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

Alvarez & Marsal Private Equity Performance Improvement Senior Associate, CFO Services - (Digital Finance) Overview A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides 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. Our PEPI CFO Services practice includes the following pillar of services Liquidity & Working Capital Optimization Strategic Analytics & Planning Performance Measurement & Management Business Transformation Auxiliary Services: Accounting Remediation Professional Expectations Digital Finance Transformation Expertise and proven implementation experience Experience in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency. Finance & Accounting Process improvement expertise & process automation Knowledge of Digital Finance tools and vendors Expertise implementing Digital tools for Finance in large public corporations or mid-size PE owned Portfolio Companies. Expertise in building Predictive Forecasting Models Hypothesis / Scope Development Connect with client to facilitate information gathering Guide and facilitate client interviews and ensure all relevant data are considered and pursued Define type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely execution Apply industry and functional knowledge to identify business drivers and issues Understand and develop framework given project parameters Develop actionable conclusions from analyses Project Management and Implementation Ability to lead components of projects with multiple service lines and ability to lead smaller projects independently Proactively manage client's expectations and minimize risks and negative impacts on project Develop straightforward actionable plans and lead individual workstreams independently Design cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client's value Anticipate risks and obstacles early on, create contingency plans and communicating timely with client Engage and work collaboratively with senior management; ability to obtain buy‑in from senior management / board members on actionable plans 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 flows 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 Qualifications Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required Experience in at least two of the following areas: RPA, Predictive Forecasting, Finance Analytics, NLG, data visualization. 3-7 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity Complete proficiency in understanding financial models, data analytics, and presentation skills CPA, CFA, MBA, or Master's Degree Preferred but not Required Salary range: $100,000 - $160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. A&M offers a discretionary bonus program based on individual and firm performance. Employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings' fringe benefits including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages. A 401(k) retirement plan is available with discretionary contribution from A&M. Employees are also eligible for paid time off including vacation, personal days, 72 hours of sick time, ten federal holidays, one floating holiday, and parental leave. Benefits vary based on tenure and role type. #J-18808-Ljbffr CFA Institute