Description

Title: Associates, CFO Services

Employer: Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Location: New York, NY

Salary: $130, 000

Job Description:

Work as part of the CFO Services team within Alvarez & Marsal's Private Equity Performance Improvement (PEPI) practice, supporting private equity clients and their portfolio companies in improving financial transparency, optimizing liquidity, and driving EBITDA and cash flow improvements. Contribute to finance transformation efforts through hands-on analysis, modeling,

and implementation support across key workstreams. Partner with clients to assess current-state finance functions and support improvements across liquidity forecasting, cash management, and performance measurement. Collect, validate, and analyze operational and financial data to produce fact-based insights. Develop tools and templates to streamline reporting, improve visibility, and inform executive decisions. Independently build integrated financial models, including three-statement models, 13-week cash flow forecasts, and scenario analyses to evaluate performance and support strategic planning. Conduct detailed variance and trend analysis to identify business drivers, validate underlying assumptions, and highlight areas of risk and opportunity. Create client-ready deliverables including executive dashboards, operating KPIs, and management presentations with clear, fact-supported narratives. Manage day-to-day execution of workstreams, ensuring deliverables are accurate, timely, and logically structured. Align expectations with senior stakeholders and provide input on project planning and implementation. Apply judgment and financial acumen to interpret accounting and operational data, linking cause-effect relationships between P& L, balance sheet, and cash flow impacts. Collaborate with team members in a fast-paced environment, promote knowledge-sharing, and provide support to less experienced colleagues. Requires domestic travel up to approx. 80% of the time.

Minimum Requirements:

Master's degree in Business Administration or Finance and min 2 years of experience as Financial Analyst or related. Must have experience working with the following: Building fully integrated 3-statement financial models incl driver-based income statement, balance sheet & cash flow forecasts, with dynamic sensitivity toggles and scenario analysis logic; Designing and maintaining 13-wk cash flow models for liquidity planning, incorporating cash inflows/outflows, borrowing base, revolver calculations, and variance tracking; detailed financial and operational data analysis using INDEX-MATCH, nested IFs, array formulas, Power Query, and pivot tables; Developing dynamic dashboards and automated management reporting tools using Power BI and Tableau, including custom DAX measures and SQL queries; Leveraging ERP and EPM for financial data extraction, trial balance analysis, and mapping financials to management reporting hierarchies; Conducting working capital optimization; Designing Excel-based bridge models for revenue and EBITDA walk-throughs incl PVM, FX impact, and cost driver attribution.

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