PEPI - CFO Advisory

Location: Milan, Italy

Date Posted: Oct 17, 2025

Description

OVERVIEW:

A&M CFO Services works with private equity-held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

CFO Services Provides the following pillar of services:

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Finance processes improvement

PROFESSIONAL EXPECTATIONS:

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

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 understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts

ACCREDITATION /EXPERIENCE:

• Graduate of accredited university with educational concentration in relevant areas (accounting, finance, economics)
• Experience related to: Financial Due Diligence or Transaction Services in Big 4 companies
• Experience in building integrated financial models and have strong Excel/PowerPoint skills
• Experience in structuring and developing Power BI solutions including data modeling and dashboard preferred but not required

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, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. .

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. 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.