Financial Reporting Advisory Associate - IPO Readiness

Alvarez & Marsal; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

Alvarez & Marsal is seeking an Associate for its PEPI CFO Services team in the United States. The role focuses on financial reporting advisory for private equity portfolio companies and involves ensuring compliance with US GAAP, preparing pre- and post-deal financial reporting, and contributing to IPO readiness activities.

The position requires a bachelor’s degree in accounting or related field, with CPA consideration.

Qualifications

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

Responsibilities

• Support data collection, validation, and analysis for client engagements.
• Assist in client interviews and gather perspectives from stakeholders.
• Identify knowledge gaps and help validate or improve assumptions.
• Forecast liquidity needs and assess financial/process inefficiencies.
• Manage project timelines, communicate expectations, and drive implementation.
• Build and review financial models and provide insights to senior management.

Skills

US GAAP knowledge

Financial modeling

Liquidity forecasting

Project management

Education

Bachelor's degree (B.A./B.S.)

Accounting major

Job description

Alvarez & Marsal is seeking an Associate for its PEPI CFO Services team in the United States. The role focuses on financial reporting advisory for private equity portfolio companies and involves ensuring compliance with US GAAP, preparing pre- and post-deal financial reporting, and contributing to IPO readiness activities.

The position requires a bachelor’s degree in accounting or related field, with CPA consideration.