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PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)

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Location: Nashville, TN, United States
Date Posted: Jun 4, 2024

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PEPI - CFO Services – Senior Associate


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


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


  • 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


  • 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


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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