Manager, Private Equity Performance Improvement - CFO Services, Finance Transformation

Description

Manager, Private Equity Performance Improvement – CFO Services, Finance Transformation

Alvarez & Marsal | Private Equity Performance Improvement (PEPI)

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 13,000 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 the middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.

Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues.

We bring a structured and disciplined approach to create and capture value. We provide private equity clients with a broad continuum of knowledge and tools for cost improvements, transformations, mergers, acquisitions, and carve-outs.

A&M’s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.

Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues.

Our PEPI services include:

• Rapid Results
• CDD/Strategy
• Interim Management
• Supply Chain
• CFO Services
• M&A Services

About the Role

A&M's PEPI CFO Services practice is seeking a Director with deep expertise in Finance Transformation to lead complex engagements and help clients improve the effectiveness, efficiency, and performance of their finance organizations.

Our team works with CFOs and finance leadership teams to address challenges related to finance operating models, organizational effectiveness, cost optimization, process improvement, technology enablement, and management reporting. We bring a practical, execution-focused approach to designing and implementing sustainable improvements.

As a Director, you will serve as a trusted advisor to senior client stakeholders, lead engagement teams and workstreams, and play an active role in developing our people, capabilities, and client relationships.

What You'll Do

Client Engagement & Delivery

• Lead Finance Transformation engagements and workstreams focused on improving finance function performance, reducing costs, enhancing service delivery, and driving operational efficiency.
• Assess current-state finance organizations, processes, systems, and operating models to identify opportunities for improvement.
• Design and implement future-state finance operating models, organizational structures, and transformation initiatives.
• Lead initiatives involving finance process optimization, automation, digitization, financial close improvement, and management reporting enhancement.
• Develop actionable transformation roadmaps, business cases, financial analyses, and implementation plans.
• Lead Global Business Services (GBS), Shared Services, and Business Process Outsourcing (BPO) initiatives, including feasibility assessments, operating model design, implementation, and optimization.
• Develop high-quality client deliverables, facilitate alignment with senior stakeholders, and drive adoption of recommended solutions.
• Manage engagement execution, deliverable quality, project timelines, and workstream coordination.

Client Relationship Management & Business Development

• Build and maintain strong relationships with CFOs, finance executives, and other senior client stakeholders.
• Serve as a day-to-day client leader, communicating findings, recommendations, risks, and progress.
• Support business development activities, including proposal development, sales pursuits, and identification of new client opportunities.
• Contribute to the development of methodologies, tools, intellectual capital, and market-facing materials.

Team Leadership & Development

• Lead, coach, and develop consulting teams, fostering collaboration, accountability, and high-quality execution.
• Provide guidance and oversight to team members while supporting their professional development.
• Manage multiple priorities and workstreams in a fast-paced, client-facing environment.
• Contribute to practice development, recruiting, and knowledge-sharing initiatives.

Qualifications

Required

• 9-11+ years of relevant consulting and/or industry experience, including significant experience in Finance Transformation.
• Demonstrated expertise in one or more of the following areas:
  • Finance transformation strategy and functional assessments
  • Finance operating model and organizational design
  • Finance cost reduction and operational efficiency
  • Process improvement, intelligent automation and digitization
  • Financial close optimization and management reporting enhancement
  • GBS, Shared Services, and BPO strategy, design, implementation, and optimization
• Strong understanding of core finance and accounting processes, including Record-to-Report (R2R), Order-to-Cash (O2C), Procure-to-Pay (P2P), Treasury, and Financial Planning & Analysis (FP&A)
• Experience developing financial analyses, business cases, transformation roadmaps, and executive-level presentations.
• Strong understanding of finance systems, enabling automation technologies, and leading practices across the finance function.
• Proven ability to lead project teams, manage complex workstreams, and deliver high-quality outcomes.
• Strong analytical, problem-solving, and communication skills, with the ability to translate complex findings into practical recommendations.
• Demonstrated ability to build credibility with senior client stakeholders and work effectively in a collaborative, fast-paced environment.
• Bachelor's degree in Finance, Accounting, Business, or a related field.
• Willingness and ability to travel up to 80%, based on client and engagement needs.

Preferred

• Prior management consulting experience, particularly in Finance Transformation, CFO advisory, or operational improvement.
• Experience leading engagements and managing day-to-day client relationships, project economics, deliverables, and multiple workstreams.
• Practical experience across the full lifecycle of GBS, Shared Services, or BPO programs, including strategy, assessment, design, build, implementation, and optimization.
• Experience working with private equity-backed companies or in complex transformation environments.
• Advanced proficiency in PowerPoint, Excel, and other relevant business analysis and presentation tools.

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.

The salary range is $200,000-$225,000 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.

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 from time to time as well as a 401(k)-retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) 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. Click here for more information regarding A&M’s benefits programs.

A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Culture & Values

At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing. For those ready to roll up their sleeves, lead with integrity, and be difference makers, this is where it starts.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.