PE CFO Services Manager: Value & Liquidity Leader
CFA Institute
CFA Institute is seeking a PEPI - CFO Services - Manager based in Dallas, Texas. The role focuses on working with private equity portfolio companies, guiding teams in financial analysis and project management to improve business performance. The ideal candidate will have significant experience in finance, project management, and strong leadership skills to influence team performance and client satisfaction. A mix of educational qualifications in finance and significant professional experience is preferred for success in this role. #J-18808-Ljbffr
- ...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
$150k - $225k
...PEPI - CFO Services – DirectorA&M CFO Services work with... ...preserve and generate value for their businesses.... ...Our job is to support PE firms to ensure their... ...following pillar of services:Liquidity & Working Capital... ...from analysesProject Management and ImplementationAbility...SuggestedPart timeFlexible hours- ...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...SuggestedRemote work
- PEPI - CFO Services - Manager A&M CFO Services work with private equity held portfolio... ...to preserve and generate value for their businesses. Our... .... Our job is to support PE firms to ensure their portfolio... ...outcomes. Services Pillars Liquidity & Working Capital...Suggested
- ...leading industrial products, services and technology company... ...a leading Boston-based PE firm.Division... ...Chemical Finance, you will manage and oversee the preparation... ...costs, and increasing liquidity — assuring underlying... ...development of a finance leader getting to oversee both...SuggestedFull timeContract work
- ..., real estate analysis, cash management, and operational decision-making... ...flow management to maintain liquidity, optimize the use of capital,... ...project data, and advising leaders and project managers on strategies... ..., or a related field; advanced financial credentials are valued.Contract workImmediate start
- A financial services firm in Dallas, Texas seeks experienced individuals for roles as Associates, Managers, and Directors to provide outsourced CFO and Controller services. Candidates should have 5-9 years of experience in the alternative investment management industry,...
$100k - $160k
Overview A&M CFO Services work with private equity‑held portfolio... ...preserve and generate value for their businesses.... .... We support PE firms to ensure their... ...CFO Services Pillars Liquidity & Working Capital Optimization... ...Measurement & Management Business Transformation...Part timeFlexible hours- ...looking for a strategic CFO to join our Executive... ...recognition, and cash management to support rapid growth... ...Background in healthcare, food service technology, or... ...Hybrid flexibility – we value the collaboration, mentorship... ...agree that their leader supports their wellbeing...Work at officeRemote work2 days per week
- ...rapidly growing supplier of liquid cooling solutions to the... ...foundations for long-term value creation. The business designs... ...to join a high-growth, PE-backed business as its first CFO. Working closely with the... ...timely monthly close and a management pack with meaningful KPI...Contract workLocal area
- ..., partnering with management teams to grow platforms... ..., and insurance services. The GHC... ...across the insurance value chain. This is a rare... ...senior finance leader across its portfolio... ...a delegator. The CFO must also have the... ...controls, tax planning, liquidity management, and...Full timeWork at officeShift work
$135k - $175k
...focused on the office of the CFO, private equity, and other... ...Restructuring & Turnaround Services (RTS) team partners with... ...performance and drive enterprise value. We are seeking a Manager to join our RTS Value... ...client teams Support senior leaders in partnering with executive...Full timeContract workInterim roleWork at office- ...Group Company, is a leading management consulting firm that helps companies... ..., and risk/compliance services to support clients from startup... ...readiness. We are seeking a CFO to join our growing Financial... ...Bridgepoint Consulting core values: Uphold Integrity, Value Client...Temporary workInterim roleLocal areaRemote work
$87k - $195k
...Excellence . Both our client service and culture are second... ...embrace of our core values: Positive and Team-Oriented... ...& FP&A team within the CFO Services group. The Vice... ...is equivalent to a Manager-level role, typically requiring... ...support for CFOs and PE sponsors. Develop...Interim roleWork at officeLocal areaFlexible hours- Finatal is seeking an FP&A Manager in Dallas, TX, a private-equity-backed services business with 70+ locations and ~1,400 employees... .... You will partner with the CFO and act as a strategic finance... ...requires experience in fast-paced PE-backed settings with executive exposure...
$148k - $175.5k
...Analysts are industry thought leaders who create must-have insights,... ...clients, reinforcing Gartner’s value every day by engaging them via... ...projects working with the CFO, get restless when the pace of... ...team and BTI provide excellent service delivery Be a mentor and a coach...Full timeLocal areaImmediate startRemote workWorldwideShift work$22.4 - $40.4 per hour
...providing courteous, friendly, and efficient service to customers and Team Members at all... ...positions must strive to support WFM core values and goals, promote national, regional, and... ...expenses and prepares operating budget. Manages ordering and inventory to achieve targeted...Hourly paySeasonal workWork at officeFlexible hoursNight shift- ...do about it. That is the seat we are hiring for! What Civil CFO does We serve 8-figure construction firms that want to build... ..., delivered with empathy and without hedging. # Architect of Value. An accountant saves money. We find ways to make money. We hunt...Full timePart timeFor contractorsFor subcontractorSecond jobRemote workWork from home
- ...Description Chief Financial Officer (CFO) Location: Richardson, TX... ...role is ideal for a finance leader who enjoys working closely... ...financial controls, and risk management activities Support strategic... ...environment where ideas are valued Ability to make a meaningful...
- ...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...
- ...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
- ...Interim Chief Financial Officer (CFO) About the Company... ...organization. This role demands a leader who can make strategic financial... ...discipline, and build lasting value for both the team and investors... ...rewarding, position. Hiring Manager Title CEO Functions ~...Temporary workInterim roleRemote work
- ...Chief Financial Officer (CFO) About the Company High... ...platform providing managed IT and digital transformation services. Industry Information... ...partner in driving long-term value creation, with a focus on... .... The role requires a leader with a strong operational...
- ...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 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 A mid-market specialty finance lender Industry Financial Services Type Privately Held About the Role The... ...leading capital markets, funding, liquidity management, and lender relationships, as well as...
- ...Chief Financial Officer (CFO) About the Company... ...be the senior financial leader, with a hands-on approach... ...the day-to-day financial management of the organization. Key... ...background in professional services or legal accounting being highly valued. The role demands a...
- ...agri‑industrials & ag‑services capabilities span 30+ countries... ..., rubber, freight management and commodity financial services. We unlock value for customers, enable... ...Regional CEO and Group CFO, this role is responsible... .... Lead treasury and liquidity management activities,...Contract workLocal area
$219.31k - $284.69k
...Blue Yonder company, is a leader in autonomous supply... ...contracting environment. The CFO will lead the financial... ...Establish performance management frameworks to drive... ...of working capital, liquidity, and financial risk. Executive... ...and much more Our Values At Blue Yonder, we are...Contract workRemote workFlexible hours$115k - $140k
...Lendistry, a Master Services Agreement (MSA)... ...phase, one senior leader must own them all.... ...Equisoft integration, managing the purchase... ...LeaderReports to (permanent): CFO or CEO, as... ...sheet, and fair value adjustments for the... ...account structure, and liquidity monitoring....Permanent employmentFull timeTemporary workInterim roleLocal area
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