PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS) - 202400787-OTHLOC-CF2bYfwA
- Alvarez & Marsal Private Equity Performance Improvement Group, LLC
- Tampa, Florida
- Full Time
Between $100k and
$160k
Per Year
DOE (Depends on Experience)
Position range in Tampa-St. Petersburg-Clearwater, FL Metropolitan Statistical Area $59k - $117k Per Year
PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS) - 202400787-OTHLOC-CF2bYfwA
Alvarez & Marsal Private Equity Performance Improvement Group, LLC
Occupation: Business Operations Specialists, All Other
Location: Tampa, FL - 33601
Positions available: 1
Job #: 12489180
Source: Employ Florida
Posted: 6/4/2025
Updated: 6/4/2025
Expires: 7/4/2025
Web Site: Employ Florida
Onsite / Remote: Not Specified
Job Type: Regular, Full Time (30 Hours or More), Permanent Employment, Day Shift
Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window.
Job Requirements and Properties
Help for Job Requirements and Properties. Opens a new window.
Work Onsite
Full Time
Education
Bachelor's Degree
Experience
36 Month(s)
Schedule
Full Time
Job Type
Regular
Duration
Permanent Employment
Shift
Day Shift
Job Description Help for Job Description. Opens a new window.
Job Description
Help for Job Description. Opens a new window.
DESCRIPTION/RESPONSIBILITIES:
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
#LI-LS1
The salary range is $100,000 - $160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
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(s) that they are qualified for and that are of interest to them.
Equal Opportunity Employer
Help for Employer Information. Opens a new window.
$160k
Per Year
DOE (Depends on Experience)
Position range in Tampa-St. Petersburg-Clearwater, FL Metropolitan Statistical Area $59k - $117k Per Year
PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS) - 202400787-OTHLOC-CF2bYfwA
Alvarez & Marsal Private Equity Performance Improvement Group, LLC
Occupation: Business Operations Specialists, All Other
Location: Tampa, FL - 33601
Positions available: 1
Job #: 12489180
Source: Employ Florida
Posted: 6/4/2025
Updated: 6/4/2025
Expires: 7/4/2025
Web Site: Employ Florida
Onsite / Remote: Not Specified
Job Type: Regular, Full Time (30 Hours or More), Permanent Employment, Day Shift
Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window.
Job Requirements and Properties
Help for Job Requirements and Properties. Opens a new window.
Work Onsite
Full Time
Education
Bachelor's Degree
Experience
36 Month(s)
Schedule
Full Time
Job Type
Regular
Duration
Permanent Employment
Shift
Day Shift
Job Description Help for Job Description. Opens a new window.
Job Description
Help for Job Description. Opens a new window.
DESCRIPTION/RESPONSIBILITIES:
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
#LI-LS1
The salary range is $100,000 - $160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
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(s) that they are qualified for and that are of interest to them.
Equal Opportunity Employer
Help for Employer Information. Opens a new window.
Job ID: 480058467
Originally Posted on: 6/6/2025
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