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Analyst, CFO Services - Dallas

  • Job
    Entry Level / Graduate
  • Banking & Finance
  • Dallas

AI generated summary

  • You must have a college degree in accounting/finance, 2-4 years experience in related fields, strength in financial modeling with Excel/PowerPoint skills.
  • You will gather, validate, and analyze data, manage projects, collaborate with a team, and demonstrate financial acumen to support CFO services in Dallas.


  • Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
  • 2-4 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


  • Data Collection, Validation and Analysis:
  • Identify, request, and process relevant data and information to complete fact-based analyses
  • Validate all data used in calculations, reconcile models and reports individually and in aggregate
  • Think critically, apply rules to independently produce accurate and reliable analyses
  • Compile findings into cogent and digestible spreadsheet templates and presentation slides
  • Project Management and Implementation:
  • Execute operational tasks independently (e.g., development of tools / templates for client use, tasks requested by client, slide deck development, etc.)
  • Quality check one’s own work product to ensure that it addresses the subject question, flows logically, and is free from error
  • Set up tools and to utilize client software / apps to access client data
  • Teamwork:
  • Collaboratively work with other team members, offer knowledge sharing opportunities
  • View all interactions as a learning opportunity
  • Financial Acumen:
  • Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts


What is the main goal of A&M CFO Services when working with private equity held portfolio companies?

The main goal of A&M CFO Services is to provide solutions to preserve and generate value for our clients' businesses, improve transparency to key drivers and business performance, support increasing cash and EBITDA, and provide benefits through hands-on involvement in our clients' operations.

What type of support does A&M CFO Services provide to private equity firms and their portfolio companies?

A&M CFO Services provide support to private equity firms by ensuring their portfolio companies have credible plans and the ability to execute and deliver financial outcomes. We work to improve transparency, increase cash flow and EBITDA, and provide hands-on involvement in our clients' operations.

How does A&M CFO Services help portfolio companies improve their financial performance?

A&M CFO Services help portfolio companies improve their financial performance by providing solutions to preserve and generate value for their businesses, improving transparency to key drivers and business performance, and supporting increasing cash flow and EBITDA. We also provide hands-on involvement in our clients' operations to help them achieve their financial goals.

Leading global professional services firm

Founded Year

Mission & Purpose

Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) when conventional approaches are not enough to drive change and achieve results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. A&M’s leadership is about a bias towards action and the willingness to tell clients what we think is needed. Our restructuring heritage sharpens our ability to act decisively. Clients select us for our deep expertise and ability to create and deliver practical, rather than theoretical, solutions to their unique problems in addition to our independence/objectivity. These are the core differences that distinguish us from other management consulting firms. With over 8,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, help organizations transform operations, catapult growth and accelerate results through decisive action. Comprised of experienced operators, world-class consultants, former regulators and industry authorities, A&M leverages its restructuring heritage to turn change into a strategic business asset, manage risk and unlock value at every stage of growth.