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PEPI: Associate, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)

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Location: Tampa, FL, United States
Date Posted: Jul 8, 2024

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PEPI - CFO Services – Associate (Financial Reporting Advisory)


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 by providing accounting and financial reporting advice to clients on a wide range of transactions and events, including adherence to new or revised accounting standards and effective management of the financial reporting processes.

CFO Services Provides the following pillar of services:

  • Liquidity & Working Capital Optimization
  • Strategic Analytics & Planning
  • Performance Measurement & Management
  • Business Transformation
  • Financial Reporting Advisory

FOCUS AREAS – Financial Reporting Advisory:

  • Maintain up-to date knowledge of US GAAP with a technical understanding of accounting changes (e.g. revenue recognition and lease transactions) and provide clients with recommendations and conclusions on the application of complex accounting guidance
  • Prepare and review pre- and post-deal financial reporting (e.g., opening / closing balance sheets) to meet contractual/regulatory requirements without interruptions to the standard business process
  • Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory or interim management roles
  • Assist leadership in guiding clients through the IPO readiness journey by drafting SEC reporting and providing audit support
  • Participate in working capital disputes to favorable outcomes by managing the process through settlement or arbitration 


Data Collection, Validation and Analysis

  • Help team members in information gathering approach and ensure all relevant sources of information are pursued
  • Participate in client interviews, ask inquisitive questions and understand different stakeholders’ perspective
  • Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions
  • Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization’s design, roles and team
  • Ensure issues and opportunities are clearly and concisely presented
  • Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation

Project Management and Implementation

  • Ensure that project approach, timeline and deliverables are logical, reasonable and accurate
  • Set and communicate client’s expectation consistently
  • Employ actionable plans (e.g. create initiatives to optimize working capital, instill a liquidity focused culture, improve transparency in processes and organizations)
  • Identify risks and obstacles early on, create contingency plans and communicating timely with client
  • Ability to identify where the pillars of services CFO Services provides are not functioning

Financial Acumen

  • Ability to build and review various financial models,  provide valuable financial analysis and evaluate accounting treatments
  • Ability to provide valuable insight and improvement initiatives to senior management and board members


  • Minimum B.A / B.S. degree or equivalent from an accredited university by the time employment commences
  • Accounting major

Meeting education requirement for CPA certification in the state where you are applying for.


The salary range is $90,000-$120,000 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.

Diversity & Inclusion

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 and in alignment with our Inclusive Diversity values. 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.

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