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

Alvarez & Marsal - Boston, MA

Full-time - Entry Level

Boston, MA

Professional, Scientific, and Technical Services

About the position

The Associate position within A&M CFO Services is designed for individuals who are eager to work with private equity-held portfolio companies, providing essential solutions that help preserve and generate value for these businesses. The primary objective of this role is to enhance transparency regarding key drivers and business performance, ultimately supporting the increase of cash flow and EBITDA. The Associate will play a crucial role in ensuring that private equity firms have credible plans and the capability to execute and deliver on financial outcomes. CFO Services encompasses several key areas of service, including Liquidity & Working Capital Optimization, Strategic Analytics & Planning, Performance Measurement & Management, Business Transformation, and Auxiliary Services such as Accounting Remediation. The Associate will be expected to engage in data collection, validation, and analysis, identifying and processing relevant data to complete fact-based analyses. This involves validating all data used in calculations, reconciling models and reports, and compiling findings into clear and digestible formats for presentation. In addition to analytical tasks, the Associate will be responsible for project management and implementation, executing operational tasks independently, and ensuring the quality of their work product. Collaboration with team members is essential, as the role emphasizes teamwork and knowledge sharing. A strong financial acumen is required, including experience in financial modeling and a basic understanding of financial statements, treasury, and cash management. The ideal candidate will possess the ability to understand cause and effect relationships within trial balance accounts, contributing to the overall success of the CFO Services team.

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.
• 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 in Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity.
• Experience in building integrated financial models and strong Excel/PowerPoint skills.
• Possess financial modeling experience and a basic understanding of financial statements, treasury, and cash management.