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

Alvarez & Marsal - Troy, MI

Full-time - Mid Level

Troy, MI

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 services is to enhance transparency regarding key drivers and overall business performance, which in turn supports the increase of cash flow and EBITDA. Our hands-on involvement in client operations is designed 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 comprehensive range of services, including Liquidity & Working Capital Optimization, Strategic Analytics & Planning, Performance Measurement & Management, and Business Transformation. Additionally, we provide auxiliary services such as Accounting Remediation. Our approach is data-driven, focusing on the collection, validation, and analysis of relevant information to support our clients' financial strategies. In this role, you will be expected to engage in data collection and validation, ensuring that all data used in analyses is accurate and reliable. You will compile findings into clear and digestible formats, such as spreadsheet templates and presentation slides. Project management skills are essential, as you will execute operational tasks independently, including the development of tools and templates for client use. Collaboration with team members is crucial, as we view every interaction as an opportunity for knowledge sharing and learning. A solid understanding of financial modeling and financial statements is necessary, as well as the ability to understand the cause-and-effect relationships within trial balance accounts.

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.
• Possess financial modeling experience and a basic understanding of financial statements, treasury, and cash management.

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.