Alvarez & Marsal
PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal, Charlotte, North Carolina, United States, 28245
PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
Join to apply for the
PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
role at
Alvarez & Marsal PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
Join to apply for the
PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
role at
Alvarez & Marsal OVERVIEW:
A&M 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. Description
PEPI - CFO Services – Senior Associate
OVERVIEW:
A&M 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 & Working Capital Optimization Strategic Analytics & Planning Performance Measurement & Management Business Transformation Auxiliary Services: Accounting Remediation
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
Inclusive Diversity
A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. 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 A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal’s 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 A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Business Consulting and Services Referrals increase your chances of interviewing at Alvarez & Marsal by 2x Get notified about new Chief Financial Officer jobs in
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Join to apply for the
PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
role at
Alvarez & Marsal PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
Join to apply for the
PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
role at
Alvarez & Marsal OVERVIEW:
A&M 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. Description
PEPI - CFO Services – Senior Associate
OVERVIEW:
A&M 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 & Working Capital Optimization Strategic Analytics & Planning Performance Measurement & Management Business Transformation Auxiliary Services: Accounting Remediation
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
Inclusive Diversity
A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. 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 A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal’s 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 A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Business Consulting and Services Referrals increase your chances of interviewing at Alvarez & Marsal by 2x Get notified about new Chief Financial Officer jobs in
Charlotte, NC . Chief Financial Officer (PE backed infrastructure services)
Director, CFO Services (OPEN TO ALL US LOCATIONS)
Charlotte, NC $150,000.00-$225,000.00 5 days ago PEPI: Senior Director, CFO Services - Digital Finance (OPEN TO ALL US LOCATIONS)
Charlotte, NC $175,000.00-$250,000.00 5 days ago Charlotte, NC $140,000.00-$190,000.00 1 week ago Senior Business Control Specialist – CFO COO & Governance
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Charlotte, NC $100,000.00-$160,000.00 5 days ago PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)
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CFO Regulatory Reporting Controller II (Global Financial Controls)
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Charlotte, NC $92,625.00-$182,000.00 2 weeks ago Director of Financial Planning & Analysis
Charlotte, NC $340,000.00-$380,000.00 2 weeks ago Director of Financial Planning and Analysis
Vice President - Credit Delivery - Commercial Corporate Finance
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr