Operations Analyst (Finance)

Description

Alvarez & Marsal ; Valuation Services

Operations Analyst I

Alvarez & Marsal (A&M) is a global multi-disciplinary consulting firm with over 10,000 professionals located in 70+ locations. Building on its roots in restructuring and turnaround consultancy, it has evolved to provide a full range of consulting services across the life-cycle of an organization, all of which draw on its operational heritage and are free of audit conflicts.

Core Responsibilities:

• Gather necessary information from potential clients to run conflict checks
• Update Risk Management Tracker tool in Teams for potential new projects
• Run and track status of conflict checks
• Prepare, issue and monitor status of client engagement letters
• Work with management to assign team members to kick off new projects
• Request new project codes / monitor and close out old project codes
• Prepare, issue and monitor status of non-disclosure agreements, release letters, joinder agreements and other legal documents
• Format client deliverables and create accurate redlines in Word
• Compile draft and final client deliverables in Adobe Acrobat
• Prepare invoices and annotate/submit them in Agresso
• Track client invoice payment status and assist with collections
• Coordinate with A&M Accounting to resolve any client inquiries
• Assist with maintaining SFCE's status report and vacation calendar
• Help team setup and maintain accurate and complete project files
• Monitor and track compliance status of quality control and record retention policies

Qualifications:

• Bachelor's degree required, in a business-related major (accounting/finance preferred)
• 1-5+ years of work experience or relevant internship experience
• Prior experience in an accounting or consulting firm, investment bank or independent valuation firm preferred
• Proficient with Microsoft Office Suite: Word, Outlook, Excel, and PowerPoint
• Proficient/experience with collaboration software, e.g. BOX, Teams, SharePoint, Salesforce, WIPs, Agresso, Prime or other time management tool
• Basic knowledge of accounting, valuation and/or financial principles a plus
• Excellent oral and written communication skills
• Prior proofreading experience a plus

Compensation Statement

The annual base salary is $75,000 - 90,000. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.