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

PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS) Join to apply for the PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS) role at Alvarez & Marsal Overview A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients’ operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes. Description PEPI - CFO Services – Senior Associate OVERVIEW: A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients’ operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes. CFO Services Provides the following pillar of services: Liquidity & Working Capital Optimization Strategic Analytics & Planning Performance Measurement & Management Business Transformation Auxiliary Services: Accounting Remediation Professional Expectations Data Collection, Validation and Analysis Develop information requests based on the specific project scope Lead client interviews and ask the right questions in order to gather meaningful data Identify information gaps through trend analysis, pattern recognition Investigate beyond the first logical answer and challenge preconceived beliefs with fact-based analytics Deep dive into all relevant data, improve management reporting, and develop reliable and transparent forecasting Develop storyline messages using supporting facts and analyses, ensure data and branding standards flow accurately and consistently throughout the presentation Project Management and Implementation Review and provide inputs to all work products, and ensure that all client deliverables are presented logically and accurately Set reasonable timelines/expectations and align such with client Develop financial models (three statement forecast, liquidity forecasting) and client presentations independently and accurately Develop bespoke solutions with creative approaches during unprecedented times Teamwork Promote a team environment where diverse ideas and opinions are encouraged Share knowledge and experience, provide coaching to teammates Financial Acumen Ability to build various financial models and provide insightful analyses Ability to understand the impacts to profit and balance sheet stemming from impacts to key operating levers Accreditation / Experience Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required 3-7 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity Experience in building integrated financial models and have strong Excel/PowerPoint skills Inclusive Diversity: A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way. Equal Opportunity Employer: It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here. Unsolicited Resumes from Third-Party Recruiters: As per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Seniority level Mid-Senior level Employment type Full-time Job function Finance Sales Industries Business Consulting and Services Referrals increase your chances of interviewing at Alvarez & Marsal by 2x Charlotte, NC Compensation varies by location and experience. For example: $200,000.00-$350,000.00, $225,000.00-$275,000.00, etc. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Alvarez & Marsal