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Location: New York, NY, United States
Date Posted: Oct 16, 2023
Alvarez & Marsal; Valuation Services
Alvarez & Marsal (A&M) is a global multi-disciplinary consulting firm with over 8,000 professionals located in 70+ locations. Building on its roots in restructuring and turnaround consultancy, it has evolved to provide a full range of consulting services across the life-cycle of an organization, all of which draw on its operational heritage and are free of audit conflicts.
A&M’s Valuation Services practice is seeking an experienced Operations Analyst to provide high level operational support to its NYC Valuation Services practice. The team is seeking someone who can help leadership with optimizing staff scheduling for our recurring quarterly, semi-annual and annual clients; provide leadership with analysis of engagement profitability and staff utilization; maintain staff compliance with time reporting requirements, and develop solutions to help the practice serve clients efficiently.
Set up introductory and preliminary results calls
Send intro emails to clients requesting admin set-up info
Provide fee history to SD / MD and lock down fee estimates
Prep engagement letters and prepayment invoices
Open project codes
Update / maintain client database
Update / maintain 409A tracker
Save documents / set up Box folders
Create a tracking system to anticipate workload
Assist leadership in Managing staff scheduling. Compiling and presenting data on utilization, determining time spent on projects against budget.
Compiling recovery rates on client engagements
Oversee timesheet inquiries and compliance, etc.
Work with internal teams building and leveraging relationships across the organization and clients projects
Conflict check memos and project code creation, invoicing
Bachelor’s degree required, in a business-related major (accounting/finance preferred)
1-5+ years of work experience, or relevant internship experience
Prior experience in an accounting or consulting firm, investment bank or independent valuation firm preferred
Proficient with Microsoft Office Suite: Word, Outlook, Excel, and PowerPoint
Proficient/experience with collaboration software, e.g. BOX, Teams, SharePoint, Salesforce, WIPs, Agresso, Prime or other time management tool
Basic knowledge of accounting and financial principles a plus
Excellent oral and written communication skills
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.
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, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor or any other characteristics in accordance with all applicable laws and regulations.
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.