Senior Associate – CFO Services

Alvarez & Marsal; Mumbai; On-site; INR 1,200,000 - 1,900,000; Full time

Job summary

Alvarez & Marsal in Mumbai seeks a hands-on project professional to lead day-to-day engagements, draft project plans, and coordinate with stakeholders to ensure timely delivery. The role emphasizes finance transformation, ERP/system readiness, and cross-functional program management for CFO-services engagements.

You will develop content, prepare client presentations, mentor teams, and collaborate with domestic and global clients. Strong Excel/PowerPoint and communication are essential.

Qualifications

• MBA/PGDM with finance specialization or CA with 6–8 years post-qualification experience.
• Excellent communication and presentation skills.
• Strong Excel and PowerPoint capabilities.
• Ability to manage multiple stakeholders and cross-functional teams.

Responsibilities

• Be hands-on with day-to-day delivery of projects and draft plans.
• Drive content development using internal knowledge bases and own ideas.
• Deliver CFO services engagements including finance transformation and planning.
• Plan and manage cross-functional programs and prepare client presentations.
• Work with global teams and internal initiatives; upskill continually.

Skills

Excel proficiency

PowerPoint proficiency

Communication skills

Presentation skills

Project management

Stakeholder management

Education

MBA/PGDM with finance specialization

CA (topper) with post-qualification experience

Tools

Salesforce

Oracle

SAP

Hyperion

Workday

Zoho

SAP Concur

Happay

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).