Description
PEPI - CFO Services - Senior Associate
OVERVIEW:
AandM CFO Services work with private equity held portfolio companies and provide 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.
CFO Services Provides the following pillar of services:
Liquidity and Working Capital Optimization Strategic Analytics and Planning Performance Measurement and Management Business Transformation Auxiliary Services: Accounting RemediationPROFESSIONAL EXPECTATIONS:
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 presentationProject 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 timesTeamwork
Promote a team environment where diverse ideas and opinions are encouraged Share knowledge and experience, provide coaching to teammatesFinancial 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 leversACCREDITATION /EXPERIENCE:
Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not 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 #LI-LS1The salary range is $100,000 - $160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, AandM offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez and Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, ADandD, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez and Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding AandM's benefits programs.
Alvarez and Marsal recruits on an ongoing basis. Candidates are considered asthey apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Equal Opportunity Employer