PEPI: Senior Associate, CFO Services; US Locations

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. 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

• 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 all client deliverables are presented logically and accurately.
• Set reasonable timelines and 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, providing 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 changes to key operating levers.

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

Salary range: $100,000 – $160,000 annually, dependent 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, including 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) from Alvarez & Marsal. Paid time off includes vacation, personal days, eighty‑two hours of sick time (prorated for part‑time employees), ten federal holidays, one floating holiday, and parental leave. Benefit details are available on request.

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 that they are qualified for and that is of interest to them.