PEPI: Associate, CFO Services (OPEN TO ALL US LOCATIONS) - 202202449-OTHLOC-Cu2bYfwp
Alvarez & Marsal - Houston, TX
posted 3 months ago
About the position
The Associate position in CFO Services at Alvarez & Marsal is designed for individuals who are eager to work with private equity-held portfolio companies. The primary focus of this role is to provide solutions that help preserve and generate value for our clients' businesses. The A&M CFO Services team is dedicated to improving transparency regarding key drivers of business performance, supporting the increase of cash flow and EBITDA, and ensuring that our clients can execute credible plans that lead to favorable financial outcomes. This role involves hands-on involvement in the operations of our clients, which is crucial for delivering tangible results. 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 calculations is accurate and reliable. You will compile your findings into clear and digestible formats, such as spreadsheet templates and presentation slides, which are essential for communicating insights to clients. In addition to analytical tasks, you will be responsible for project management and implementation. This includes executing operational tasks independently, developing tools and templates for client use, and ensuring the quality of your work product. Collaboration is key in this role; you will work closely with other team members, sharing knowledge and learning from each interaction. A strong financial acumen is necessary, as you will need to possess financial modeling experience and a basic understanding of financial statements, treasury, and cash management. Understanding the cause and effect relationships within trial balance accounts will also be critical to your success in this position.
Responsibilities
- Data collection, validation, and analysis to support fact-based analyses.
- Identify, request, and process relevant data and information for analysis.
- 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/template development and slide deck creation.
- Quality check work products to ensure accuracy and logical flow.
- Set up tools and utilize client software/apps to access client 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.
