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

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

OVERVIEW

A&M 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 & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services: Accounting Remediation

Professional Expectations

Data Collection, Validation and Analysis

• 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

Project Management and Implementation

• 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

Teamwork

• Collaboratively work with other team members, offer knowledge sharing opportunities
• View all interactions as a learning opportunity

Financial Acumen

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

Accreditation / Experience

• 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