Operations Analyst (Finance)
Description
Alvarez & Marsal ; Valuation Services
Operations Analyst I - SFCE Team (Chicago)
Bank of America Plaza
540 West Madison Street, Suite 1800
Chicago, IL 60661
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.
A&M's Valuation Services practice is seeking an experienced Operations Analyst I to join our Structured Finance and Capital Equipment (SFCE) practice which provides valuation and consulting services related to renewable energy assets and various types of equipment, typically for financing purposes. The team is seeking a detail-minded individual to provide high-level operational support to the SFCE team in a fast-paced, transaction-oriented environment with a focus on exceptional client service.
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 SFCE 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 SFCE team setup and maintain accurate and complete project files
- Monitor and track compliance status of SFCE's 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
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $70,000 - $85,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. 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.
#LI-NS1
