Job Information
Alvarez & Marsal Private Equity Performance Improvement Group, LLC PEPI: Associate, CFO Services (OPEN TO ALL US LOCATIONS) - 202202449-OTHLOC-Cq2bYfwl in Dallas, Texas
Description OVERVIEW: AandM 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 and Working Capital Optimization * Strategic Analytics and Planning * Performance Measurement and Management * Business Transformation * Auxiliary Services: Accounting Remediation
PROFESSIONAL EXPECTATIONS: Data Collection, Validation and Analysis * Identify, request, and process relevant data and information to complete fact-based analyses * Validate all data used in calculations, reconcile models and reports individually and in aggregate * Think critically, apply rules to independently produce accurate and reliable analyses * Compile findings into cogent and digestible spreadsheet templates and presentation slides
Project Management and Implementation * Execute operational tasks independently (e.g., development of tools / templates for client use, tasks requested by client, slide deck development, etc.) * Quality check ones own work product to ensure that it addresses the subject question, flows logically, and is free from error * Set up tools and to utilize client software / apps to access client data
Teamwork * Collaboratively work with other team members, offer knowledge sharing opportunities * View all interactions as a learning opportunity
Financial Acumen * Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts
ACCREDITATION /EXPERIENCE: * Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required * 2-4 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
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Diversity and Inclusion AandMs entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging workguided by AandMs core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversityare the main reasons our people love working at AandM. 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 AandM way. Equal Opportunity Employer
It is Alvarez and Marsals 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. Employees and Applicants can find AandM policy statements and additional information by region here.