Frank E. Email & Phone Number

At Alvarez & Marsal (A&M), I work as a CFO Services Manager, partnering with private equity firms and their portfolio companies to improve financial modeling, enhance financial performance, and be a trusted FP&A resource across the company. I help clients navigate complex financial challenges and implement improvements across forecasting, reporting, and strategic planning.Key Responsibilities:Lead day-to-day financial planning and analysis (FP&A) activities within client organizations. Direct financial forecasting, budgeting, and reporting processes to ensure alignment with strategic goals.Collaborate with budget owners and key business leaders to develop actionable financial plans and ensure accurate financial forecasting. Provide insights and recommendations to optimize business performance.Lead Board of Directors (BOD) meetings, presenting financial performance metrics, budget variance analysis, and key financial initiatives that drive value creation.Oversee and mentor a team of junior professionals, ensuring the timely delivery of high-quality financial analysis and performance improvement recommendations.This role allows me to work closely with top executives and operational teams to drive value, improve financial performance, and lead transformative initiatives that enhance the bottom line.

Key Responsibilities:Lead the creation, refinement, and analysis of financial models to support client decision-making. Ensure that financial reporting is accurate, timely, and aligned with the client's business objectives.Lead business reviews with senior leadership teams to assess financial performance and identify growth opportunities. Provide data-driven insights and recommendations to support strategic business planning and decision-making.Develop and maintain detailed financial forecasts, incorporating key performance metrics and business assumptions to drive accurate financial planning.Collaborate with client teams to streamline and improve financial modeling and reporting processes, driving efficiency and ensuring the integrity of financial data.

Key Responsibilities:Lead the development and enhancement of financial models to provide insights into performance and support key business decisions. Ensure financial reports are accurate, timely, and aligned with client goals and industry standards.Lead business reviews with senior leadership teams, presenting financial performance insights and working closely with executives to identify growth opportunities and refine financial strategies.Collaborate with client teams to build and refine financial forecasts, ensuring they align with strategic goals and reflect the latest business trends and assumptions.Continuously improve financial models and reporting processes to ensure efficiency, scalability, and accuracy. Implement best practices in financial analysis to drive better decision-making.Work closely with finance, operations, and other internal teams to ensure financial strategies are integrated with broader business objectives and operational initiatives.

Key Responsibilities:Led the month-end close process, reviewing financial results and performing detailed variance analysis to identify discrepancies between actual and forecasted performance. Provided insights to senior leadership on key drivers of financial performance.Analyzed large datasets to determine the primary drivers of topline revenue growth. Created reports and visualizations to highlight trends, opportunities, and areas for improvement in revenue generation.Assisted in preparing financial reports for senior leadership, providing key insights into business performance and supporting decision-making with data-driven recommendations.Contributed to the budgeting and forecasting process by gathering data, tracking financial performance, and updating financial models to reflect changes in business assumptions.