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

Alvarez & Marsal - Charlotte, NC

Full-time - Entry Level

Charlotte, NC

Professional, Scientific, and Technical Services

About the position

The Associate position in CFO Services at Alvarez & Marsal (A&M) is designed for individuals who are eager to work with private equity-held portfolio companies. The primary objective of this role is to provide clients with solutions that enhance and preserve the value of their businesses. A&M CFO Services focuses on improving transparency regarding key drivers and business performance, supporting the increase of cash flow and EBITDA, and ensuring that portfolio companies have credible plans and the capability to execute and deliver on 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 involved in data collection, validation, and analysis, where you will identify, request, and process 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, executing operational tasks independently, developing tools and templates for client use, and ensuring the quality of your work product. Collaboration with team members is essential, as you will work together to share knowledge and view interactions as learning opportunities. A strong financial acumen is required, including experience in financial modeling and a basic understanding of financial statements, treasury, and cash management. This role is ideal for candidates who have a background in accounting, finance, or economics, and possess 2-4 years of relevant experience in fields such as Financial Due Diligence, Restructuring, Investment Banking, or Private Equity. Strong Excel and PowerPoint skills are also necessary for success in this position.

Responsibilities

• Identify, request, and process relevant data and information to complete fact-based analyses.
• Validate all data used in calculations, reconcile models and reports individually and in aggregate.
• Think critically and apply rules to independently produce accurate and reliable analyses.
• 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, flows logically, 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 related to Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity.
• Experience in building integrated financial models and strong Excel/PowerPoint skills.