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

Alvarez & Marsal; Chicago (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

Alvarez & Marsal is seeking a PEPI CFO Services - Senior Associate to support private equity portfolio companies. You will collect data, build forecasts, and develop strategic analytics to improve cash flow and EBITDA.

You will lead interviews, create financial models, and present findings with clear storytelling. Collaboration across teams and rigorous data validation are essential in this role.

Qualifications

• Graduate of accredited 4-year college with concentration in accounting, finance, or economics.

Responsibilities

• Develop information requests based on project scope.
• Lead client interviews and gather meaningful data.
• Develop financial models and forecasting; present findings clearly.
• Review work products and ensure client deliverables are accurate.
• Coach teammates and promote a collaborative environment.
• Build financial models and analyze impacts on profit and balance sheet.

Skills

Excel

PowerPoint

Financial modeling

Education

Accounting

Finance

Economics

Job description

Overview

A&M CFO Services 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

PEPI - CFO Services - Senior Associate

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

• 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 flow 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

Accreditation /Experience

• Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• 3-7 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