Senior Associate, CFO Services: PE Value & Modeling

Alvarez & Marsal; Washington (District of Columbia); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Healthcare plans

401(k) plan

Paid time off

Job summary

Alvarez & Marsal is seeking a Senior Associate for its PEPI CFO Services, focusing on data collection, validation, and analysis to support private equity portfolio companies. The role emphasizes building financial models, forecasting, and presenting clear, data‑driven narratives to clients.

Ideal candidates have 3–7 years in finance/accounting, strong Excel/PowerPoint skills, and the ability to drive client deliverables with senior stakeholders.

Qualifications

• Graduate of an accredited 4‑year college/university with a concentration in accounting, finance, economics, or a related field.
• 3–7 years of experience in accounting/finance, financial due diligence, restructuring, investment banking, or private equity.
• Experience building integrated financial models with strong Excel and PowerPoint skills.

Responsibilities

• Develop information requests based on project scope.
• Lead client interviews and gather data.
• Identify information gaps through trend analysis and pattern recognition.
• Investigate beyond initial answers with fact‑based analytics.
• Deep dive into data, improve management reporting, and develop forecasting.
• Build storyline messages with supporting analyses and consistent branding.

Education

Bachelor's degree in accounting/finance/economics

3-7 years of relevant experience

Tools

Excel

PowerPoint

Job description

Alvarez & Marsal is seeking a Senior Associate for its PEPI CFO Services, focusing on data collection, validation, and analysis to support private equity portfolio companies. The role emphasizes building financial models, forecasting, and presenting clear, data‑driven narratives to clients.

Ideal candidates have 3–7 years in finance/accounting, strong Excel/PowerPoint skills, and the ability to drive client deliverables with senior stakeholders.