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

Alvarez & Marsal - New York, NY

Full-time - Mid Level

New York, NY

Professional, Scientific, and Technical Services

About the position

The Senior Associate in CFO Services at Alvarez & Marsal focuses on providing strategic financial solutions to private equity portfolio companies. The role aims to enhance business performance, improve cash flow and EBITDA, and ensure that portfolio companies have credible financial plans. This position involves hands-on engagement with clients to deliver measurable financial outcomes through various services, including liquidity optimization, strategic analytics, and business transformation.

Responsibilities

• Data collection, validation, and analysis to support project objectives.
• Lead client interviews to gather meaningful data and identify information gaps.
• Conduct trend analysis and challenge preconceived beliefs with fact-based analytics.
• Deep dive into relevant data to improve management reporting and develop reliable forecasting.
• Create storyline messages using supporting facts and ensure consistency in presentations.
• Review and provide inputs to client deliverables, ensuring logical and accurate presentation.
• Set reasonable timelines and expectations aligned with client needs.
• Develop financial models and client presentations independently.
• Create bespoke solutions during unprecedented times.
• Promote a team environment that encourages diverse ideas and opinions.
• Share knowledge and provide coaching to teammates.

Requirements

• Graduate of an accredited 4-year college/university with a concentration in accounting, finance, or economics preferred but not required.
• 3-7 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.