Analyst, CFO Services

Alvarez & Marsal - San Francisco, CA

Full-time - Entry Level

San Francisco, CA

Professional, Scientific, and Technical Services

About the position

The A&M CFO Services team collaborates with private equity portfolio companies to enhance business value through improved transparency and operational involvement. The role focuses on optimizing liquidity, strategic analytics, performance measurement, and business transformation, ensuring that portfolio companies can execute credible financial plans and achieve desired outcomes.

Responsibilities

• Collect, validate, and analyze relevant data and information for fact-based 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.
• Strong Excel and PowerPoint skills.