Description
OVERVIEW:
A&M Fund Management Solutions works with private equity managers and provides our clients with solutions to optimize the operations of their businesses. Our goal is to improve efficiency and reduce risk around the non-investing aspects of business performance, and to provide benefits through hands-on involvement in our clients’ operations. Our job is to support PE firms to enhance and optimize how their operations function.
CFO Services Provides the following pillar of services:
- Strategic Analytics & Planning
- Performance Measurement & Management (Funds & Management Company)
- Business Transformation
- Investor Reporting
- Valuation
- Treasury Functions
- Operational Review and Improvement (e.g., HR, Administration, Technology & Insurance)
PROFESSIONAL EXPECTATIONS:
Data Collection, Validation and Analysis
- Guide team members in information gathering approach and ensure all relevant sources of information are pursued
- Guide and lead client interviews, ask inquisitive questions and understand different stakeholders’ perspective
- Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions
- Identify key business challenges, pinpoint financial/accounting/operations process inefficiencies, and assess the organization’s design, roles and team
- Ensure issues and opportunities are clearly and concisely presented
- Understanding accounting and finance process flows and how information is consolidated into the general ledger to ensure improvement and value creation
Project Management and Implementation
- Ability to own and complete a workstream based on the pillars of services Fund Management Solutions provides
- Ensure that project approach, timeline and deliverables are logical, reasonable, and accurate
- Set and communicate client’s expectation consistently
- Employ actionable plans (e.g., create initiatives to optimize processing new investment & realizations, instill a process-oriented culture, improve transparency in processes and organizations)
- Identify risks and obstacles early on, create contingency plans and communicating timely with client
- Ability to identify where the pillars of services Fund Management Solutions provides are not functioning
Leadership
- Leverage previous experience to guide and promote team to think innovatively
- Recognize the current skill set of team members and maximize their level of contribution
- Share knowledge and experience, provide coaching to teammates
Financial Acumen
- Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments
- Ability to provide valuable insight and improvement initiatives to senior management and board members
ACCREDITION/EXPERIENCE:
- 7-10 years of experience related to: Accounting / Finance, Financial Due Diligence, Investment Banking or Private Equity with experience at a fund/asset manager or equivalent business strongly preferred
- Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
- CPA, CFA, or Master’s Degree Preferred but not Required
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