Alvarez & Marsal
PEPI: Senior Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATION
Alvarez & Marsal, Tampa, Florida, us, 33646
Overview
Alvarez & Marsal Private Equity Performance Improvement (PEPI) offers CFO Services - Digital Finance. PEPI works with private equity–held portfolio companies to preserve and generate value by improving transparency to key drivers and business performance, supporting increasing cash and EBITDA, and ensuring credible plans and execution to deliver financial outcomes. Responsibilities
Hypothesis / Scope Development: connect with client to gather information, guide client interviews, define analyses needed, apply industry knowledge to identify business drivers, develop applicable frameworks, and produce actionable conclusions. Lead project components across service lines and manage smaller projects independently. Proactively manage client expectations and risks; develop straightforward, actionable plans and lead workstreams. Design cash-generating initiatives, EBITDA improvements, and optimal organizational structures; communicate risks and contingency plans to the client; engage with senior management and obtain buy-in on actionable plans. Professional Expectations: data collection, validation and analysis; develop information requests, lead client interviews, identify information gaps, perform fact-based analytics, deep dive into relevant data, improve management reporting, and develop forecasting. Craft storyline messages with supporting facts and ensure consistency in data and branding across presentations. Project Management and Implementation: review work products, set realistic timelines with the client, develop financial models (three-statement forecasts, liquidity forecasting) and client presentations; develop bespoke solutions during unprecedented times. Teamwork: promote a collaborative environment, share knowledge, and provide coaching to teammates. Financial Acumen: build financial models and provide insights; understand impacts on profit and balance sheet from key operating levers. Qualifications
Graduate of an accredited 4-year college/university with concentration in accounting, finance, economics preferred but not required. Experience in at least two of the following: RPA, Predictive Forecasting, Finance Analytics, NLG, data visualization. 3–7 years of experience in Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity. Proficiency in understanding financial models, data analytics, and presentation skills. CPA, CFA, MBA, or Master’s Degree preferred but not required. PEPI CFO Services – Digital Finance
Salary range: $100,000 – $160,000 annually, dependent on education, experience, skills, and geography. A discretionary bonus program is offered based on individual and firm performance. Benefits include healthcare, flexible spending accounts, life and disability coverage, 401(k) with potential discretionary employer contributions, paid time off (vacation, personal days, sick time, federal holidays, floating holiday, parental leave), with vacation and personal days varying by tenure and role. Please consult the recruiter for details. Note: This posting reflects active opportunities at Alvarez & Marsal; roles are posted and filled as openings occur. This description may include standard benefits information that may vary by location and employee tenure. Compliance and Diversity
Inclusive Diversity: A&M celebrates independent thinkers and does business guided by Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity. We foster inclusion and encourage everyone to bring their whole self to work. It is the A&M way. Equal Opportunity Employer: A&M provides equal opportunity in employment and compensation without discrimination based on race, color, creed, religion, national origin, ancestry, citizenship status, sex/gender, gender identity or expression, sexual orientation, marital status, military service/veteran status, disability, or other protected status as defined by law. For policy statements and regional information, refer to the region-specific resources. Unsolicited Resumes: We do not accept unsolicited resumes from third-party recruiters unless engaged for a specified opening. Employment agencies submitting resumes do so with the understanding that A&M may hire without a fee owed to the submitting agency. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Business Consulting and Services
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Alvarez & Marsal Private Equity Performance Improvement (PEPI) offers CFO Services - Digital Finance. PEPI works with private equity–held portfolio companies to preserve and generate value by improving transparency to key drivers and business performance, supporting increasing cash and EBITDA, and ensuring credible plans and execution to deliver financial outcomes. Responsibilities
Hypothesis / Scope Development: connect with client to gather information, guide client interviews, define analyses needed, apply industry knowledge to identify business drivers, develop applicable frameworks, and produce actionable conclusions. Lead project components across service lines and manage smaller projects independently. Proactively manage client expectations and risks; develop straightforward, actionable plans and lead workstreams. Design cash-generating initiatives, EBITDA improvements, and optimal organizational structures; communicate risks and contingency plans to the client; engage with senior management and obtain buy-in on actionable plans. Professional Expectations: data collection, validation and analysis; develop information requests, lead client interviews, identify information gaps, perform fact-based analytics, deep dive into relevant data, improve management reporting, and develop forecasting. Craft storyline messages with supporting facts and ensure consistency in data and branding across presentations. Project Management and Implementation: review work products, set realistic timelines with the client, develop financial models (three-statement forecasts, liquidity forecasting) and client presentations; develop bespoke solutions during unprecedented times. Teamwork: promote a collaborative environment, share knowledge, and provide coaching to teammates. Financial Acumen: build financial models and provide insights; understand impacts on profit and balance sheet from key operating levers. Qualifications
Graduate of an accredited 4-year college/university with concentration in accounting, finance, economics preferred but not required. Experience in at least two of the following: RPA, Predictive Forecasting, Finance Analytics, NLG, data visualization. 3–7 years of experience in Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity. Proficiency in understanding financial models, data analytics, and presentation skills. CPA, CFA, MBA, or Master’s Degree preferred but not required. PEPI CFO Services – Digital Finance
Salary range: $100,000 – $160,000 annually, dependent on education, experience, skills, and geography. A discretionary bonus program is offered based on individual and firm performance. Benefits include healthcare, flexible spending accounts, life and disability coverage, 401(k) with potential discretionary employer contributions, paid time off (vacation, personal days, sick time, federal holidays, floating holiday, parental leave), with vacation and personal days varying by tenure and role. Please consult the recruiter for details. Note: This posting reflects active opportunities at Alvarez & Marsal; roles are posted and filled as openings occur. This description may include standard benefits information that may vary by location and employee tenure. Compliance and Diversity
Inclusive Diversity: A&M celebrates independent thinkers and does business guided by Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity. We foster inclusion and encourage everyone to bring their whole self to work. It is the A&M way. Equal Opportunity Employer: A&M provides equal opportunity in employment and compensation without discrimination based on race, color, creed, religion, national origin, ancestry, citizenship status, sex/gender, gender identity or expression, sexual orientation, marital status, military service/veteran status, disability, or other protected status as defined by law. For policy statements and regional information, refer to the region-specific resources. Unsolicited Resumes: We do not accept unsolicited resumes from third-party recruiters unless engaged for a specified opening. Employment agencies submitting resumes do so with the understanding that A&M may hire without a fee owed to the submitting agency. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Business Consulting and Services
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