Alvarez & Marsal - Chicago, IL
posted 3 months ago
About the position
The Analyst position within A&M CFO Services is designed to support private equity portfolio companies by providing critical financial insights and operational support. The primary goal of this role is to enhance transparency regarding key business drivers and performance metrics, ultimately aiding in the improvement of cash flow and EBITDA for our clients. Analysts will engage in hands-on involvement with client operations, ensuring that private equity firms have credible plans and the capability to execute them effectively to achieve desired financial outcomes. The CFO Services team offers a range of services, including Liquidity & Working Capital Optimization, Strategic Analytics & Planning, Performance Measurement & Management, Business Transformation, and Auxiliary Services such as Accounting Remediation. Analysts will be responsible for data collection, validation, and analysis, which involves identifying and processing relevant data to conduct fact-based analyses. This includes validating all data used in calculations and reconciling models and reports to ensure accuracy and reliability. In addition to data analysis, the role requires project management skills, where Analysts will execute operational tasks independently, such as developing tools and templates for client use and creating presentation materials. Quality assurance of one’s own work is crucial, ensuring that all outputs are logical, error-free, and directly address the subject matter at hand. Teamwork is also emphasized, as Analysts will collaborate with team members and view interactions as opportunities for learning and knowledge sharing. Financial acumen is essential for this role, as candidates should possess experience in financial modeling and a basic understanding of financial statements, treasury, and cash management. Understanding the cause-and-effect relationships within trial balance accounts is also important for success in this position.
Responsibilities
- Collect, validate, and analyze data relevant to client needs.
- Identify and request necessary data to complete 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 own work 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.
- Strong Excel and PowerPoint skills.
