Associate, CFO Services

Overview

This role is an Associate position within CFO Services for Finance, Treasury, and Liquidity Management, supporting Private Equity Performance Improvement services.

The employer serves middle market and large cap private equity firms and helps improve operating results at their portfolio companies. Work focuses on transforming finance and accounting functions and delivering sustainable improvements across people, processes, and technology.

Open to all U.S. locations. Full-time and part-time positions over 30 hours.

Responsibilities

• Work with team members on time-sensitive projects by structuring a work plan and managing the process through to completion
• Develop findings and make strategic recommendations
• Provide strong financial modeling support, including development of 13-week cash flows (preferred)
• Support treasury and cash management initiatives (treasury/cash management experience is a strong plus)
• Contribute to solutions that enhance operational efficiency, optimize cash flow and EBITDA, and create long-term value
• Partner with clients to drive transparency into key business drivers and strengthen financial performance
• Support systems implementation efforts (systems implementation experience is a plus)

Requirements

• Solid understanding of finance and accounting, with a preference for CPA’s
• Bachelor’s Degree in Business Administration, Accounting, Finance, or related field
• 3-5+ years of previous related accounting/finance roles, performance improvement operations consulting, accounting diligence, or restructuring experience
• Strong written, oral, and analytical skills
• Strong Excel and PowerPoint skills
• Structured project management (time, team, and work-stream management)
• Ability to deliver time-pressured projects on-time and on-quality
• Initiative and drive; critical thinking skills
• Flexible and creative thinking
• Client relationship building
• Flexibility to travel up to 80% of the time

Preferred Qualifications

• MBA or other advanced degree or certification preferred (e.g., CPA, CFA, etc.)
• Experience with Tableau and/or think-cell
• Treasury/cash management experience
• Systems implementation experience

Compensation & Benefits

• Salary range: $100,000--$130,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on individual and firm performance (details available from the recruiter)

For regular employees working 30 or more hours per week (eligibility requirements apply):

• Healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages
• 401(k)-retirement plan, including a discretionary employer contribution to the 401(k)
• 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
• Vacation and personal days vary based on tenure and role type

Location

Open to all U.S. locations.

Additional Information

• Alvarez & Marsal recruits on an ongoing basis; candidates are considered as they apply until the opportunity is filled.
• The employer does not require or administer lie detector tests as a condition of employment or continued employment.
• Equal opportunity employer.
• Unsolicited resumes from third-party recruiters are not accepted unless engaged for a specified opening; unsolicited submissions are understood to allow the employer to hire at its discretion without any fee owed to the submitting recruiter.