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

Alvarez & Marsal - Dallas, TX

Full-time - Entry Level

Dallas, TX

Professional, Scientific, and Technical Services

About the position

A&M CFO Services is dedicated to working with private equity-held portfolio companies, providing tailored solutions aimed at preserving and generating value for our clients' businesses. Our primary objective is to enhance transparency regarding key drivers and business performance, thereby supporting the increase of cash flow and EBITDA. We engage in hands-on involvement with our clients' operations to ensure that private equity firms can rely on 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. Each of these pillars is designed to address specific financial challenges and opportunities faced by our clients, ensuring that they can navigate the complexities of their financial landscapes effectively. In this role, you will be expected to engage in data collection, validation, and analysis. This involves identifying, requesting, and processing relevant data to complete fact-based analyses. You will validate all data used in calculations, reconcile models and reports, and think critically to produce accurate and reliable analyses. Your findings will be compiled into clear and digestible spreadsheet templates and presentation slides, which will be essential for communicating insights to clients. Project management and implementation are also key components of this position. You will execute operational tasks independently, such as developing tools and templates for client use, and ensuring that your work product is of high quality, logically structured, and free from errors. Additionally, you will set up tools and utilize client software to access necessary data. Teamwork is crucial in this role, as you will collaborate with other team members and view all interactions as opportunities for learning. A strong financial acumen is required, including experience in financial modeling and a basic understanding of financial statements, treasury, and cash management. You should be able to understand the cause-and-effect relationships within trial balance accounts.

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 own work to ensure accuracy and logical flow.
• Set up tools and utilize client software to access 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 and strong Excel/PowerPoint skills.