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

Alvarez & Marsal - Kansas City, MO

Full-time - Entry Level

Kansas City, MO

Professional, Scientific, and Technical Services

About the position

A&M CFO Services is dedicated to working with private equity-held portfolio companies, providing tailored solutions aimed at preserving and generating value for our clients' businesses. Our primary objective is to enhance transparency regarding key drivers and overall business performance, which in turn supports the increase of cash flow and EBITDA. We pride ourselves on our hands-on involvement in our clients' operations, ensuring that private equity firms can rely on credible plans and the capability to execute and deliver favorable financial outcomes. The CFO Services team offers a range of essential 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 the unique challenges faced by our clients, ensuring that they can navigate the complexities of financial management effectively. In this role, you will be expected to engage in data collection, validation, and analysis. This involves identifying, requesting, and processing relevant data to complete fact-based analyses. You will validate all data used in calculations and reconcile models and reports both individually and in aggregate. Critical thinking is essential, as you will need to apply rules to produce accurate and reliable analyses independently. Your findings will be compiled into clear and digestible spreadsheet templates and presentation slides. Project management and implementation are also key components of this position. You will execute operational tasks independently, which may include developing tools and templates for client use, fulfilling client requests, and creating slide decks. Quality assurance of your work is crucial to ensure that it addresses the subject question, flows logically, and is free from errors. You will also set up tools and utilize client software and applications to access necessary client data. Teamwork is a vital aspect of our culture. You will collaborate with other team members and actively seek knowledge-sharing opportunities, viewing all interactions as a chance to learn and grow. A strong financial acumen is required, including experience in financial modeling and a basic understanding of financial statements, treasury, and cash management. You should be able to understand the cause-and-effect relationships related to trial balance accounts.

Responsibilities

• Data collection, validation, and analysis of relevant information.
• Identify, request, and process data to complete analyses.
• Validate all data used in calculations and reconcile models and reports.
• Compile findings into spreadsheet templates and presentation slides.
• Execute operational tasks independently, including tool/template development and slide deck creation.
• Quality check own work to ensure accuracy and logical flow.
• Set up tools and utilize client software/apps to access client 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.
• Strong Excel and PowerPoint skills.