Analyst, CFO Services - 202401537-OTHLOC-Cq2bYfwl

Alvarez & Marsal - Dallas, TX

Full-time - Entry Level

Onsite - Dallas, TX

Professional, Scientific, and Technical Services

About the position

The Analyst position within A&M CFO Services focuses on providing analytical and operational support to private equity portfolio companies. The role aims to enhance business performance through data-driven insights, financial modeling, and collaboration with team members to ensure effective execution of financial strategies.

Responsibilities

• Identify, request, and process relevant data and information for analyses.
• Validate all data used in calculations and reconcile models and reports.
• Compile findings into clear spreadsheet templates and presentation slides.
• Execute operational tasks independently, including tool development and slide deck creation.
• Quality check work products to ensure accuracy and logical flow.
• Set up tools and utilize client software to access data.
• Collaborate with team members and share knowledge.

Requirements

• Graduate of an accredited 4-year college/university with a concentration in accounting, finance, or economics preferred but not required.
• 2-4 years of experience in Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity.
• Experience in building integrated financial models and strong Excel/PowerPoint skills.