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Alvarez & Marsal · 1 day ago

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

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Alvarez & Marsal is a leading global professional services firm, and they are seeking an Associate for their CFO Services team. The role involves providing solutions to private equity held portfolio companies, focusing on improving financial performance and operational involvement.

ConsultingProfessional Services

Growth Opportunities

Responsibilities

Identify, request, and process relevant data and information to complete fact-based analyses

Validate all data used in calculations, reconcile models and reports individually and in aggregate

Think critically, apply rules to independently produce accurate and reliable analyses

Compile findings into cogent and digestible spreadsheet templates and presentation slides

Execute operational tasks independently (e.g., development of tools / templates for client use, tasks requested by client, slide deck development, etc.)

Quality check one’s own work product to ensure that it addresses the subject question, flows logically, and is free from error

Set up tools and to utilize client software / apps to access client data

Collaboratively work with other team members, offer knowledge sharing opportunities

View all interactions as a learning opportunity

Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts

Qualification

Financial modelingExcelPowerPointFinancial statementsData analysisProject managementTeamwork

Required

Identify, request, and process relevant data and information to complete fact-based analyses

Validate all data used in calculations, reconcile models and reports individually and in aggregate

Think critically, apply rules to independently produce accurate and reliable analyses

Compile findings into cogent and digestible spreadsheet templates and presentation slides

Execute operational tasks independently (e.g., development of tools / templates for client use, tasks requested by client, slide deck development, etc.)

Quality check one's own work product to ensure that it addresses the subject question, flows logically, and is free from error

Set up tools and to utilize client software / apps to access client data

Collaboratively work with other team members, offer knowledge sharing opportunities

View all interactions as a learning opportunity

Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts

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

2-4 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