Senior Associate – Private Equity Performance Improvement

Alvarez & Marsal; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

Alvarez & Marsal is seeking a Senior Associate in our Private Equity Performance Improvement practice in Sydney. You will support engagements that identify EBITDA opportunities, build robust financial models, and drive value creation across industries with hands-on execution.

3-7 years in finance-related roles, strong Excel/PowerPoint skills, and the ability to work in a fast-paced team are essential. Travel may be required as part of client engagements.

Qualifications

• 3-7 years in corporate finance, corporate restructuring or management consulting with a financial or accounting focus.
• Ability to develop and maintain financial models (3-statement, 13-week forecasts, EBITDA opportunities).
• Strong modeling, data analysis and communication skills.

Responsibilities

• Create high-quality analytical models (3-statement, 13-week forecasts, EBITDA opportunities) with guidance from seniors.
• Validate data and assumptions, reconcile models and reports.
• Think critically and apply rules for accurate analyses across engagements.
• Quality-check work, ensuring it addresses questions and flows logically.
• Communicate progress and roadblocks to seniors, and propose solutions.
• Develop presentation materials with coaching from seniors.
• Support client information validation and readiness for questions.
• Assist in proposal development with company and industry research.

Skills

Financial modeling

Data analysis

Team collaboration

Communication

Education

Undergraduate degree

MBA / CFA / CA preferred

Tools

Excel

PowerPoint

AI in modeling

Job description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global professional services firm with over 10,000 entrepreneurial, action- and results-oriented professionals across more than 40 countries. We take a hands-on approach to solving our clients’ most complex challenges, delivering practical solutions that drive sustainable results.

Description

Alvarez & Marsal (A&M) is a global professional services firm with over 10,000 entrepreneurial, action- and results-oriented professionals across more than 40 countries. We take a hands-on approach to solving our clients’ most complex challenges, delivering practical solutions that drive sustainable results.

Our culture celebrates independent thinkers and doers who make a tangible impact for clients and shape our industry. Guided by our core values - Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity - A&M offers a highly collaborative environment with engaging, high-impact work.

The Team

Our Private Equity Performance Improvement practice works directly with private equity sponsors and their portfolio companies to identify and deliver operational and financial performance improvements across the investment lifecycle — from due diligence through to value creation planning and hands-on execution. We are seeking a Senior Associate to join our growing team, supporting engagements that help clients identify EBITDA opportunities, build robust financial models, and drive measurable value creation across a broad range of industries.

How You Will Contribute

As a Senior Associate within the Performance Improvement Practice, you will support multiple high-profile and complex engagements, delivering rapid, tangible results with a focus on bottom-line improvement. Your responsibilities will include:

• Create high-quality analytical models (e.g., 3-statement and 13-week forecasts, EBITDA opportunity assessment models) with coaching and direction from senior team members (required)
• Validate all data and assumptions used in calculations, and reconcile models and reports
• Think critically and apply rules to produce accurate and reliable analyses independently
• Quality check your own work product to ensure it addresses the subject question, flows logically, and is free from error
• Proactively communicate progress and roadblocks to senior team members on an ongoing basis, and proactively develop solutions to those roadblocks
• Develop high-quality presentation materials with coaching and direction from senior team members
• Validate information provided by clients and anticipate questions
• Assist in the proposal preparation process by performing company and industry research and drafting situational overviews
• Support the development of Firm Contribution areas, such as Recruiting, Professional Development and Marketing

Qualifications

• 3-7 years of work experience in corporate finance, corporate restructuring or management consulting positions with a financial or accounting focus (required)
• Must be familiar with and able to develop and maintain financial modeling needs (e.g., 3-statement models, 13-week forecasts, EBITDA opportunity assessment models)
• Undergraduate degree; MBA, CFA or CA preferred but not required
• Ability to develop and analyse business plans and pro-forma financial models to identify key assumptions and value drivers
• Ability to conduct analyses from large sets of data to support strategic recommendations
• Team player who can excel in a fast-paced, challenging work environment
• Confident and efficient speaker, presenter and business writer
• Willingness to support internal firm initiatives (e.g., marketing, recruiting, client pitches)
• Highly proficient in Microsoft Office (specifically Excel and PowerPoint), including use of AI to accelerate model development and reviews
• Ability to work collaboratively in a team with people at all levels of an organisation
• Ability to travel based on client and business needs

Your Journey at A&M

At A&M, our people are our greatest asset. We invest heavily in your professional and personal development through continuous feedback, on-the-job learning and a merit-based performance culture. You’ll have access to challenging work, top-tier colleagues and meaningful career progression opportunities within an entrepreneurial environment.

We also prioritise well-being, offering benefits and resources to support you both professionally and personally. Our people consistently cite the growth opportunities, collaborative culture and the enjoyment of working together as highlights of life at A&M.