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

Alvarez & Marsal - Phoenix, AZ

Full-time

Phoenix, AZ

Professional, Scientific, and Technical Services

About the position

A&M CFO Services specializes in working with private equity-held portfolio companies, providing tailored solutions aimed at preserving and generating value for their businesses. The primary objective of our team is to enhance transparency regarding key drivers and overall business performance, which in turn supports the increase of cash flow and EBITDA. We pride ourselves on our hands-on involvement in our clients' operations, ensuring that private equity firms can rely on credible plans and the capability to execute and deliver favorable financial outcomes. Our CFO Services encompass several critical pillars, including Liquidity & Working Capital Optimization, Strategic Analytics & Planning, Performance Measurement & Management, and Business Transformation. Additionally, we offer Auxiliary Services such as Accounting Remediation. Each of these services is designed to address the unique challenges faced by our clients, ensuring that they can navigate the complexities of financial management 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, ensuring accuracy and reliability by reconciling models and reports both individually and in aggregate. Critical thinking is essential as you will need to apply rules independently to produce precise analyses. Your findings will be compiled into clear and digestible spreadsheet templates and presentation slides, which will be used to communicate insights to clients. Project management and implementation are also key components of this position. You will execute operational tasks independently, which may include developing tools and templates for client use, completing tasks requested by clients, and creating slide decks. Quality assurance is vital; you will need to ensure that your work product addresses the subject question, flows logically, and is free from errors. Familiarity with client software and applications will be necessary to access client data effectively. Teamwork is a fundamental aspect of our culture. You will collaborate with other team members, sharing knowledge and viewing all interactions as opportunities for learning. A solid financial acumen is required, including 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 success in this role.

Responsibilities

• Identify, request, and process relevant data and information to complete fact-based analyses.
• Validate all data used in calculations, reconciling 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.
• View all interactions as a learning opportunity.

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.