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

Alvarez & Marsal - Washington, DC

Full-time - Entry Level

Washington, DC

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 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 specific financial challenges and opportunities faced by our clients, ensuring that they can navigate the complexities of their financial landscapes 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, 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 are also key components of this position. You will execute operational tasks independently, such as developing tools and templates for client use, and quality-checking your work to ensure it meets the required standards. Collaboration with team members is crucial, as you will be expected to share knowledge and view all interactions as opportunities for learning. A strong financial acumen is necessary for this role, 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 within trial balance accounts, which will aid in your analyses and recommendations.

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.