Associate, CFO Services

Description

Alvarez & Marsal Private Equity Performance Improvement

Associate: CFO Services - Finance, Treasury and Liquidity Management

(OPEN TO ALL U.S. LOCATIONS)

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.

The Team

A&M’s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving the middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.

Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues.

Join A&M CFO Service’s practice and help transform the finance and accounting function for private equity-backed portfolio companies. We partner with our clients to deliver sustainable improvements across people, processes, and technology—driving transparency into key business drivers, strengthening financial performance, and enabling informed decision‑making. Our hands‑on, data driven approach focuses on enhancing operational efficiency, optimizing cash flow and EBITDA, and creating long‑term value that supports each organization’s strategic goals.

Our PEPI services include:

CFO Services (including interim management – CFO, Controller, Treasurer)

Rapid Results

CDD/Strategy

Merger Integration & Carve‑outs

IT

Supply Chain

PEPI CFO Services Associate:

Professional Experience

• Solid understanding of finance and accounting, with a preference for CPA’s
• Working with team members through a time‑sensitive project by structuring a work plan and managing the process through to completion;
• Developing findings and making strategic recommendations;
• Strong financial modeling experience and solid understanding of financial statements – development of 13‑week cash flows is preferred; experience with Tableau and think‑cell software is a plus
• Treasury / cash management experience a strong plus
• Systems implementation experience a plus

Professional Skills

• Synthesizing meaningful insights from data, opinions, or facts
• Strong written, oral and analytical skills
• Strong Excel and PowerPoint skills
• Structured project management (time, team and work‑stream’s management)
• Initiative and drive
• Critical thinking skills
• Ability to deliver time‑pressured project on‑time and on‑quality
• Flexible and creative thinking
• Client relationship building

Qualifications

• Bachelor’s Degree in Business Administration, Accounting, Finance, or related field, with 3-5+ years of previous related accounting/finance roles, performance improvement operations consulting, accounting diligence, or restructuring experience;
• MBA or other advanced degree or certification preferred (e.g., CPA, CFA, etc.);
• Flexibility to travel up to 80% of the time

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 $100,000--$130,000 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.

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.

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.

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.