PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)

Professional Expectations

Data Collection, Validation and Analysis
Develop information requests based on the specific project scope
Lead client interviews and ask the right questions in order to gather meaningful data
Identify information gaps through trend analysis, pattern recognition
Investigate beyond the first logical answer and challenge preconceived beliefs with fact-based analytics
Deep dive into all relevant data, improve management reporting, and develop reliable and transparent forecasting
Develop storyline messages using supporting facts and analyses, ensure data and branding standards flows accurately and consistently throughout the presentation
Project Management and Implementation
Review and provide inputs to all work products, and ensure that all client deliverables are presented logically and accurately
Set reasonable timelines/expectations and align such with client
Develop financial models (three statement forecast, liquidity forecasting) and client presentations independently and accurately
Develop bespoke solutions with creative approaches during unprecedented times
Teamwork
Promote a team environment where diverse ideas and opinions are encouraged
Share knowledge and experience, provide coaching to teammates
Financial Acumen
Ability to build various financial models and provide insightful analyses
Ability to understand the impacts to profit and balance sheet stemming from impacts to key operating levers

Accreditation / Experience

Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
3-7 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

Pay

The salary range is $100,000 - $160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography.

Benefits

In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan.
Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal.
Employees are eligible for 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.
The amount of vacation and personal days available varies based on tenure and role type.

Culture & Values

At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity.

Equal Opportunity Employer

Alvarez & Marsal is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment without regard to 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.