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

Alvarez & Marsal; Washington (District of Columbia); On-site; USD 90,000 - 130,000; Full time

Job summary

Alvarez & Marsal is seeking a capable professional to support CFO services for private equity portfolios. You will collect and validate data, build financial models, and prepare concise analyses and client-ready slides.

The role emphasizes rigorous accuracy, templates development, and cross‑team collaboration to deliver meaningful cash and EBITDA improvements. The ideal candidate has 2–4 years in accounting/finance, strong Excel/PowerPoint skills, and a business mindset for operational

Qualifications

• Graduate degree preferred in accounting, finance or economics.
• Experience collecting and validating data for analyses.
• Strong Excel/PowerPoint skills and financial acumen.

Responsibilities

• Collect, validate and analyze data to support analyses.
• Develop templates and slides for client deliverables.
• Apply rigorous quality checks to ensure accuracy.
• Collaborate with team members and access client data tools.

Skills

Data collection

Validation

Analysis

Project management

Spreadsheet proficiency

Presentation skills

Teamwork

Financial acumen

Education

Accounting/Finance/Economics degree

Tools

Excel

PowerPoint

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