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

Alvarez & Marsal Deutschland GmbH; Philadelphia (Philadelphia County); On-site; USD 80,000 - 130,000; Full time

Job summary

An established industry player is seeking a Senior Associate for their CFO Services team, focusing on Digital Finance. This role involves enhancing financial transparency and driving performance improvements for private equity portfolio companies. You'll leverage your expertise in digital finance transformation, project management, and data analysis to create actionable strategies that lead to increased cash flow and EBITDA. Join a collaborative environment where your innovative solutions can make a significant impact on clients' operations and financial outcomes. If you have a passion for finance and a desire to drive change, this position offers a thrilling opportunity to shape the future of financial services.

Qualifications

• 3-7 years of experience in Accounting, Finance, or Private Equity is preferred.
• Proficiency in financial models and data analytics is essential.

Responsibilities

• Lead components of projects and manage client expectations effectively.
• Develop financial models and actionable plans to drive client value.

Skills

Digital Finance Transformation Expertise

Finance & Accounting Process Improvement

Predictive Forecasting Models

Data Analysis

Project Management

Education

Bachelor's Degree in Accounting, Finance, or Economics

Master's Degree or MBA

Tools

RPA

Finance Analytics

Data Visualization Tools

Job description

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

Location: Philadelphia, PA, United States
Date Posted: Apr 4, 2025

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

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
• 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