Alvarez & Marsal - Phoenix, AZ

posted 7 months ago

Part-time - Mid Level
Phoenix, AZ
1,001-5,000 employees
Professional, Scientific, and Technical Services

About the position

Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement, and corporate advisory services. We are seeking to expand our Private Equity Performance Improvement (PEPI) - M&A team. With more than 3,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem-solving and value creation. Our PEPI practice focuses on serving upper middle market and large cap private equity firms to improve operating results at their portfolio companies, which typically range from $50 million to over $1 billion in revenue. The PEPI services we offer include Commercial Due Diligence/Strategy, Merger Integration & Carve-outs, IT pre-acquisition diligence, IT post-acquisition implementations and integration, Interim Management, Supply Chain Interim Management, and various M&A Services. Our Finance & Accounting (F&A) M&A team is comprised of seasoned professionals who provide practical advice to private equity clients and their portfolio companies across the full spectrum of the deal lifecycle, from pre-deal activities to post-deal implementations and future-state operating models. We are looking for a Finance & Accounting Manager within our PEPI M&A practice. The ideal candidate will have 5-8+ years of experience in finance and accounting, with a strong emphasis on M&A experience, particularly with private equity clients. The Manager will be responsible for supporting the full spectrum of finance and accounting operations in connection with transactions, ensuring Day-1 readiness, managing integration plans, and collaborating with various functional teams throughout the M&A process. This role will report to the Director of PEPI's F&A M&A team and will have regular exposure to senior leadership.

Responsibilities

  • Support business in ensuring Day-1 readiness across all F&A sub-functions.
  • Manage the mapping of Chart of Accounts, Accounting policy alignment, and necessary close and reporting calendars for management, statutory and regulatory purposes.
  • Coordinate all aspects of the finance and accounting integration including Revenue and AR, Expenditures and AP, Month-end close and reporting, Payroll and Treasury, FP&A, etc.
  • Own the integration plan and execution while driving a team of cross-functional leaders to orchestrate impactful integration planning and execution while proactively navigating challenges as they arise.
  • Engage with functional teams through the M&A process and ensure deliverables are on time.
  • Assist in the execution of business initiatives during integration/transition period.
  • Analyze target company historical data to identify historical and projected trends, and support with diligence.
  • Collaborate with Target to obtain necessary financial, tax, operational information.
  • Establish rapport, credibility, trust, and respect with clients at all levels, and be viewed as a team player with exceptional communication, analytical, and leadership skills.
  • Design and stand-up interim and future-state operating model for the Finance function.
  • Manage project updates and communication within the organization in cross-functional meetings.

Requirements

  • 5-8+ years of experience in Finance & Accounting, with depth in areas such as treasury, financial diligence, internal controls/audit, FP&A, and controllership.
  • Some level of M&A experience is required; depth of experience with private equity clients is heavily considered.
  • Strong, team-oriented leadership skills with 4+ years of managing teams.
  • High emotional intelligence (EQ) and persuasive communication skills with executive presence.
  • Ability to independently identify, frame, and escalate issues and support decision-making.
  • Detail-oriented with the ability to work with minimal supervision in a fast-paced environment.
  • Strong critical thinking skills and experience applying various methodologies to assess processes and business issues.
  • Strong understanding of GAAP and related purchase accounting requirements.
  • Bachelor's Degree in Accounting, Finance, or Business/Management is required; MBA with a Finance concentration or CPA preferred.

Nice-to-haves

  • Experience in top-tier strategy firms, niche advisory firms, or Big-4 Consulting.
  • 3-5+ years of M&A accounting and financial diligence experience.

Benefits

  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages
  • 401(k) retirement plan with discretionary contributions
  • Paid time off including vacation, personal days, and sick time
  • Ten federal holidays and one floating holiday
  • Parental leave
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