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
- ...Description Accounting Manager (CFO‑Track) National... ...understands professional services economics and is prepared... ...to improve liquidity and financial efficiency... ...detail‑oriented accounting leader with strong analytical... ...teamwork. Company Values : Excellence : At...SuggestedWork at officeRelocationFlexible hours
$100k - $160k
...PEPI - CFO Services – Senior Associate Overview A&M CFO... ...preserve and generate value for their businesses.... ...Our job is to support PE firms to ensure their... ...following pillar of services: Liquidity & Working Capital... ...Performance Measurement & Management Business...SuggestedPart timeFlexible hours$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...SuggestedPart timeFlexible hours- ...retained by a roughly $1Bn PE backed multi-entity... ...and expected to drive value creation. Key Responsibilities... ...flow forecasting and liquidity planning, partnering... ...in healthcare services in a multi-site operating... ...Proven ability to manage multiple priorities in...Suggested
$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...SuggestedFull timeContract workInterim roleWork at office- ...SUMMARY Jewish Family Service of Greater Dallas... ...Officer (CFO) serves as a key member... ...sustainability of JFS, managing complex multi‑... ...to ensure adequate liquidity and financial... ...participation in value‑based care arrangements... ...clinical and operational leaders to maximize...Full timeContract workWork at officeLocal areaShift work
- ...Interim Chief Financial Officer (CFO) About the Company High... ...consumer marketing, inventory management, S&OP, OTB planning, and... ...should be a strategic, hands-on leader with a transformational mindset... ...paced environment and quickly add value is crucial. Functions...Interim role
- ...Strategic CFO Opportunity MealSuite builds end... ...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
- ...Chief Financial Officer (CFO) About the Company Highly regarded... ...budgetary planning, and managing the M&A agenda. The CFO will also... ...background in a professional services environment and experience in... ...involves upholding the company's values of humanity, diversity,...
- ...Chief Financial Officer (CFO) About the Company Acquisitive distribution services company Industry Logistics and Supply... ...equity sponsor firms is highly valued. As the CFO, you will play a... ...overseeing all financial operations, managing the financial risks of the...
- ...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... ...generation pharmacy benefits manager overseeing prescription... ..., or financial services. Expertise in the IPO/roadshow... ..., and to be a hands-on leader with a focus on talent... ...and can generate value through collaboration in...
- ...Chief Financial Officer (CFO) About the Company Accomplished private equity firm... ...including Board engagement and the execution of value creation plans, is essential. The... ...demands a passionate and committed finance leader with a strong will to win, capable of honoring...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 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 Premier super... .... 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 workRemote 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 payFull timePart timeSeasonal workWork at officeFlexible hoursNight shift$20 per hour
...Description Job Description Customer Service Coordinator Hours: M-F 8-5 100% onsite... ..., and engage the clients to see the value of their company. The CSC will also suggest... ...portion of the office’s 150–200 daily calls, managing inquiries via phone, email, and chat with...Permanent employmentTemporary workWork at office- ...valuation, and advisory services that help energy... ...flow and unlock value enterprise-wide. For... ...of every scale—from PE-backed startups to... ...reporting directly to the CFO. This role provides... ...applicable. Manage and review Merit's... ...CFO and business leaders. Oversee preparation...
- ...Job Description EisnerAmper is seeking a Manager - FEMA in our Government Services Practice . This role is ideal for someone with strong familiarity... ...as diverse as sophisticated financial institutions, PE firms, start-ups, global public firms, and middle-market...Work at officeLocal areaRemote work
- ...Chief Financial Officer (CFO) About the Company Industry... ...industrial manufacturer with a strong service business Industry... ...This role requires a data-driven leader with a strong background in a... ...cash flow and working capital management. The CFO will be responsible...
- ...opportunities, and guide strategic decision-making Manage cash flow planning, cost control, and... ...senior finance leadership — ideally as a CFO, VP of Finance, Financial Director, or... ...work environment where strong leadership is valued Significant opportunities for long‑term...Full timeRelocation
- ...Position: Fractional Chief Financial Officer (CFO) Company: Plutus Health Inc. Location: Dallas Type: Part-Time / Fractional... ...Plutus Health Inc. is a premier provider of Revenue Cycle Management (RCM) services, dedicated to optimizing financial performance for...Contract workTemporary workPart time
- ...Chief Financial Officer (CFO) We are seeking an experienced and strategic Chief Financial Officer (CFO) to join... ...openings, remodels, and refreshes. Capital & Treasury Management Manage company liquidity, banking relationships, and financing structures....
- ...organization by providing financial projections and accounting services, preparing growth plans, and directing staff. Accomplishes finance... ...by determining accountabilities; communicating and enforcing values, policies, and procedures; implementing recruitment, selection,...
- ...Chief Financial Officer - CFO About the Company Mission-driven organization providing clean water solutions to children in local communities Industry Non-Profit Organization Management Type Non Profit Founded 2007 Employees...Local area
- ...SaaS company—we’re redefining how multi-site businesses manage their facilities, energy, and operations. Ecotrak (CMMS... ...’ll Bring to the Crew 12+ years in finance, ideally in PE‑backed or high‑growth SaaS Prior CFO or VP Finance experience Strong grasp of SaaS metrics (...Remote work
$21 - $29 per hour
...0/hr Position Overview Are you a proven leader with a strong drive to succeed? Do you work... ...opportunity for you! As an Operations Service Manager at Burlington, one of the largest off-... ...demonstrating and reinforcing the company’s Core Values, developing trust and respect among...Hourly payFull timeWork at officeRemote workFlexible hoursNight shiftEarly shift$130k
...planning. Reporting directly to the CFO, you will be the company's... ...authority — setting tax strategy, managing external compliance advisors,... ..., managing advisor spend for value, and ensuring the company has the... ...hands-on leadership role in a PE-backed environment where precision...Local area- ...Chief Financial Officer (CFO) About the Company Large cancer research & treatment... ...also be involved in payer contracting, managed care strategies, and will be expected to... ...role demands a visionary and collaborative leader who can align financial strategies with...
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