PEPI: Associate, CFO Services; US Locations

Overview

A&M CFO Services work with private equity‑held portfolio companies to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, support increasing cash and EBITDA, and provide benefits through hands‑on involvement in our clients’ operations. We support 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

• Identify, request, and process relevant data and information to complete fact‑based analyses
• Validate all data used in calculations, reconcile models and reports individually and in aggregate
• Think critically, apply rules to independently produce accurate and reliable analyses
• Compile findings into cogent and digestible spreadsheet templates and presentation slides

• Execute operational tasks independently (e.g., development of tools / templates for client use, tasks requested by client, slide deck development, etc.)
• Quality check one’s own work product to ensure that it addresses the subject question, flows logically, and is free from error
• Set up tools and utilize client software / apps to access client data

• Collaboratively work with other team members, offer knowledge sharing opportunities
• View all interactions as a learning opportunity

• Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts

• Graduate of accredited 4‑year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• 2‑4 years of experience related to Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
• Experience in building integrated financial models and have strong Excel/PowerPoint skills

It is Alvarez & Marsal’s practice to provide and promote 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 and in accordance with applicable laws.

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