Manager, PEPI - Finance M&A

Description

Alvarez & Marsal Private Equity Performance Improvement

Manager, Finance M&A

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who 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 why our people love working at A&M.

The Team

A&M’s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we serve are upper middle market in the $50 million to $1 billion plus range.

Our PEPI services include:

• Merger Integration & Carve-outs
• IT- pre-acquisition diligence
• IT- post-acquisition implementations and integration
• Interim Management
• Commercial Due Diligence/Strategy
• Rapid Results
• Supply Chain
• CFO Services

How you will contribute

We bring a structured and disciplined approach to create and capture value. We provide private equity buyers and their portfolio companies with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances.

Private Equity Focused Professionals – Finance & Accounting (F&A)

We bring a structured and disciplined approach to create and capture value. We provide private equity buyers with a broad continuum of knowledge and tools for any deal-related scenario, including mergers, acquisitions, carve-outs, spins, joint ventures and alliances.

PEPI’s F&A M&A team is comprised of seasoned Finance & Accounting consulting professionals experienced in providing practical advice to private equity clients and their portfolio companies; across the full spectrum of the deal lifecycle from pre-deal activities, operational, financial and synergy reviews, through 'Day-1' planning, to post-deal implementations and future-state operating model. PEPI F&A M&A professionals provide pre-deal and post-deal advice across a number of areas within Finance & Accounting operations, while also supporting cross-functional teams in Commercial, Supply Chain, IT, HR etc. by adding a Finance, Accounting and Risk lens to the transaction’s operations.

The PEPI F&A group is a growing business targeting high growth in the next one to three years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to high-growth oriented individuals.

F&A Manager – Responsibilities

We are seeking a F&A Manager within our PEPI M&A practice. A strong candidate will have 5-8+ years of experience in F&A; candidates with depth in a given area will be strongly considered; including treasury, financial diligence, internal controls / audit, FP&A, Controllership. Some level of M&A experience is a requirement; depth of experience with private equity clients will be heavily considered. The Manager of M&A will have exposure to key client contacts, including the C-suite and Board. The Manager will be responsible for supporting the full spectrum of finance and accounting operations in connection with the transaction, including but not limited to: due diligence phase through deal execution; including coordination across third parties like, valuation specialists, bankers, and lawyers, performance or coordination within the Finance team and to enable the smooth operational execution of the deal. The role reports to the Director of PEPI’s F&A M&A team, and will have regular direct exposure to the Senior Director / Finance Leader of PEPI’s M&A team and A&M’s Senior Leadership Team.

Typical responsibilities for the F&A M&A Manager could include:

• Support business in ensuring Day-1 readiness across all F&A sub-functions.
• Manage the mapping of Chart of Accounts, Accounting policy alignment, and necessary close and reporting calendars for management, statutory and regulatory purposes
• Coordinate all aspects of the finance and accounting integration (Revenue and AR, Expenditures and AP, Month-end close and reporting, Payroll and Treasury, FP&A etc.)
• Own the integration plan and execution while driving a team of cross-functional leaders to orchestrate impactful integration planning and execution while proactively navigating challenges as they arise.
• Engage with functional teams through the M&A process and ensure deliverables are on time.
• Assist in the execution of business initiatives during integration/transition period.
• Analyze target company historical data to identify historical and projected trends, and support with diligence.
• Collaborate with Target to obtain necessary financial, tax, operational information.
• Establish rapport, credibility, trust, and respect with client at all levels, and be viewed as a team player with exceptional communication, analytical, and leadership skills.
• Design and stand-up interim and future-state operating model for the Finance function.
• Manage project updates and communication within the organization in cross-functional meetings.

F&A Manager – Qualifications

• Business Leadership Skills: Strong, team-oriented leadership skills with 4+ years of managing teams. Able to independently identify, frame, and elevate issues and support with decision making. Strong initiative while being a self-starter with the ability to forecast and meet deadlines. Detail oriented with the ability to work with minimal supervision. Accustomed to working in a fast-paced environment.
• Executive Communication Skills: High EQ, persuasive, executive presence. Exceptionally strong communicator equally adept at communications strategy and execution, with the ability to independently craft a full range of clear, high-impact communications with top-level company executives. Ability to communicate in an open and authentic manner in all situations.
• Influencing and Interpersonal Skills: Able to establish and build close working relationships. Strong personal credibility and counseling skills. Team-oriented planner and decision-maker. Ability to motivate, collaborate, and work successfully in a team environment. Able to creatively drive consensus. Change ambassador and influencer.
• Project and Program Management Skills: Experience in estimation, planning, design, and implementation of complex cross-functional business efforts. Effective in influencing and making high-quality decisions and taking decisive action. Ability to work well under deadlines and determine the priority of multiple and at times conflicting efforts. Strong meeting management and coordination skills.
• Process Improvement Skills: Ability to analyze poorly defined areas and processes within a cross-functional organization. Effective in implementing new and improved processes.
• Analytics: Strong critical thinking skills. Experience applying various methodologies or practices to assess processes, business issues, and people. Ability to extract key messages from detail and translate them into audience-appropriate messages.
• M&A / Accounting / Finance Experience: Strong understanding of GAAP and related purchase accounting requirements. Experience working in various aspects of Finance operations, including Controllership, Treasury, FP&A, Operational accounting (AR, AP), Payroll, Internal Controls / Internal Audit highly desired.
• Bachelor’s Degree is required with a concentration in Accounting, Finance, or Business / Management, required.
• 5+ years’ experience managing and executing finance or / and accounting operations, including experience supporting with integrations or finance transformations.
• Intermediate to advanced Excel and Powerpoint skills.
• MBA with a Finance concentration or CPA preferred.
• Top-tier strategy firm, niche advisory firm, or Big-4 Consulting experience preferred.
• 3-5+ years of M&A accounting, financial diligence experience preferred.

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Benefits Summary

Full-time Positions and Part-time Positions Over 30 hours
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 periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan 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.

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.