PEPI: Associate, CFO Services (OPEN TO ALL US LOCATIONS) - 202202449-OTHLOC-Cj1bYfwd

Alvarez & Marsal - Atlanta, GA

Full-time

Atlanta, GA

Professional, Scientific, and Technical Services

About the position

Alvarez & Marsal's CFO Services team works closely with private equity-held portfolio companies to provide tailored solutions aimed at preserving and generating value for their businesses. The primary objective is to enhance transparency regarding key drivers and overall 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 and the capability to execute these plans effectively to achieve desired financial outcomes. The CFO Services encompass several critical areas, including Liquidity and Working Capital Optimization, Strategic Analytics and Planning, Performance Measurement and Management, Business Transformation, and Auxiliary Services such as Accounting Remediation. Each of these pillars is designed to address specific challenges faced by portfolio companies and to facilitate their growth and operational efficiency. In this role, associates will be expected to engage in data collection, validation, and analysis. This involves identifying, requesting, and processing relevant data to complete thorough, fact-based analyses. Associates must validate all data used in calculations, ensuring accuracy and reliability in their analyses. The findings will be compiled into clear and digestible spreadsheet templates and presentation slides, which will be used to communicate insights effectively. Project management and implementation are also key components of this position. Associates will execute operational tasks independently, which may include developing tools and templates for client use, fulfilling specific client requests, and creating slide decks. Quality assurance of their work is essential to ensure that it is logically structured and free from errors. Additionally, associates will set up tools and utilize client software to access necessary data. Teamwork is a vital aspect of the role, as associates will collaborate with other team members and share knowledge to enhance the overall effectiveness of the team. Each interaction is viewed as an opportunity for learning and growth. Financial acumen is crucial for success in this position. Candidates should possess experience in financial modeling and a basic understanding of financial statements, treasury, and cash management. They should also be able to understand the cause-and-effect relationships within trial balance accounts.

Responsibilities

• Data collection, validation, and analysis of relevant information.
• Identify, request, and process data to complete analyses.
• Validate all data used in calculations and reconcile models and reports.
• Compile findings into spreadsheet templates and presentation slides.
• Execute operational tasks independently, including tool/template 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.
• Possess financial modeling experience and understand financial statements.

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.