PEPI: Associate, CFO Services (OPEN TO ALL US LOCATIONS) - 202202449-OTHLOC-Cq2bYfwl

Alvarez & Marsal - Dallas, TX

Full-time - Entry Level

Onsite - Dallas, TX

Professional, Scientific, and Technical Services

About the position

The Associate position in CFO Services at Alvarez & Marsal focuses on providing financial solutions to private equity portfolio companies. The role aims to enhance business performance through data analysis, project management, and teamwork, ultimately supporting clients in achieving financial outcomes and improving operational efficiency.

Responsibilities

• Collect, validate, and analyze relevant data to complete 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 and strong Excel/PowerPoint skills.