Analyst, CFO Services

Alvarez & Marsal - New York, NY

Full-time

New York, NY

Professional, Scientific, and Technical Services

About the position

A&M CFO Services specializes in working with private equity-held portfolio companies, providing tailored solutions aimed at preserving and generating value for their businesses. The primary objective is to enhance transparency regarding key drivers and business performance, thereby supporting the increase of cash flow and EBITDA. The team is dedicated to ensuring that private equity firms have credible plans in place, along with the capability to execute these plans effectively to achieve desired financial outcomes. The CFO Services division 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. Each of these pillars is designed to address specific challenges faced by portfolio companies, ensuring they can navigate complex financial landscapes and achieve sustainable growth. In this role, professionals are expected to engage in data collection, validation, and analysis, identifying and processing relevant data to conduct thorough, fact-based analyses. This includes validating all data used in calculations, reconciling models and reports, and compiling findings into clear and digestible formats for presentation. Project management skills are essential, as individuals will execute operational tasks independently, develop tools and templates for client use, and ensure the quality of their work product. Teamwork is also a critical component, as collaboration with other team members and knowledge sharing are encouraged. A solid understanding of financial modeling and financial statements is necessary, along with the ability to comprehend the cause-and-effect relationships within trial balance accounts.

Responsibilities

• 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 and apply rules to independently produce accurate and reliable analyses.
• Compile findings into cogent and digestible spreadsheet templates and presentation slides.
• Execute operational tasks independently, including the development of tools/templates for client use and slide deck development.
• Quality check one's own work product to ensure 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 and offer knowledge sharing opportunities.
• View all interactions as a learning opportunity.

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.