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
- ...Chief Financial Officer (CFO) About the Company A PE-backed B2B SaaS business in the... ...board is looking for a finance leader to be in place ahead of a planned liquidity event. The ideal CFO will have... ...time zone. The company values a competitive base, bonus, and...SuggestedRemote work
$143k - $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 (...SuggestedPrice workFull timePart timeWork at officeShift workDay shift- ...spearhead the development of Liquidity analytics, responsible... ....Interact with leaders to provide support and... ...within Treasury, Liquidity Management, Capital Markets,... ...or a related financial services function.Knowledge of... ...volume of applicants.We Value Equal OpportunityWells...SuggestedFull timeWork experience placementRelocation package
- ...workplace where everyone feels valued and inspired. Help us build a... ...Fargo’s Global Payments & Liquidity (GPL) team is an integrated,... ...discipline through business management, financial planning, executive... ...direction, and expertise to senior leaders on business management,...SuggestedFull timeWork experience placementWork at office
- ...Chief Financial Officer (CFO) About the Company Innovative... ...platform Industry Financial Services Type Privately Held... ...to the CEO, the Board, and the PE sponsor, owning the financial... ...relations, PE board reporting, and managing the capital strategy for the...SuggestedRemote work
- ...Chief Financial Officer (CFO) About the Company Newly formed, PE-backed multi-site platform with a long-term... ...models such as franchise, education services, healthcare, behavioral health, or... ...sites as needed. Hiring Manager Title CEO Functions ~ Finance...Remote work
$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- ...Wells Fargo, we're more than a financial services leader — we’re a global trailblazer... ...Fargo is seeking a Senior Lead Product Manager within the Global Payments & Liquidity (GPL) Product & Platform organization supporting the Value Added Services (VAS) portfolio.This role...Full timeWork experience placement
$110k - $185k
...Summary/Purpose:The Finance Governance Issue Management Leader will be part of a relatively new first... ...of experience in a regulated Financial Services organization, or in lieu of degree, 10+... ..., and voice are not only heard - but valued. Together, we’re building a future...Full timeWork experience placementWork from homeVisa sponsorshipWork visaMonday to Friday$194.23k - $228.5k
...Day One.Job DescriptionThe CFO, Corporate Real Estate (CRE) is the senior finance leader accountable for the financial... ....Portfolio performance management, forecasting, and value realization across the CRE... ...Citizenship and Immigration Services. Learn more about the E-Verify...Full timeWork at officeLocal areaRelocationFlexible hoursShift work$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- 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
$124.7k - $179.5k
CFO Advisory, Accounting Advisory Manager (Not-for-Profit)As a result of continued growth within our Accounting... ...professionals delivering advisory services tailored to not-for-profit entities... ...you can expect from us: Our shared values that foster inclusion and belonging...Full timeWork experience placementLocal areaRemote work- ...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
- ...Chief Financial Officer (CFO) About the Company... ...provider of outsourced food services and catering &... ...Services Facilities Management & Commercial Cleaning... ...excellence, and long-term value creation. The successful... ...partner with business leaders to improve margins, productivity...Contract workRemote work
- ...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 Online retailer... ...faint of heart; it requires a leader who is unafraid of the hard... ..., investor relations, and managing the company's growth and operations... ...sheet, keep the company liquid, and lead a lean, high-trust,...
- ...Chief Financial Officer (CFO) About the Company Privately... ..., including cash and treasury management, financial reporting, budgeting... ...operational finance. The role demands a leader who can serve as a trusted... ...in the context of value-add transactions. The ideal candidate...
- ...Chief Financial Officer (CFO) About the Company Private equity-backed food manufacturing... ..., covenant awareness, and cash management. This is a hands-on role in a fast-moving... ...consumer products, or manufacturing are highly valued. The CFO will be expected to bring...Immediate start
- ...Chief Financial Officer (CFO) About the Company Private equity-backed specialty... ...on defining and executing the company's value creation plan. This includes driving EBITDA... ...as well as experience in global financial management, is essential. The ideal candidate will be...
- ...Chief Financial Officer (CFO) About the Company... ...Industry Financial Services Type Privately Held... ...systems and AI, is highly valued. The CFO will be... ...and analysis, as well as managing the financial risks of... ...proactive and dynamic leader, capable of driving financial...
- ...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...
- ...Will Be Joining A leading commercial HVAC services platform with a large North American... ...distributed network of service businesses A PE-backed growth environment focused on... ...enabled business use cases A business that values leaders who can think strategically, partner...Local areaRemote work
- ...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 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...
$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 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 Dynamic, consumer... ..., compliance, and risk management, and driving supply chain optimization... ..., and maximizing equity value. Applicants must have a... ...strategies, and experience in VC- or PE-backed environments is...
- ...Chief Financial Officer (CFO) About the Company... ...Industry Financial Services Type Privately Held... ...preparing for fundraising, managing the investor data room,... ...suited to a strategic leader with a hands-on... ...with structured credit, liquidity facilities, and fundraising...
- ...Chief Financial Officer (CFO) About the Company Fast-growing... .... The CFO will be a strategic leader, responsible for designing and... ...track record in building and managing high-performing finance teams,... ...clearly, and a commitment to the values of integrity, transparency,...
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