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Alvarez & Marsal · 1 day ago

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

United States

Full-time

Remote

Mid, Senior Level

3+ years exp

Alvarez & Marsal is a leading professional services firm that provides solutions to private equity held portfolio companies through their CFO Services. The Senior Associate role involves optimizing liquidity, conducting strategic analytics, and managing performance to enhance business value and financial outcomes for clients.

ConsultingProfessional Services

Growth Opportunities

Responsibilities

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

Financial ModelingData AnalysisProject ManagementExcelPowerPointFinancial AcumenTeamworkCommunication

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

Preferred

Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required