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

Overview

This role supports private equity portfolio companies through the organization’s Private Equity Performance Improvement Services (PEPI) practice, helping preserve and generate value by improving transparency into key drivers and business performance. Responsibilities focus on increasing cash and EBITDA outcomes through hands-on involvement in client operations, including helping PE firms ensure portfolio companies have credible plans and the ability to execute.

Service pillars within this CFO Services practice include:

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services: Accounting Remediation

Responsibilities

Hypothesis / Scope Development

• Partner with clients to facilitate information gathering
• Guide and facilitate client interviews, ensuring relevant data are considered and pursued
• Define analyses needed to prove or disprove assumptions and ensure complete, accurate, and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Understand and develop frameworks based on project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects with multiple service lines, and lead smaller projects independently
• Proactively manage client expectations and minimize risks and negative impacts on the project
• Develop straightforward, actionable plans and lead individual workstreams independently
• Design cash-generating initiatives, EBITDA improvements, and optimal organizational structure to drive client value
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with the client
• Engage and work collaboratively with senior management; obtain buy-in from senior management/board members on actionable plans

Leadership

• Leverage industry expertise and prior professional services experience to guide the team and promote innovative, analytical thinking
• Manage client relationships during the project duration
• Take accountability for client and team identified issues
• Build complementary teams using individuals’ talents and capabilities

Financial Acumen

• Complete proficiency in financial modeling and financial statement analysis, including accounting treatments
• Identify and drive P&L and B/S accountability
• Use tools and resources to drive change management
• Interpret financial statements, understand how information is captured and used, and identify process streamlining opportunities
• Experience in the role of Controllership, Finance and Accounting Advisory Services

Requirements

• Graduate of an accredited 4-year college/university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• Experience in Digital Finance technologies, including RPA, Predictive Forecasting, Finance Analytics, NLG, data visualization
• 2–4 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
• Digital Finance transformation expertise with proven implementation experience
• Proven track record assessing Finance and Accounting functions and implementing digital technologies to improve efficiency and transparency in at least one of the following areas:
  • RPA
  • Finance Analytics
  • NLG
  • Predictive Forecasting models
• Finance & Accounting process improvement expertise and 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 building Predictive Forecasting Models

Preferred Qualifications

• CPA, CFA, MBA, or Master’s Degree preferred but not required

Compensation & Benefits

• Salary range: $90,000 - $130,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance (ask recruiter for details)
• Fringe benefits for regular employees working 30 or more hours per week, including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages at rates determined from time to time
  • 401(k) retirement plan, including discretionary contribution to their 401(k) (eligibility requirements apply)
• 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
  • Parental leave
• Vacation and personal days vary based on tenure and role type

Location

• Not specified

Hiring Process

• Alvarez & Marsal recruits on an ongoing basis and candidates are considered as they apply until the opportunity is filled.