Logo of Huzzle

Analyst, CFO Services - Philadelphia

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

AI generated summary

  • You need a relevant education, 2-4 years in financial roles, and expertise in financial modeling to excel in this Analyst position.
  • You will collect, validate, and analyze financial data, manage projects, collaborate with team members, and demonstrate strong financial acumen in a fast-paced CFO services role.


  • 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 primary goal of the Analyst, CFO Services role in Philadelphia?

The primary goal of the Analyst, CFO Services role in Philadelphia is to work with private equity held portfolio companies to provide solutions that preserve and generate value for their businesses.

What are some key responsibilities of the Analyst in CFO Services in Philadelphia?

Some key responsibilities of the Analyst in CFO Services in Philadelphia include improving transparency to key drivers and business performance, supporting increased cash flow and EBITDA, and providing hands-on involvement in clients' operations to drive financial outcomes.

How does the Analyst support private equity firms in Philadelphia regarding portfolio companies?

The Analyst supports private equity firms in Philadelphia by ensuring their portfolio companies have credible plans and the ability to execute to deliver financial outcomes.

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.