PEPI: Associate, CFO Services (OPEN TO ALL US LOCATIONS) - 202202449-OTHLOC-Cu2bYfwp

$45,000 - $161,000/Yr

Alvarez & Marsal - Houston, TX

Full-time - Entry Level

Onsite - Houston, TX

Professional, Scientific, and Technical Services

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 and business performance, which is essential for increasing cash flow and EBITDA. This position involves hands-on involvement in the operations of our clients, ensuring that private equity firms have credible plans and the capability to execute and deliver favorable financial outcomes. 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, identifying and processing relevant data to complete fact-based analyses. You will validate all data used in calculations and reconcile models and reports, ensuring accuracy and reliability in your analyses. In addition to data analysis, you will be responsible for project management and implementation. This includes executing operational tasks independently, such as developing tools and templates for client use, creating slide decks, and quality-checking your work to ensure it meets the required standards. Collaboration is key in this role, as you will work closely with other team members, sharing knowledge and viewing all interactions as learning opportunities. A strong financial acumen is essential for this position. You should 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 crucial for your success in this role.

Responsibilities

• Data collection, validation, and analysis of relevant information.
• Identify, request, and process data to complete fact-based 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 work products to ensure logical flow and error-free results.
• Collaborate with team members and share knowledge.
• Set up tools and utilize client software/apps to access client data.

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.