PEPI: Associate, CFO Services Digital Finance; US Locations

Description

Alvarez & Marsal Private Equity Performance Improvement (PEPI) practice works with private‑equity–held portfolio companies to preserve and generate value for their businesses. The goal is to improve transparency into key drivers and business performance, support increasing cash and EBITDA, and deliver benefits through hands‑on involvement in our clients’ operations. The role supports PE firms in ensuring portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services:
  Accounting Remediation

• Digital Finance transformation expertise and proven implementation experience
• Track record in assessing finance and accounting functions and implementing digital technologies (RPA, finance analytics, NLG, predictive forecasting models) to improve efficiency and transparency
• Finance & accounting process‑improvement expertise and process automation
• Knowledge of digital finance tools and vendors
• Experience implementing digital tools for finance in large public corporations or mid‑size PE‑owned portfolio companies
• Ability to build predictive forecasting models

• Connect with client to facilitate information gathering
• Guide and facilitate client interviews and ensure all relevant data are gathered and pursued
• Define the type of analyses needed to prove or disprove assumptions, ensuring complete, accurate and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Understand and develop the framework given project parameters
• Develop actionable conclusions from analyses
• Project management and implementation of cross‑functional components
• Lead portions of projects with multiple service lines and manage smaller projects independently
• Proactively manage client expectations, minimize risks and negative impacts
• Develop straightforward actionable plans and lead individual work streams independently
• Design cash‑generating initiatives, EBITDA improvements, and optimal organizational structure to drive client value
• Anticipate risks and obstacles, create contingency plans, and communicate timely with the client
• Engage and collaborate with senior management; obtain buy‑in from senior management or board members on actionable plans

• Leverage industry expertise and prior professional services experience to guide team and promote innovative, analytical thinking
• Manage client relationship during the project duration
• Hold accountability for client and team‑identified issues
• Build complementary teams using individual talents and capabilities
• Financial acumen, including complete proficiency in financial modeling, financial statements analysis, and accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to drive change management
• Interpret financial statements and understand how information is captured and used, streamlining processes
• Experience in controllership, finance and accounting advisory services

• Graduate of an accredited 4‑year college or university, preferably in accounting, finance, or economics
• Experience with digital finance technologies (RPA, predictive forecasting, finance analytics, NLG, data visualization)
• 2–4 years of experience in accounting/finance, financial due diligence, restructuring, investment banking, or private equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• CPA, CFA, MBA, or master’s degree preferred but not required

The salary range is $90,000–$130,000 annually, depending on education, experience, skills, and geography. A&M offers a discretionary bonus program based on individual and firm performance. Regular employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits: healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverages, and a 401(k) retirement plan.

Eligible employees also receive a discretionary contribution to their 401(k). Other benefits include paid time off (vacation, personal days, 72 hours of sick time prorated for part‑time employees, ten federal holidays, one floating holiday, and parental leave).