PEPI: Senior Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) - 202100790-OTHLOC-Cj1bYfwd

Alvarez and Marsal Private Equity Performance Improvement

Senior Associate, CFO Services - (Digital Finance)

OVERVIEW:

AandM's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides 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.

Our PEPI CFO Services practice includes the following pillar of services:

Liquidity and Working Capital Optimization

Strategic Analytics and Planning

Performance Measurement and Management

Business Transformation

Auxiliary Services: Accounting Remediation

PEPI CFO Services Senior Associate, Digital Finance:

PROFESSIONAL EXPECTATIONS

Digital Finance Transformation Expertise and proven implementation experience

Experience in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency.

Finance and Accounting Process improvement expertise and process automation

Knowledge of Digital Finance tools and vendors

Expertise implementing Digital tools for Finance in large public corporations or mid-size PE owned Portfolio Companies.

Expertise in building Predictive Forecasting Models

Hypothesis / Scope Development

Connect with client to facilitate information gathering

Guide and facilitate client interviews and ensure all relevant data are considered and pursued

Define type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely execution

Apply industry and functional knowledge identify business drivers and issues

Understand and develop framework given project parameters

Develop actionable conclusions from analyses

Project Management and Implementation

Ability to lead components of projects with multiple service lines and ability to lead smaller projects independently

Proactively manage client's expectations and minimize risks and negative impacts on project

Develop straightforward actionable plans and lead individual workstreams independently

Design cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client's value

Anticipate risks and obstacles early on, create contingency plans and communicating timely with client

Engage and work collaboratively with senior management; ability to obtain buy-in from senior management / board members on actionable plans

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, pro ide 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

QUALIFICATIONS:

Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, 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 related to: 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

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Equal Opportunity Employer