PEPI: Senior Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

Alvarez & Marsal; Dallas (TX); On-site; USD 100,000 - 160,000; Full time

Job summary

A leading consulting firm is seeking a Senior Associate in CFO Services focusing on Digital Finance. This role involves enhancing financial transparency and optimizing business processes through innovative solutions. Candidates should have expertise in digital finance transformation, financial models, and strategic analytics. The position is open to all US locations and offers competitive compensation along with comprehensive benefits.

Benefits

Healthcare plans

401(k) retirement plan with employer contribution

Paid time off including vacation and sick days

Discretionary bonus program

Qualifications

• 3–7 years of experience in Accounting/Finance or related fields is preferred.
• Experience with Predictive Forecasting and Finance Analytics is crucial.
• Proficiency in financial models and data analytics is essential.

Responsibilities

• Develop financial models and conduct analyses to provide insights.
• Lead projects and manage client relationships effectively.
• Facilitate data collection and validation to support analysis.

Skills

Digital Finance Transformation Expertise

Finance & Accounting Process Improvement

Predictive Forecasting Models

Education

Graduate of accredited 4-year college/university

CPA, CFA, MBA, or Master’s Degree

Tools

RPA

Finance Analytics

Data Visualization

Job description

PEPI: Senior Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

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PEPI: Senior Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

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Description

Alvarez & Marsal Private Equity Performance Improvement

Senior Associate, CFO Services - (Digital Finance)

OVERVIEW:

A&M’s Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides 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.

Description

Alvarez & Marsal Private Equity Performance Improvement

Senior Associate, CFO Services - (Digital Finance)

OVERVIEW:

A&M’s Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides 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.

Our PEPI CFO Services practice includes the following pillar of services:

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

PEPI CFO Services Senior Associate, Digital Finance:

PROFESSIONAL EXPECTATIONS

• Digital Finance Transformation Expertise and proven implementation experience
• Experience in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency.
• Finance & Accounting Process improvement expertise & process automation
• Knowledge of Digital Finance tools and vendors
• Expertise implementing Digital tools for Finance in large public corporations or mid-size PE owned Portfolio Companies.
• Expertise in building Predictive Forecasting Models
  
  
  

Hypothesis / Scope Development

• Connect with client to facilitate information gathering
• Guide and facilitate client interviews and ensure all relevant data are considered and pursued
• Define type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely execution
• Apply industry and functional knowledge identify business drivers and issues
• Understand and develop framework given project parameters
• Develop actionable conclusions from analyses
• Project Management and Implementation
• Ability to lead components of projects with multiple service lines and ability to lead smaller projects independently
• Proactively manage client’s expectations and minimize risks and negative impacts on project
• Develop straightforward actionable plans and lead individual workstreams independently
• Design cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client’s value
• Anticipate risks and obstacles early on, create contingency plans and communicating timely with client
• Engage and work collaboratively with senior management; ability to obtain buy-in from senior management / board members on actionable plans
  
  
  

Professional 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 presentation
  
  
  

Project 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 times
  
  
  

Teamwork

• Promote a team environment where diverse ideas and opinions are encouraged
• Share knowledge and experience, provide coaching to teammates
  
  
  

Financial 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 levers
  
  
  

QUALIFICATIONS:

• Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• Experience in at least two of the following areas: RPA, Predictive Forecasting, Finance Analytics, NLG, data visualization.
• 3-7 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• CPA, CFA, MBA, or Master’s Degree Preferred but not Required
  
  
  

The salary range is $100,000 - $160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M 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 & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, 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 & 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 A&M’s benefits programs.

Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they 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.

Inclusive Diversity

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Business Consulting and Services

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