PEPI: Senior Associate, CFO Services Digital Finance; US Locations

Overview

A&M’s Private Equity Performance Improvement (PEPI) practice works with private equity‑held portfolio companies to preserve and generate value. The goal is to improve transparency to key drivers, support increasing cash and EBITDA, and provide hands‑on involvement in operations. The role supports PE firms in ensuring portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

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

• Digital Finance transformation expertise and proven implementation experience
• Experience assessing finance and accounting functions and implementing digital technologies to improve efficiency and transparency
• Finance & accounting process improvement expertise and process automation
• Knowledge of digital finance tools and vendors
• Experience implementing digital tools for finance in large public corporations or mid‑size PE‑owned portfolio companies
• Expertise building predictive forecasting models

• Connect with client to facilitate information gathering
• Guide and facilitate client interviews and ensure all relevant data are considered
• Define analyses needed to test assumptions, ensuring complete, accurate and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Understand and develop a framework given project parameters
• Develop actionable conclusions from analyses
• Project management and implementation, including leading components of projects with multiple service lines
• Proactively manage client expectations and minimize risks and negative impacts
• Design cash‑generating initiatives, EBITDA improvements, and optimal organizational structure to drive client value
• Engage and work collaboratively with senior management, obtaining buy‑in from senior management and board members on actionable plans

• Develop information requests based on project scope
• Lead client interviews and ask targeted questions to gather meaningful data
• Identify information gaps through trend analysis and pattern recognition
• Investigate beyond first logical answers and challenge preconceived beliefs with fact‑based analytics
• Deep‑dive into relevant data to improve management reporting and develop reliable, transparent forecasting
• Create storyline messages using supporting facts and analyses, ensuring consistent data and branding standards

• Review and provide inputs to all work products, ensuring logical and accurate delivery
• Set reasonable timelines and align expectations with the client
• Develop financial models (three‑statement forecast, liquidity forecast) and client presentations independently and accurately
• Develop bespoke solutions with creative approaches during unprecedented times

• Promote a team environment that encourages diverse ideas and opinions
• Share knowledge, experience, and provide coaching to teammates

• Build various financial models and provide insightful analyses
• Understand the impacts to profit and balance sheet stemming from key operating levers

• Graduate of an accredited 4‑year college/university with concentration in accounting, finance, or economics (preferred but not required)
• Experience in at least two of the following areas: 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
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• CPA, CFA, MBA, or Master’s degree preferred but not required

The salary range is $100,000 – $160,000 annually, dependent on education, experience, skills, and geography. A&M offers a discretionary bonus program based on individual and firm performance. Regular employees working 30 or more hours per week are entitled to health care plans, flexible spending and savings accounts, life insurance, AD&D, disability coverage, and a 401(k) retirement plan with discretionary contributions. Employees receive paid time off including vacation, personal days, 72 hours of sick time, ten federal holidays, one floating holiday, and parental leave.

The amount of vacation and personal days varies based on tenure and role type.

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 any role that they are qualified for and that is of interest to them.