Senior Associate – CFO Services

Alvarez & Marsal; Bengaluru; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

Alvarez & Marsal in Bengaluru seeks a senior finance transformation professional to lead day-to-day delivery of engagements, draft project plans, and drive content development using internal knowledge bases. You will work across CFO services, design finance operating models, and coordinate with global teams to deliver value.

You will need MBA/CA background with 6–8 years post-qualification experience, strong Excel/PowerPoint, and excellent communication and stakeholder management skills.

Qualifications

• MBA/PGDM with finance specialization from top institutes or CA topper with 6–8 years post-qualification experience.
• Strong program management experience across large cross-functional programs.
• Excellent communication and stakeholder management skills.

Responsibilities

• Be hands on with day-to-day delivery of engagements; prepare draft project plans and get them reviewed by stakeholders.
• Drive content development leveraging internal knowledge management databases or own ideas; deliver on the project with A&M pace.
• Provide execution support across financial and operational systems (CRM, HRMS, payroll, ERP, time tracking).
• Plan and enhance self-upskilling; Excel and PowerPoint proficiency; collaborate with global teams.

Skills

Communication skills

Presentation skills

Team collaboration

Program management

Education

MBA/PGDM with finance specialization (IIM/ISB etc)

CA topper with 6–8 years post-qualification experience

Tools

Excel

PowerPoint

Job description

Description

• Be hands on with respect to day-to-day delivery of projects / engagements; Prepare draft project plans and get it reviewed by respective stakeholders
• Drive draft content development leveraging internal knowledge management databases or using own ideas, frameworks, thoughts etc.; Deliver on the project and maintain A&M pace of work; SSC experience is an additional advantage
• Strong execution support across various financial and operational systems:
  • CRM tools (e.g. salesforce)
  • Vendor management systems
  • Financial systems (e.g. Oracle, SAP, Hyperion, FCCS, QuickBooks)
  • Expense management systems (e.g. Zoho, SAP Concur, Happay)
  • HRMS (e.g. Workday, success factors)
  • Payroll systems (HGS, Ascent etc.)
  • Operational systems like time sheet management tools etc.
  • Any other tools, dashboards, platforms, systems that clients use for their operations or business purposes
• Strong program management skills across functions / departments and ability to manage multiple stakeholders; Prepare client presentations and get it reviewed by respective stakeholders
• Plan and enhance self-upskilling: excel skills, report writing etc.
• Contribute towards credentials, internal initiatives; Ability to work seamlessly with multiple domestic / global teams (at client end as well as A&M)
• Responsible for delivering and executing the CFO services kind of engagements:
  • Finance transformation projects (PEPI / Corporate clients)
    • Finance organizational design / service delivery model design
    • Financial system strategy, roadmap and selection
    • Digitally enabled finance & accounting
    • Rapid cost reductions
    • Taking control of finance function
    • Draft JDs, hire key finance stakeholders, training and transitioning
  • Finance performance improvements (PEPI / Corporate clients)
    • Vision and strategy development
    • Finance planning, reporting and analysis
    • Budgeting and forecasting
    • Working capital optimization
    • Management reporting / MIS support
    • Month-end close support
  • Merger integration & carve-out services (PEPI / Corporate clients)
    • Finance integration planning and execution support
    • Synergy planning and capture
    • Integration / carve-out assessments / due‑diligence
    • M&A performance improvement and play books
    • Finance diagnostic / implementation projects
    • As part of the project, shall need to interact at multiple levels in client teams; Support in business development and practice initiatives.

Educational Qualification & Skills

MBA / PGDM with finance specialization from IIM Ahmedabad, Bangalore, Calcutta or Indian School of Business or a CA topper in first attempt with 6 to 8 years of post‑qualification experience.

Desirable Experience In At Least One Of The Following

• CFO services team from strategy consulting firms
• Finance transformation / finance effectiveness experience from consulting firms
• Finance controllership, financial planning & analysis etc.
• Post‑merger finance integration exposure
• Program / Project Management in large scale cross‑functional projects
• Management consulting experience preferably in any functional consulting area like Finance, MIS, MR.
• Leading large‑scale cross‑functional transformation programs.
• Running or being part of large-scale cross‑functional transformation programs
• Management consulting experience preferably in any functional consulting area like Finance, MIS and Reporting, FP&A etc.
• Ability to work seamlessly with global teams (at client end as well as A&M)

Must Haves

• Excellent communication and presentation skills
• Outstanding in Excel and PowerPoint
• Team player with ability to work across large teams (internal and external).