CFO Services Associate — Financial Modeling for PE Portfolios

Alvarez & Marsal; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Alvarez & Marsal in Dallas provides CFO services to PE-backed portfolio companies, aiming to improve cash flow, EBITDA, and operating performance. The role focuses on data collection, validation, and analytical support to deliver fact-based insights and credible plans for execution.

The position emphasizes financial modeling, Excel/PowerPoint skills, and collaboration within cross-functional teams to drive client outcomes in a fast-paced environment.

Qualifications

• Bachelor's degree in accounting/finance preferred.
• 2–4 years of experience in Accounting/Finance, Financial Due Diligence, or related fields.
• Experience building integrated financial models and strong Excel/PowerPoint skills.

Responsibilities

• Identify, request, and process relevant data for fact-based analyses.
• Validate data, reconcile models and reports, and ensure accuracy.
• Develop tools and templates; prepare client-ready slides and templates.
• Collaborate with team members; contribute to project planning and execution.
• Demonstrate financial acumen with understanding of cash management and trial balance relationships.

Skills

Data collection & validation

Financial modeling

Excel

PowerPoint

Critical thinking

Team collaboration

Education

Bachelor's degree in accounting/finance/economics

Tools

Excel

PowerPoint

Financial modeling tools

Job description

Alvarez & Marsal in Dallas provides CFO services to PE-backed portfolio companies, aiming to improve cash flow, EBITDA, and operating performance. The role focuses on data collection, validation, and analytical support to deliver fact-based insights and credible plans for execution.

The position emphasizes financial modeling, Excel/PowerPoint skills, and collaboration within cross-functional teams to drive client outcomes in a fast-paced environment.