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 specializes in working with private equity-held portfolio companies, providing tailored solutions aimed at preserving and generating value for their businesses. The primary objective of our team 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. Our CFO Services encompass several critical pillars, including Liquidity & Working Capital Optimization, Strategic Analytics & Planning, Performance Measurement & Management, and Business Transformation. Additionally, we offer Auxiliary Services such as Accounting Remediation. Each of these services is designed to address the unique challenges faced by our clients, enabling them to navigate complex financial landscapes effectively. In this role, you will be expected to engage in data collection, validation, and analysis, identifying and processing relevant data to complete fact-based analyses. You will validate all data used in calculations, ensuring accuracy and reliability in your analyses. Your findings will be compiled into clear and digestible spreadsheet templates and presentation slides, which will be essential for communicating insights to clients. Project management and implementation will also be key components of your responsibilities, as 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 will be vital, as you will share knowledge and view all interactions as opportunities for learning. A solid understanding of financial modeling and financial statements, along with experience in treasury and cash management, will be crucial for success in this position.

Responsibilities

• Identify, request, and process relevant data and information to complete fact-based analyses.
• Validate all data used in calculations, reconciling 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.
• 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.