Alvarez & Marsal - New York, NY
posted 3 months ago
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 is to enhance transparency regarding key drivers and business performance, thereby supporting the increase of cash flow and EBITDA. The team is dedicated to delivering hands-on involvement in client operations, ensuring that private equity firms have credible plans and the capability to execute and achieve desired financial outcomes. The CFO Services division 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 portfolio companies, ultimately driving improved financial performance and operational efficiency. In this role, professionals are expected to engage in data collection, validation, and analysis. This involves identifying, requesting, and processing relevant data to complete fact-based analyses, validating all data used in calculations, and reconciling models and reports both individually and in aggregate. Critical thinking is essential, as team members must apply rules to produce accurate and reliable analyses independently. Findings should be compiled into clear and digestible spreadsheet templates and presentation slides. Project management and implementation are key components of the role, requiring individuals to execute operational tasks independently, such as developing tools and templates for client use, completing tasks requested by clients, and creating slide decks. Quality assurance is crucial, as team members must ensure their work product addresses the subject question, flows logically, and is free from errors. Additionally, setting up tools and utilizing client software to access data is part of the operational responsibilities. Teamwork is emphasized, with a focus on collaborative efforts among team members and knowledge sharing opportunities. Every interaction is viewed as a learning opportunity, fostering a culture of continuous improvement. Financial acumen is also a critical expectation, with candidates needing to possess financial modeling experience and a basic understanding of financial statements, treasury, and cash management, as well as an understanding of cause-and-effect relationships related to trial balance accounts.
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.
- View all interactions as a learning opportunity.
- 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.
