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

Alvarez & Marsal - Tampa, FL

Full-time - Entry Level

Tampa, FL

Professional, Scientific, and Technical Services

About the position

The Associate position in CFO Services at Alvarez & Marsal (A&M) is designed for individuals who are eager to work with private equity-held portfolio companies. The primary focus of this role is to provide clients with solutions that enhance and preserve the value of their businesses. A&M CFO Services aims to improve transparency regarding key drivers and business performance, support the increase of cash flow and EBITDA, and deliver tangible benefits through hands-on involvement in client operations. The role is integral in supporting private equity firms to ensure their portfolio companies have credible plans and the capability to execute and achieve desired financial outcomes. CFO Services encompasses several key areas, including Liquidity & Working Capital Optimization, Strategic Analytics & Planning, Performance Measurement & Management, Business Transformation, and Auxiliary Services such as Accounting Remediation. As an Associate, you will be expected to engage in data collection, validation, and analysis, ensuring that all data used in calculations is accurate and reconciled. You will think critically to produce reliable analyses and compile your findings into clear and digestible formats, such as spreadsheet templates and presentation slides. In addition to data analysis, the role involves project management and implementation. You will execute operational tasks independently, which may include developing tools and templates for client use, creating slide decks, and quality-checking your work to ensure it meets the required standards. Collaboration is also a key aspect of this position, as you will work closely with team members and view all interactions as opportunities for learning and knowledge sharing. Financial acumen is essential for this role, as you will need to possess 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 position.

Responsibilities

• Data collection, validation, and analysis to support fact-based analyses.
• Identify, request, and process relevant data and information for analyses.
• Validate all data used in calculations and reconcile models and reports.
• Compile findings into clear spreadsheet templates and presentation slides.
• Execute operational tasks independently, including tool/template development and slide deck creation.
• Quality check work products to ensure logical flow and error-free outputs.
• Set up tools and utilize client software/apps to access client data.
• Collaborate with team members and share knowledge effectively.

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.