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

Alvarez & Marsal - New York, NY

Full-time

New York, NY

Professional, Scientific, and Technical Services

About the position

The A&M CFO Services team collaborates with private equity portfolio companies to enhance business value through strategic financial solutions. The role focuses on improving transparency in business performance, optimizing liquidity and working capital, and ensuring credible financial planning and execution to achieve desired financial outcomes.

Responsibilities

• Data collection, validation, and analysis to support fact-based decision making.
• Identify, request, and process relevant data for analyses.
• Validate 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.
• 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.

Benefits

• Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.