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 CFA Institute
- ...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
- ...Portfolio is seeking an experienced CFO/VP Finance to join its executive team... ...US data centre sector. This senior leader will shape strategy, capital allocation... ...-performing finance team to drive value creation and potential liquidity events. #J-18808-Ljbffr Pearse...Suggested
- Alvarez & Marsal’s PEPI - CFO Services in Dallas, TX seeks a Senior Associate to support private equity portfolios with finance transformation, forecasting and performance analytics. You will lead data collection, perform trend analysis, build integrated three-statement...Suggested
$80k - $120k
...Join a Large & growing PE backed Commercial Roofing Platform -... ...waterproofing, and ongoing facility asset management. We are seeking an... ...focus heavily on re-roofing, service, maintenance, repairs, and... ...accurate and executable Identify value engineering opportunities and...SuggestedContract workFor contractorsFor subcontractorLocal area$184.9k - $217.5k
...Monroe is seeking a Senior Manager to lead cost optimization and value creation engagements within our growing CFO Advisory team in our Operations... ...a finance transformation leader who combines financial... ...organizational simplification, shared services, outsourcing, process...SuggestedTemporary workLocal areaImmediate startFlexible hoursShift 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...Part timeFlexible hours- 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...
- ...valuation, field exam, liquidation, asset-based... ...and real estate services. With more than 5... ...operations, and drive value. Our... ...majority-owned by funds managed by Oaktree Capital... ...seeking finance leaders to join its CFO Advisory Practice... ...&A advisory, and PE portfolio company...Interim roleWork at officeLocal areaRemote work
$125k - $190k
PEPI - CFO Services - Manager (Financial Reporting Advisory) Financial Reporting Advisory A&M CFO... ...with solutions to preserve and generate value for their businesses. Our goal is to... ...Provides The Following Pillar Of Services Liquidity & Working Capital Optimization...Part timeInterim roleFlexible hours- Alvarez & Marsal in Dallas, TX, seeks a Manager for CFO Services - Financial Reporting Advisory. You will lead financial reporting for private... ...collaborating with cross‑functional client teams to improve transparency and value creation. #J-18808-Ljbffr Alvarez & Marsal
- ...and shape the company’s financial strategy as it expands bonding capacity and project finance. You will oversee the annual audit, manage the surety relationship, and partner with the COO on project economics while building a trusted finance team and influencing strategic...
- ...costing, WIP reporting, and bonding capacity, with experience guiding cash flow in construction projects. The CFO will partner with the executive team, manage the finance staff, and drive process improvements across ERP systems such as QuickBooks and Procore to scale with...For contractors
$90 - $120 per hour
...nonprofit organization is seeking a Contract Chief Financial Officer (CFO) in Dallas, TX. The ideal candidate will provide financial... ...and operational guidance, lead complex fiscal strategy, risk management, and financial operations. Candidates should possess an advanced...Hourly payContract work- ...Financial Officer to lead the USA finance function reporting to the Regional CEO and Group CFO. The role drives sustainable growth, profitability, capital efficiency, risk management, and governance while supporting commercial and operational objectives. The ideal...
- Equiforte is seeking a senior business development leader to drive growth in Dallas, leveraging an established network of CFOs and mid-market private capital executives. You will originate new clients, act as a trusted partner, and guide CFOs through AI-enabled finance...
$75k - $110k
A financial services company in Dallas is seeking an experienced financial manager to oversee their financial strategy, including planning and reporting. The ideal candidate will have a Bachelor’s degree in Accounting or Finance and at least 10 years of financial management...Remote jobFull time- ...CEO, executive team, and private equity sponsor. This is a growth phase for a PE-backed professional services firm. The CFO will drive financial strategy, reporting, forecasting, cash management, and operational improvement in a midmarket environment. Ideal candidate has...
- CRC Group is seeking a Senior Treasury Analyst to manage global cash and liquidity, debt administration, and investments. This remote role supports... ...with at least 2 years in a lead role, and a Bachelor’s degree (MBA preferred). #J-18808-Ljbffr CRC Insurance Services, Inc.Work at officeRemote work
- GA Group is seeking finance leaders for its CFO Advisory Practice in Dallas or Houston, Texas. This evergreen opportunity... ...project-based roles serving middle-market and PE-backed companies. Professionals may join as Senior Manager/Director or similar leadership roles,...Interim role
$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- Celestica Inc. seeks a Senior Manager, Continuous Improvement to lead CI strategy and culture across the site/function in Richardson, TX... ...resources, and promote a culture of continuous improvement that drives value for customers and internal stakeholders. The role requires 8+...
- A leading staffing and recruiting firm seeks a Head of Treasury to oversee global liquidity, manage capital structure, and lead a team of 12 professionals. This high-impact role directly influences the company's financial strategy and success, offering exposure to senior...
- A leading independent energy company in Dallas, TX is seeking a Value Chain Performance Specialist. The role focuses on developing analytical tools and processes for the Refining Business Segment. Candidates should have at least 8 years of refining experience and a strong...
- GA Group’s CFO Advisory Practice seeks experienced finance leaders for interim, project-based engagements in Dallas or Houston... ..., Texas. Roles range from Senior Manager to Director level and involve... ...transformations for middle-market and PE-backed companies. The successful...Interim role
- GA Group seeks experienced finance leaders for its CFO Advisory Practice in Dallas or Houston. The role... ...-based leadership in middle-market and PE-backed companies. Engagements may place... .... Strong in-house and PE experience is valued. #J-18808-Ljbffr Great American Holdings...Interim role
- ...right hand to the CFO, with full... ...increase enterprise value in a fast-paced... ..., lenders, and PE... ...marginsEnsure field leaders have clear visibility... ...financial health, liquidity, and... ...in assets under management across consumer... ...healthcare, business services, distribution,...Full timeWork at officeWorldwide
- ...The Interim CFO serves as a strategic advisor to the CEO, Executive Leadership Team, Board of Directors, and other key stakeholders... ...will oversee financial planning, forecasting, reporting, liquidity management, and governance while supporting business growth and...Interim role
$140k - $180k
...budget, timeline and accountability. Manage banking, treasury, payment approvals, and... ...modernization as a sponsor or senior finance leader, with a strong understanding of how... ...collaborative workplace where team members are valued, supported, and empowered to contribute...Full timeWorldwideFlexible hours- ...Group Company, is a leading management consulting firm that helps companies... ..., and risk/compliance services to support clients from startup... .... We are seeking a CFO to join our growing Financial... ...Bridgepoint Consulting core values: Uphold Integrity, Value Client...Temporary workInterim roleLocal areaRemote work
$184.9k - $217.5k
...impact?West Monroe is seeking a Senior Manager to lead EPM and FP&A advisory and... ...architecture within our growing CFO Advisory team. This role is for a leader who combines deep architecture experience... ...about creating measurable value for our clients, delivering real-world...Local areaImmediate startFlexible hours
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