Alvarez & Marsal - Houston, TX
posted 3 months ago
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 objective of this role is to provide clients with solutions that enhance and preserve the value of their businesses. A&M CFO Services focuses on improving transparency regarding key drivers and business performance, which in turn supports the increase of cash flow and EBITDA. The role involves hands-on involvement in the operations of client companies to ensure they have credible plans and the capability to execute and deliver favorable 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 also be responsible for compiling findings into clear and digestible formats, such as spreadsheet templates and presentation slides. In addition to data analysis, the role requires project management skills, where you will execute operational tasks independently, develop tools and templates for client use, and ensure the quality of your work product. Collaboration with team members is essential, as you will be expected to share knowledge and view interactions as learning opportunities. A strong financial acumen is necessary, including experience in financial modeling and a basic understanding of financial statements, treasury, and cash management. This position is ideal for individuals who are proactive, detail-oriented, and possess a strong analytical mindset.
Responsibilities
- Collect, validate, and analyze relevant data and information to complete fact-based analyses.
- Validate all data used in calculations and reconcile models and reports individually and in aggregate.
- Compile findings into clear 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 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.
