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

Alvarez & Marsal Deutschland GmbH; Kansas City (MO); Remote; USD 100,000 - 160,000; Full time

Job summary

An established industry player seeks a dynamic Senior Associate for CFO Services, offering a unique opportunity to work with private equity portfolio companies. This role focuses on enhancing business performance through strategic analytics, financial modeling, and effective project management. You will engage in hands-on involvement, driving improvements in cash flow and EBITDA while collaborating with diverse teams. Join a culture that values integrity, quality, and inclusive diversity, where your contributions will significantly impact clients and the industry. If you are a proactive thinker with a passion for finance, this is the perfect opportunity to elevate your career.

Benefits

Healthcare plans

401(k) retirement plan

Paid time off

Flexible spending accounts

Discretionary bonus program

Qualifications

• 3-7 years of experience in Accounting, Finance, or related fields.
• Strong Excel and PowerPoint skills are essential.

Responsibilities

• Develop financial models and client presentations independently.
• Lead client interviews and gather meaningful data.

Skills

Data Analysis

Financial Modeling

Project Management

Team Collaboration

Excel

PowerPoint

Education

Bachelor's degree in Accounting, Finance, or Economics

Tools

Excel

PowerPoint

Job description

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

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

• 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

Minimum Requirements:

• 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

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.

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.

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.

Diversity & Inclusion

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.