Associate, CFO Services

Overview: A&M CFO Services collaborates with private equity-held portfolio companies to deliver innovative solutions that enhance and preserve business value. Our mission is to bolster transparency regarding key performance drivers, support growth in cash flow and EBITDA, and ensure our clients realize benefits through hands-on engagement in their operations. We aim to provide private equity firms with reliable strategies and the capability to achieve their financial targets. CFO Services Offering: Liquidity & Working Capital Optimization Strategic Analytics & Planning Performance Measurement & Management Business Transformation Auxiliary Services: Accounting Remediation Professional Expectations: Data Collection, Validation and Analysis: Identify, request, and analyze relevant data to conduct thorough fact-based assessments. Ensure data accuracy through validation and reconciliation of models and reports both individually and collectively. Utilize critical thinking to independently generate precise analyses. Compile findings into clear and concise spreadsheet templates and presentation materials. Project Management and Implementation: Independently carry out operational tasks, including developing tools/templates for client use and creating presentation materials. Review and enhance one's own work to guarantee it meets objectives, maintains logical flow, and is error-free. Set up and utilize client tools/software to access necessary data. Teamwork: Collaborate effectively with team members, sharing knowledge and insights. Approach every interaction as a valuable learning experience. Financial Acumen: Demonstrate experience in financial modeling and possess a basic understanding of financial statements, treasury management, and the interplay of accounts within the trial balance. Accreditation/Experience: Graduate from an accredited four-year institution with a concentration in accounting, finance, or economics preferred but not mandatory. 2-4 years of relevant experience in Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity. Experience in constructing integrated financial models and proficient in Excel/PowerPoint.

Created: 2026-03-11