotte, NCIndustry leader with a multi-site,... ...and driving long-term value creationCollaborative... ...to corporate and local management; drive accountability... ...forecast, identifying liquidity risks and opportunities...Local area
$128.8k - $161k
...America)Please review the following job description:Lead pricing management function in support of Retail Bank branded lending products.... ...pricing capability tools/enhancements. Design and implement client value analysis to estimate relationship importance of price (...Price workFull timePart timeWork at officeShift workDay shift- ...Chief Financial Officer (CFO) About the Company A PE-backed, tech-enabled marketplace... ..., forecasting, cash management, and KPI reporting, as well... ...CFO or a proven #2 finance leader ready for a first CFO role... ...in technology-enabled services, marketplaces, distribution...
- A private equity-backed company is looking for an interim CFO to provide financial leadership. The role entails leading finance and accounting functions, ensuring accuracy in reporting, and driving cash flow forecasting to support strategic growth initiatives. Candidates...Contract workInterim role
- ...support the Global Payments & Liquidity (GPL) Sales Strategy &... ...critical role in helping GPL Sales leaders translate business priorities... ...reporting, scorecards, goal management, growth campaigns, and sales... ...due to volume of applicants.We Value Equal OpportunityWells Fargo...Full timeWork experience placement
$179.5k - $280.5k
Position SummaryThe CFO Advisory Director leads the execution and... ...accounting positions, managing delivery timelines, and identifying... ...proactively manage risks in client service deliveryDeliver timely, high-... ...expect from us: Our shared values that foster inclusion and belonging...Full timeWork experience placementWork at officeLocal area- ...and negotiate contracts with suppliers. You will partner with business stakeholders to optimize value and ensure cross-functional alignment, while driving supplier management and cost-saving initiatives. The role requires 5+ years in procurement, strong analytics, and...
- Alvarez & Marsal Private Equity Performance Improvement - Associate: CFO Services is seeking a seasoned professional to support CFO services within our PEPI team across multiple U.S. locations, including Charlotte. The role emphasizes financial analysis, modeling, and...
- ...responsibilities. Collaborate with leaders to drive profitability and... ....Job DescriptionDivisional CFO OverviewThe Divisional CFO... ...functions, including cash flow management, accounts payable, and receivable... ...flow forecasts to optimize liquidity and working capital.Conduct...
- A private equity-backed consumer services company is seeking a Senior Accountant in Charlotte, NC. This role involves supporting the financial... ...and a strong foundation in GAAP. Working closely with the CFO and executive leadership, this opportunity offers significant career...
$132.8k - $212.4k
As a CFO Advisory Senior Manager, you will:Support the performance of engagements by managing and delivering... ...in the identification of additional value-adding projects for your client base... ...displays a passion for superior client service, uncompromising integrity, excellent...Full timeWork experience placementWork at officeLocal areaRemote work$106.9k - $171.1k
...PostedCFO Advisory, Accounting Advisory Manager (Not-for-Profit)As a result of continued... ...team of professionals delivering advisory services tailored to not-for-profit entities. This... ...toolsWhat you can expect from us: Our shared values that foster inclusion and belonging...Full timeWork experience placementLocal areaRemote work- As an Accounting Advisory Manager, you will:Support the performance of engagements by managing... ...displays a passion for superior client service, uncompromising integrity, excellent... ...associatesWhat you can expect from us: Our shared values that foster inclusion and belonging...Full timeWork experience placementWork at officeLocal area
- ...a global professional services company with leading capabilities... ...of change to create value and shared success for... ...Visit us at Utilities CFO & Enterprise Value... ...utilities CFOs and finance leaders to modernize the close,... ...or finance master data management.Minimum of 1 years of...Full timeWork experience placementLive inWork at officeLocal area
$170.26k - $200.3k
...with the business line leaders, product and clients... ...case prioritization, and value propositions across... ...onboarding, relationship management, and ongoing... ...infrastructure partners.Support liquidity bootstrapping,... ...Citizenship and Immigration Services. Learn more about the...Full timeLocal area$50 per hour
...Chief Financial Officer (CFO) About the Company A multi-site services business serving commercial... ...passionate and committed leader with a strong background... ...leader of a $50-100mm PE-backed services business... ...and is aligned with the values of the company and its sponsor...- ...Chief Financial Officer (CFO) About the Company Premier super... .... This role demands a leader who can make strategic financial... ...discipline, and build lasting value for the team and investors. The... ...upholding these values. Hiring Manager Title CEO Functions ~...Temporary workRemote work
- ...Chief Financial Officer (CFO) About the Company Innovative biotechnology company... ...successful candidate will also be responsible for managing cash runway, capital allocation, and... ...direct influence on company strategy and value creation, offering the opportunity to...
- ...Chief Financial Officer (CFO) About the Company Pioneering high... ...and partnering with business leaders to drive growth, operational excellence, and long-term value creation. This role demands a professional... ..., and growth. Hiring Manager Title Chief Executive...
- ...Financial & Strategy Officer (CFO) About the Company... ...individualized care services to people with... ...Non-Profit Organization Management Type Non Profit... ...operator and generalist leader, capable of architecting... ...healthy teams, driving value, activating the digital...Flexible hours
- ...Chief Financial Officer (CFO) About the Company Global technology... ...standards of governance, risk management, and financial controls.... ...related field. The role demands a leader with a commercial mindset,... ...with a deep understanding of value creation in digital and technology...
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