[Remote] PEPI: Associate, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)
Note: The job is a remote job and is open to candidates in USA. Alvarez & Marsal is a firm that specializes in providing financial advisory services to private equity held portfolio companies. The Associate in CFO Services will focus on financial reporting advisory, maintaining knowledge of US GAAP, preparing financial reports, and assisting clients through the IPO readiness journey. Responsibilities 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 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 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 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 Skills 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 Benefits Discretionary bonus program Company Overview Alvarez & Marsal provides advisory services related to turnaround management and performance improvement. It was founded in 2003, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship Alvarez & Marsal has a track record of offering H1B sponsorships, with 3 in 2025, 1 in 2024, 3 in 2023, 2 in 2022. Please note that this does not guarantee sponsorship for this specific role.