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

Overview

This role is part of the organization’s Private Equity Performance Improvement Services (PEPI) offering, supporting private equity-held portfolio companies with solutions designed to preserve and generate value. The work focuses on improving transparency to key drivers of business performance, supporting increasing cash and EBITDA, and delivering financial outcomes through hands-on involvement.

Services within PEPI CFO Services include:

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

Responsibilities

As an Associate in CFO Services (Digital Finance), you will support client engagements that may include:

• Facilitating information gathering with clients
• Leading and supporting client interviews to ensure relevant data are collected
• Defining the analyses needed to prove or disprove project assumptions and ensuring accurate, complete, and timely execution
• Applying industry and functional knowledge to identify business drivers and issues
• Developing project frameworks based on project parameters
• Developing actionable conclusions from analyses
• Project management and implementation, including:
  • Leading components of projects with multiple service lines
  • Leading smaller projects independently
• Proactively managing client expectations and minimizing risks and negative impacts
• Developing straightforward actionable plans and independently leading workstreams
• Designing cash-generating initiatives, EBITDA improvements, and optimal organizational structure to drive client value
• Anticipating risks and obstacles early, creating contingency plans, and communicating timely with clients
• Collaborating with senior management and obtaining buy-in from senior management/board members on actionable plans

Leadership & Financial Acumen

• Leverage prior professional services experience to guide team efforts and promote innovative, analytical thinking
• Manage client relationships throughout the project lifecycle
• Take accountability for issues identified for both client and team
• Build complementary teams based on individuals’ talents and capabilities
• Demonstrate strong financial modeling skills and financial statements analysis, including accounting treatments
• Identify and drive P&L and B/S accountability
• Use tools and resources to support change management
• Interpret financial statements and understand how information is captured and used, including streamlining processes
• Experience in Controllership, Finance and Accounting Advisory Services

Requirements

• Graduate of an accredited 4-year college/university with an educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• Experience with Digital Finance technologies, including RPA, Predictive Forecasting, Finance Analytics, NLG, and data visualization
• 2–4 years of experience related to one or more of the following: 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 and 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, including 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 a number of factors, including individual and firm performance (ask recruiter for details)

Regular employees working 30 or more hours per week are entitled to participate in fringe benefits, including:

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages (rates determined from time to time)
• 401(k) retirement plan with a discretionary contribution (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 day amounts vary based on tenure and role type

Additional Information

• 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 roles they are qualified for and that are of interest.