PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal - New York, NY
posted 3 months ago
About the position
A&M CFO Services works closely with private equity-held portfolio companies, providing 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, challenging preconceived beliefs with 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 throughout presentations. Project management and implementation are key components of this position. You will review and provide inputs to 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. The role requires bespoke solutions and creative approaches, especially during unprecedented times. Teamwork is essential, 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.
Responsibilities
- Develop information requests based on specific project scope.
- Lead client interviews to gather meaningful data.
- Identify information gaps through trend analysis and pattern recognition.
- Investigate beyond initial answers 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 analyses, ensuring data and branding standards are consistent throughout presentations.
- Review and provide inputs to all work products, ensuring client deliverables are presented logically and accurately.
- Set reasonable timelines and expectations in alignment with clients.
- Develop financial models, including three-statement forecasts and liquidity forecasting, independently and accurately.
- Create client presentations and bespoke solutions during unprecedented times.
- Promote a team environment where diverse ideas and opinions are encouraged.
- Share knowledge and experience, providing 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.
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 and personal days
- Seventy-two (72) hours of sick time (prorated for part-time employees)
- Ten federal holidays and one floating holiday
- Parental leave
- Discretionary bonus program based on individual and firm performance
