Senior Manager, CFO Services for PE Portfolios
Alvarez & Marsal
Alvarez & Marsal's PEPI CFO Services team in Charlotte is seeking a Manager to guide data collection, validation and analysis for portfolio company engagements. You will lead client interviews, challenge assumptions and forecast liquidity needs to improve cash flow and EBITDA. Responsibilities include building robust financial models, presenting findings to senior management and ensuring clear communication across stakeholders. #J-18808-Ljbffr Alvarez & Marsal
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Manager, CFO Services for PE Portfolios in Charlotte, NC vacancy
- Blue Ops Partners, a boutique M&A and Office of the CFO advisor, seeks an experienced Controller to lead client accounting and drive financial discipline. You will oversee the client’s full accounting function, ensure timely reporting, strengthen controls, and partner with...SeniorWork at office
- ...Performance Improvement Services (PEPI) practice... ...equity‑held portfolio companies and provides... ...job is to support PE firms to ensure... ...outcomes. Our PEPI CFO Services practice... ...Performance Measurement & Management Business... ...collaboratively with senior management; obtain...Senior
- A private equity-backed consumer services company is seeking a Senior Accountant in Charlotte, NC. This role involves supporting the financial close process... ...a strong foundation in GAAP. Working closely with the CFO and executive leadership, this opportunity offers...Senior
- CFA Institute is seeking a CFO Services Manager in Charlotte, North Carolina. This role will involve improving financial performance for private equity portfolio companies through effective project management and financial analysis. The ideal candidate should have 7-10...Suggested
$187.02k - $317.93k
...hone existing skills and learn new ones I can succeed as a Senior Manager, Financial Operations at Capital Group. The Senior... ...leads FinOps across Capital Group’s Enterprise Technology Services (ETS) portfolio, spanning enterprise platforms, associate tools, and emerging...SeniorLocal areaFlexible hours$187.02k - $317.93k
# FinOps Senior Manager (Enterprise Technology Services Portfolio)CharlotteFinOps150k+18/06/2026Full-timeHybridFavoriteAccess Job## Job DescriptionI can be myself at work. You are more than a job title. We want you to feel comfortable doing great work and bringing your...SeniorTemporary workLocal areaFlexible hours- Overview A‑M CFO Services work with private equity held portfolio companies and provide our clients with... .... Our job is to support PE firms to ensure their... .... PEPI ‑ CFO Services ‑ Manager Pillar of Services Liquidity... ...initiatives to senior management and board members...
- ...has an exciting opportunity for a Principal/Senior Product Owner in Charlotte, NC. You will oversee a product portfolio, focusing on strategic thinking and hands-on... ...have over 10 years of experience in product management and strong analytical skills, utilizing SQL/BI...SeniorFull time
- ...& Marsal Private Equity Performance Improvement - Associate: CFO Services is seeking a seasoned professional to support CFO services within... ...financial analysis, modeling, and strategic advisory for portfolio companies. The ideal candidate has 4-7+ years in related fields...
- ...-thinking tax, assurance and consulting services with industry-leading workplace culture.... ...opportunity focuses on providing tax expertise to portfolio operating companies backed by private... ...K reporting matters, including managing multiple projects and customer engagementsExperience...SeniorFull timeContract workWork at officeLocal areaRemote workFlexible hours
$132.8k - $212.4k
As a CFO Advisory Senior Manager, you will:Support the performance of engagements by managing and delivering timely and accurate accounting and... ...ideal fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management...SeniorFull timeWork experience placementWork at officeLocal areaRemote work- ...including new requests as well as credit decisioning within some portfolios. Accountable for recommending credit structures with respect... ...and procedures. Builds effective relationships with Risk Management and client managers.ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing...SeniorFull timePart timeWork at officeShift workNight shiftDay shift
- Huntington Bank is seeking a Director - Leveraged Finance Portfolio Manager in Charlotte, NC. This senior role involves managing a portfolio of commercial loans, underwriting, and collaborating with various internal partners. The ideal candidate will have extensive experience...Senior
- ...Chief Financial Officer (CFO) About the Company A PE-backed, tech-enabled marketplace business with... ...owning budgeting, forecasting, cash management, and KPI reporting, as well as leading... ...a background in technology-enabled services, marketplaces, distribution, or education...
- ...Chief Financial Officer (CFO) About the Company PE-backed B2B SaaS business in a meaningful growth phase Industry Computer Software Type Privately Held, Private Equity-backed About the Role The Company is seeking a Chief Financial Officer (CFO)...Remote work
- ...Chief Financial Officer (CFO) About the Company PE-backed B2B SaaS business in a meaningful growth phase. Industry Computer Software Type Privately Held, Private Equity-backed About the Role The Company is seeking a Chief Financial Officer (CFO)...Remote work
$150k - $225k
...PEPI - CFO Services – Director A&M CFO Services work... ...with private equity held portfolio companies and provide... ...Our job is to support PE firms to ensure their... ...Performance Measurement & Management Business... ...collaboratively with senior management; ability to...Part timeFlexible hours- ...equity-backed company is seeking an interim CFO to provide financial leadership. Key... ...branch; enhance balance sheet visibility). Manage lender reporting and strengthen banking... ...internal controls as the platform grows. Seniority level: Director Employment type:...Contract workInterim role
- ...Reporting to the Category Director, the Senior Category Manager is responsible for managing all demand... ...strategic importance within his/her portfolio to optimize business efficiency and drive... ...of their operational, customer service, and risk excellence.3. Knowledge of the...SeniorFull timeContract workPart timeWork at officeRelocationShift workDay shift
- Fifth Third is seeking a Senior Portfolio Manager in Charlotte, NC, to oversee a portfolio of corporate healthcare borrowers. This role involves managing credit decisions, monitoring risks, and collaborating with financial analysts. The ideal candidate will have at least...SeniorFull time
$122.1k - $146.52k
...Personal Finance. About the Role The Senior Operations Manager within Customer Operations will lead... ...operational management of the mortgage loan servicing and collections functions. This role... ...with our vendors for the servicing portfolio. Support leadership team in systems/...SeniorLocal areaVisa sponsorshipWork visa- Huntington in the United States seeks a Senior Commercial Relationship Services lead to serve as the primary contact for a diverse commercial portfolio. You will partner with Relationship Managers to deliver best-in-class onboarding, facilitate complex features, and manage...Senior
- Truist is seeking a Business Risk Specialist to act as a trusted advisor within the CFO Group, focusing on balance sheet optimization, forecasting, and financial planning. The role requires CFO-aligned risk experience, strong communication, and cross-functional collaboration...Senior
- General information Name: Senior Consultant, CFO & Business Consulting Posting Title: Senior Consultant... ...tech-enabled strategies. From shared service enablement and business process... ...Record-to-Report (R2R), financial and management reporting, ERP-enabled process optimization...SeniorFull timeWork at officeFlexible hours
- ...forward-thinking tax, assurance and consulting services with industry-leading workplace culture.... ....**Job Summary**We are looking for a Tax Senior Manager with passthrough entity experience to work with our Private Equity Portfolio/Investment Company Practice groups. This...SeniorContract workWork at officeLocal areaFlexible hours
- AccruePartners, a Charlotte-based private equity-backed commercial services firm, is seeking a seasoned finance leader to drive FP&A, budgeting, and reporting. You will partner with Shop Managers and operational leaders, lead the MBR, rolling forecast, and annual budgeting...
- ...experienced underwriter for our Public Entity and Government portfolio in Charlotte, NC. You will combine technical underwriting expertise... ...initiatives. This role emphasizes leadership, portfolio management, and continuous improvement, and offers a hybrid schedule with...Senior2 days per week
$126.82k - $149.2k
U.S. Bank in Charlotte, NC is looking for a Portfolio Manager to manage Corporate Banking credit relationships. Responsibilities include underwriting and managing a credit portfolio while growing revenue through new business opportunities. Candidates should possess a Bachelor...Senior- Jobtailor seeks an experienced Offering Manager to lead strategy for the company’s product portfolio and oversee its full lifecycle, from concept to end-of-life decisions. You will partner with R&D, engineering, marketing, sales, and operations to shape roadmaps, differentiate...Senior
- F.N.B. Corporation seeks a Commercial Credit Underwriting Portfolio Manager 3 in Charlotte, NC. You will oversee a designated commercial loan portfolio, perform underwriting, and support Relationship Managers to strengthen client relationships while ensuring compliance...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Manager, CFO Services for PE Portfolios. Be the first to apply!
Related searches
- construction cfo Charlotte, NC
- cfo healthcare Charlotte, NC
- chief financial officer cfo Charlotte, NC
- cfo Charlotte, NC
- cfo real estate Charlotte, NC
- chief financial officer Charlotte, NC
- hedge fund cfo Charlotte, NC
- director of technical services Charlotte, NC
- service manager Charlotte, NC
- clinical services director Charlotte, NC

