Alvarez & Marsal · 2 days ago
PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)
United States
Full-time
Remote
Entry, Mid Level
2+ years expAlvarez & Marsal is a leading firm in Private Equity Performance Improvement Services, seeking an Associate for their CFO Services in Digital Finance. The role involves improving financial transparency and performance for private equity portfolio companies through digital finance transformation and process optimization.
ConsultingProfessional Services
Responsibilities
Digital Finance Transformation Expertise and proven implementation experience
Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models
Finance & Accounting Process improvement expertise & process automation
Knowledge of Digital Finance tools and vendors
Expertise implementing Digital tools for Finance in large public corporations or mid-size PE owned Portfolio Companies
Expertise in building Predictive Forecasting Models
Connect with client to facilitate information gathering
Guide and facilitate client interviews and ensure all relevant data are considered and pursued
Define type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely execution
Apply industry and functional knowledge identify business drivers and issues
Understand and develop framework given project parameters
Develop actionable conclusions from analyses
Project Management and Implementation
Ability to lead components of projects with multiple service lines and ability to lead smaller projects independently
Proactively manage client’s expectations and minimize risks and negative impacts on project
Develop straightforward actionable plans and lead individual workstreams independently
Design cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client’s value
Anticipate risks and obstacles early on, create contingency plans and communicating timely with client
Engage and work collaboratively with senior management; ability to obtain buy-in from senior management / board members on actionable plans
Leverage industry expertise, prior professional services experience to guide team and promote innovative and analytical thinking
Manage client relationship during the project duration
Take accountability for both client and team identified issues
Build complimentary teams using individuals’ talents and capabilities
Complete proficiency in financial modeling and financial statements analysis and accounting treatments
Identify and drive P&L and B/S accountability
Utilize tools and resources to drive change management
Interpreting financial statements and understanding how info gets captured and used, understand how to streamline the processes
Experience in the role of Controllership, Finance and Accounting Advisory Services
Qualification
Required
Digital Finance Transformation Expertise and proven implementation experience
Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models
Finance & Accounting Process improvement expertise & process automation
Knowledge of Digital Finance tools and vendors
Expertise implementing Digital tools for Finance in large public corporations or mid-size PE owned Portfolio Companies
Expertise in building Predictive Forecasting Models
Connect with client to facilitate information gathering
Guide and facilitate client interviews and ensure all relevant data are considered and pursued
Define type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely execution
Apply industry and functional knowledge identify business drivers and issues
Understand and develop framework given project parameters
Develop actionable conclusions from analyses
Ability to lead components of projects with multiple service lines and ability to lead smaller projects independently
Proactively manage client's expectations and minimize risks and negative impacts on project
Develop straightforward actionable plans and lead individual workstreams independently
Design cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client's value
Anticipate risks and obstacles early on, create contingency plans and communicating timely with client
Engage and work collaboratively with senior management; ability to obtain buy-in from senior management / board members on actionable plans
Leverage industry expertise, prior professional services experience to guide team and promote innovative and analytical thinking
Manage client relationship during the project duration
Take accountability for both client and team identified issues
Build complimentary teams using individuals' talents and capabilities
Complete proficiency in financial modeling and financial statements analysis and accounting treatments
Identify and drive P&L and B/S accountability
Utilize tools and resources to drive change management
Interpreting financial statements and understanding how info gets captured and used, understand how to streamline the processes
Experience in the role of Controllership, Finance and Accounting Advisory Services
Experience in Digital Finance technologies, including RPA, Predictive Forecasting, Finance Analytics, NLG, data visualization
2-4 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
Complete proficiency in understanding financial models, data analytics, and presentation skills
Preferred
Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
CPA, CFA, MBA, or Master's Degree Preferred but not Required
Company
Alvarez & Marsal
Alvarez & Marsal provides advisory services related to turnaround management and performance improvement.
10001+ employees
H1B Sponsorship
Alvarez & Marsal has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (1)
2023 (3)
2022 (2)
Funding
Current Stage
Late StageLeadership Team
Austin Prentice
Senior Director
Barbara Lundberg
Managing Director
Recent News
IndiaTimes
2025-12-25
2025-12-01
Company data provided by crunchbase