PEPI: Senior Associate, CFO Services; US Locations

OVERVIEW

A&M CFO Services works with private equity‑held portfolio companies to provide solutions that preserve and generate value for their businesses. Our goal is to improve transparency around key drivers and business performance, support increasing cash and EBITDA, and provide benefits through hands‑on involvement in our clients’ operations. The role supports PE firms to ensure their 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

• Develop information requests based on the specific project scope
• Lead client interviews and ask the right questions to gather meaningful data
• Identify information gaps through trend analysis and pattern recognition
• Investigate beyond the first logical answer and challenge preconceived beliefs with fact‑based analytics
• Deep‑dive into all relevant data, improve management reporting, and develop reliable and transparent forecasting
• Develop storyline messages using supporting facts and analyses, ensuring data and branding standards flow accurately and consistently throughout the presentation

• Review and provide inputs to all work products, ensuring that all client deliverables are presented logically and accurately
• Set reasonable timelines/expectations and align them with the client
• Develop financial models (three‑statement forecast, liquidity forecasting) and client presentations independently and accurately
• Develop bespoke solutions with creative approaches during unprecedented times

• Promote a team environment where diverse ideas and opinions are encouraged
• Share knowledge and experience, provide coaching to teammates

• Ability to build various financial models and provide insightful analyses
• Ability to understand the impacts on profit and balance sheet stemming from impacts to key operating levers

• Graduate of an accredited 4‑year college/university with an educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• 3‑7 years of experience related to accounting/finance, financial due diligence, restructuring, investment banking, or private equity
• Experience in building integrated financial models and strong Excel/PowerPoint skills

Alvarez & Marsal promotes equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by applicable laws.

Employees and applicants can find A&M policy statements and additional information by region here.