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

Alvarez & Marsal - Nashville, TN

Full-time - Entry Level

Nashville, TN

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 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, supporting the increase of cash flow and EBITDA, and ensuring that portfolio companies have credible plans and the capability to execute and deliver on financial outcomes. The CFO Services team offers a range of services, 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 involved in data collection, validation, and analysis, where you will identify, request, and process relevant data to complete fact-based analyses. You will validate all data used in calculations and reconcile models and reports, ensuring accuracy and reliability in your analyses. In addition to data analysis, 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 key in this role, as you will work closely with other team members, sharing knowledge and learning from each interaction. A strong financial acumen is essential, as you will need to possess financial modeling experience and a basic understanding of financial statements, treasury, and cash management. This position is ideal for candidates who have graduated from an accredited four-year college or university with a concentration in accounting, finance, or economics, and have 2-4 years of relevant experience in fields such as Accounting, Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity. Strong Excel and PowerPoint skills are also required, as you will be building integrated financial models and presenting your findings effectively.

Responsibilities

• Data collection, validation, and analysis to support fact-based analyses.
• Identify, request, and process relevant data and information for analysis.
• 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 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.