PEPI: Senior Associate, CFO Services; US Locations

Position: PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
Description

PEPI - CFO Services - Senior Associate

OVERVIEW:

A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

CFO Services Provides the following pillar of services:

* Liquidity & Working Capital Optimization

* Strategic Analytics & Planning

* Performance Measurement & Management

* Business Transformation

* Auxiliary Services:
Accounting Remediation

PROFESSIONAL EXPECTATIONS:

Data Collection, Validation and Analysis

* Develop information requests based on the specific project scope

* Lead client interviews and ask the right questions in order to gather meaningful data

* Identify information gaps through trend analysis, 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, ensure data and branding standards flows accurately and consistently throughout the presentation

Project Management and Implementation

* Review and provide inputs to all work products, and ensure that all client deliverables are presented logically and accurately

* Set reasonable timelines/expectations and align such with client

* Develop financial models (three statement forecast, liquidity forecasting) and client presentations independently and accurately

* Develop bespoke solutions with creative approaches during unprecedented times

Teamwork

* Promote a team environment where diverse ideas and opinions are encouraged

* Share knowledge and experience, provide coaching to teammates

Financial Acumen

* Ability to build various financial models and provide insightful analyses

* Ability to understand the impacts to profit and balance sheet stemming from impacts to key operating levers

ACCREDITATION /

EXPERIENCE:

* Graduate of accredited 4-year college / university with 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 have strong Excel/PowerPoint skills

#LI-LS1

The salary range is $100,000 - $160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal.

Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.  for more information regarding A&M's benefits programs.

Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.

Culture & Values

At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing.

For those ready to roll up their sleeves, lead with integrity, and be difference makers, this is where it starts.

Equal Opportunity Employer

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…