PEPI: Associate, CFO Services (OPEN TO ALL US LOCATIONS)

Alvarez & Marsal - Troy, MI

Full-time - Entry Level

Troy, MI

Professional, Scientific, and Technical Services

About the position

The Associate in CFO Services at A&M plays a crucial role in supporting private equity portfolio companies by providing financial solutions that enhance value and performance. This position focuses on improving transparency in business operations, optimizing liquidity and working capital, and ensuring credible financial planning and execution. The role involves data analysis, project management, and teamwork to deliver impactful financial outcomes for clients.

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.