Apply on Employer Site

Alvarez & Marsal · 12 hours ago

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

United States

Full-time

Remote

Mid, Senior Level

$100K/yr - $160K/yr

3+ years exp

Alvarez & Marsal is a leading firm in private equity performance improvement services, and they are seeking a Senior Associate for their CFO Services in Digital Finance. The role involves providing solutions to enhance business performance, implementing digital finance technologies, and managing projects to support private equity portfolio companies.

ConsultingProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

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 identify business drivers and issues

Understand and develop framework given project parameters

Develop actionable conclusions from analyses

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

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

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

Promote a team environment where diverse ideas and opinions are encouraged

Share knowledge and experience, provide coaching to teammates

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

Qualification

Digital Finance TransformationFinance Process ImprovementPredictive Forecasting ModelsRPAFinance AnalyticsData VisualizationFinancial AcumenProject ManagementTeamworkPresentation Skills

Required