Alvarez & Marsal - Los Angeles, CA
posted 3 months ago
About the position
A&M CFO Services is dedicated to working with private equity-held portfolio companies, providing tailored solutions aimed at preserving and generating value for our clients' businesses. Our primary objective is to enhance transparency regarding key drivers and business performance, thereby supporting the increase of cash flow and EBITDA. We engage in hands-on involvement with our clients' operations to ensure that private equity firms can rely on credible plans and the capability to execute and deliver favorable 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. Each of these pillars is designed to address specific financial challenges and opportunities faced by our clients, ensuring that they can navigate the complexities of their financial landscapes effectively. In this role, you will be expected to engage in data collection, validation, and analysis. This involves identifying, requesting, and processing relevant data to complete fact-based analyses. You will validate all data used in calculations and reconcile models and reports both individually and in aggregate. Critical thinking is essential, as you will need to apply rules to produce accurate and reliable analyses independently. Your findings will be compiled into clear and digestible spreadsheet templates and presentation slides. Project management and implementation are also key components of this position. You will execute operational tasks independently, which may include developing tools and templates for client use, fulfilling client requests, and creating slide decks. Quality assurance of your work is crucial to ensure that it addresses the subject question, flows logically, and is free from errors. You will also set up tools and utilize client software and applications to access necessary client data. Teamwork is a vital aspect of this role. You will collaborate with other team members and view all interactions as opportunities for knowledge sharing and learning. A strong financial acumen is required, including experience in financial modeling and a basic understanding of financial statements, treasury, and cash management. Understanding the cause and effect relationships related to trial balance accounts is also important.
Responsibilities
- Identify, request, and process relevant data and information to complete fact-based analyses.
- Validate all data used in calculations and reconcile models and reports individually and in aggregate.
- 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.
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.
