Alvarez & Marsal - Houston, TX
posted 2 months ago
A&M CFO Services works closely with private equity-held portfolio companies to provide tailored solutions aimed at preserving and generating value for their businesses. The primary objective is to enhance transparency regarding key drivers and business performance, thereby supporting the increase of cash flow and EBITDA. The team is dedicated to ensuring that private equity firms have credible plans in place, along with the capability to execute and deliver on financial outcomes. The CFO Services division 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. In this role, you will be responsible for data collection, validation, and analysis. This includes developing information requests based on specific project scopes, leading client interviews to gather meaningful data, and identifying information gaps through trend analysis and pattern recognition. You will be expected to investigate beyond initial answers and challenge preconceived beliefs using fact-based analytics. A significant part of your role will involve deep diving into relevant data to improve management reporting and develop reliable forecasting models. You will also be tasked with creating storyline messages that align with data and branding standards for presentations. Project management and implementation are key components of this position. You will review and provide input on all work products, ensuring that client deliverables are presented logically and accurately. Setting reasonable timelines and expectations in alignment with clients is crucial. You will independently develop financial models, including three-statement forecasts and liquidity forecasting, and create client presentations. Additionally, you will be expected to develop bespoke solutions with creative approaches during unprecedented times. Teamwork is essential in this role, as you will promote an environment where diverse ideas and opinions are encouraged. Sharing knowledge and experience, as well as providing coaching to teammates, will be part of your responsibilities. Financial acumen is critical, as you will need to build various financial models and provide insightful analyses, understanding the impacts on profit and balance sheets stemming from key operating levers.