Alvarez & Marsal - Dallas, TX

posted about 2 months ago

Full-time - Entry Level
Onsite - Dallas, TX
Professional, Scientific, and Technical Services

About the position

The Associate position within the CFO Services team at Alvarez & Marsal focuses on providing strategic financial solutions to private equity portfolio companies. The role is designed to enhance the value of these businesses through a variety of services aimed at improving transparency, cash flow, and overall business performance. The CFO Services team is dedicated to supporting private equity firms by ensuring that their portfolio companies have credible financial plans and the capability to execute them effectively. This involves hands-on involvement in the operations of these companies to drive financial outcomes and enhance EBITDA. 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. As an Associate, you will be expected to engage in data collection, validation, and analysis, ensuring that all data used in financial calculations is accurate and reliable. You will compile your findings into clear and concise spreadsheet templates and presentation slides, making it essential to think critically and apply analytical rules to produce dependable analyses. In addition to data analysis, the role requires project management skills, where you will execute operational tasks independently, such as developing tools and templates for client use and ensuring the quality of your work product. Collaboration with team members is also a key aspect of this position, as knowledge sharing and teamwork are encouraged to foster a learning environment. Financial acumen is crucial for this role, as you will need to possess experience in financial modeling and a basic understanding of financial statements, treasury, and cash management. Understanding the cause-and-effect relationships within trial balance accounts will also be important for your success in this position.

Responsibilities

  • Collect, validate, and analyze 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 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.
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