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Alvarez & Marsal · 2 weeks ago

PEPI: Senior Associate, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)

Miami, FL

Full-time

Onsite

Senior Level

$100K/yr - $150K/yr

Alvarez & Marsal is a firm that provides solutions to private equity held portfolio companies to enhance value through improved financial reporting and advisory services. The Senior Associate in CFO Services will focus on financial reporting advisory, ensuring adherence to accounting standards and guiding clients through complex financial processes.

ConsultingProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Maintain up-to date knowledge of US GAAP with a technical understanding of accounting changes (e.g. revenue recognition and lease transactions) and provide clients with recommendations and conclusions on the application of complex accounting guidance

Prepare and review pre- and post-deal financial reporting (e.g., opening / closing balance sheets) to meet contractual/regulatory requirements without interruptions to the standard business process

Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory or interim management roles

Assist leadership in guiding clients through the IPO readiness journey by drafting SEC reporting and providing audit support

Participate in working capital disputes to favorable outcomes by managing the process through settlement or arbitration

Help team members in information gathering approach and ensure all relevant sources of information are pursued

Participate in client interviews, ask inquisitive questions and understand different stakeholders’ perspective

Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions

Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization’s design, roles and team

Ensure issues and opportunities are clearly and concisely presented

Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation

Ensure that project approach, timeline and deliverables are logical, reasonable and accurate

Set and communicate client’s expectation consistently

Employ actionable plans (e.g. create initiatives to optimize working capital, instill a liquidity focused culture, improve transparency in processes and organizations)

Identify risks and obstacles early on, create contingency plans and communicating timely with client

Ability to identify where the pillars of services CFO Services provides are not functioning

Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments

Ability to provide valuable insight and improvement initiatives to senior management and board members

Qualification

US GAAP knowledgeFinancial reportingCPA certificationFinancial modelingProject managementData analysisClient communicationTeam collaboration

Required

Minimum B.A / B.S. degree or equivalent from an accredited university by the time employment commences

Accounting major

Meeting education requirement for CPA certification in the state where you are applying for

Benefits

Discretionary bonus program

Company

Alvarez & Marsal

Glassdoor4.1

Alvarez & Marsal provides advisory services related to turnaround management and performance improvement.

Founded in 2003

New York, New York, USA

10001+ employees

http://www.alvarezandmarsal.com/

H1B Sponsorship

Alvarez & Marsal has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)

2023 (3)

2022 (2)