Senior Associate - Finance Modernization & Digital Transformation

Description

Senior Associate – Finance Modernization & Digital Transformation

Alvarez & Marsal | Private Equity Performance Improvement (PEPI) – CFO Services

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 15,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who 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 why our people love working at A&M.

About the Practice

A&M's Digital Transformation practice works with private equity firms and portfolio companies to improve finance operations, strengthen financial performance, and drive value creation.

Our Finance Modernization & Digital Transformation team helps clients modernize their finance functions through process redesign, data analytics, AI, automation, and technology implementation. Our work spans FP&A, treasury, controllership, ERP systems, and core finance operations, with a focus on building and implementing solutions that improve efficiency, accuracy, and decision-making.

Responsibilities

• Lead defined workstreams within finance modernization and digital transformation projects, from process assessment and solution design through implementation.
• FP&A and Treasury: Design and implement improvements to budgeting, forecasting, cash flow visibility, and treasury processes using planning tools, predictive analytics, and automation.
• Data & Analytics: Lead financial data integration, transformation, and modeling activities to develop dashboards, reporting solutions, and management insights.
• Finance Process Automation: Develop and implement automation solutions across accounts payable, accounts receivable, invoice processing, purchase orders, and reconciliations.
• ERP and Finance Systems: Execute ERP implementation and optimization workstreams, including system enhancements, data migration, testing, and finance technology integration.
• Controllership Modernization: Design and implement improvements to financial close, consolidation, reconciliations, and reporting through process redesign and automation.
• AI and Emerging Technologies: Identify and implement practical applications of AI, machine learning, and intelligent automation across finance processes.
• Manage workstream deliverables, timelines, and coordination with client stakeholders and project teams.
• Translate finance and business requirements into technical and process solutions, working with cross-functional teams to drive implementation.
• Develop and present financial analyses, findings, and recommendations to client finance teams and engagement leadership.
• Mentor junior team members and contribute to solution development and practice initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Engineering, Business Analytics, Data Science, Computer Science, Information Systems, or a related field; MBA or advanced degree preferred.
• 5–9+ years of relevant experience in management consulting, finance transformation, financial advisory, data analytics, or technology-enabled operational improvement.
• Demonstrated experience delivering finance transformation, automation, analytics, or finance systems implementation projects.
• Strong understanding of finance processes, including FP&A, treasury, financial reporting, controllership, and working capital management.
• Experience leveraging data and analytics technologies such as SQL, Python, Snowflake, Power BI, Tableau , or similar platforms to develop and implement finance solutions.
• Experience with ERP systems, financial planning applications, and automation technologies.
• Ability to translate finance and business requirements into practical technology and process solutions.
• Experience independently managing project workstreams, deliverables, and client interactions.
• Strong analytical, problem-solving, communication, and presentation skills.
• Experience working with private equity firms or portfolio companies is preferred.
• Ability to mentor junior professionals and work effectively across cross-functional teams.
• Ability and willingness to travel up to 50% , based on client and engagement needs.

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

The salary range is $150,000--$170,000 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.

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.

A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Unsolicited Resumes from Third-Party Recruiters

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.

Culture & Values

At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing. For those ready to roll up their sleeves, lead with integrity, and be difference makers, this is where it starts.

Equal Opportunity Employer

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. Employees and Applicants can find A&M policy statements and additional information by region here.