Associate, Finance Modernization & Digital Transformation

Alvarez & Marsal; Los Angeles (CA); On-site; USD 170,000 - 190,000; Full time

Benefits offered by this job

Health benefits

401(k) retirement plan

Paid time off & holidays

Sick time & parental leave

Job summary

Alvarez & Marsal (A&M) seeks an Associate for Finance Modernization & Digital Transformation within the PEPI – CFO Services practice in the Los Angeles area. You will drive finance modernization initiatives, combining FP&A, treasury, and controllership improvements with automation and data analytics to deliver measurable performance gains for private equity-backed portfolios.

The role emphasizes collaboration with client stakeholders, development of dashboards, and implementation of ERP and

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Engineering, Business Analytics, Data Science, Computer Science, Information Systems, or related field.
• 3–5+ years of relevant experience in consulting, finance transformation, financial advisory, data analytics, technology implementation, or operational improvement.
• Experience with FP&A, treasury, financial reporting, controllership, and working capital management.
• Experience working with private equity firms or portfolio companies is a plus.
• Ability and willingness to travel up to 50%.

Responsibilities

• Execute finance modernization and digital transformation initiatives, including process assessments, solution development, and implementation.
• FP&A and Treasury: Develop improvements to budgeting, forecasting, cash flow reporting, and treasury processes using financial planning tools, analytics, and automation.
• Data & Analytics: Perform financial data integration, transformation, and modeling to develop dashboards, reporting solutions, and actionable management insights.
• Finance Process Automation: Design and implement process improvements and automation solutions across accounts payable, accounts receivable, invoice processing, purchase orders, and reconciliations.
• ERP and Finance Systems: Participate in ERP implementations, system enhancements, data migration, testing, and integration of finance technology platforms.
• Controllership Modernization: Implement improvements to financial close, consolidation, reconciliations, and reporting processes through automation and process redesign.
• AI and Emerging Technologies: Apply AI, machine learning, and intelligent automation tools to improve finance processes, reporting and operational efficiency.
• Develop financial models, dashboards, process documentation, and client deliverables.
• Work directly with client stakeholders to gather requirements, analyze challenges, and implement solutions.
• Independently manage assigned deliverables, ensuring accuracy, quality, and timely completion.

Education

Bachelor's degree in Finance, Accounting, Business, Engineering, Business Analytics, Data Science, Computer Science, Information Systems, or related field

Tools

SQL

Python

Snowflake

Power BI

Tableau

Job description

Alvarez & Marsal (A&M) seeks an Associate for Finance Modernization & Digital Transformation within the PEPI – CFO Services practice in the Los Angeles area. You will drive finance modernization initiatives, combining FP&A, treasury, and controllership improvements with automation and data analytics to deliver measurable performance gains for private equity-backed portfolios.

The role emphasizes collaboration with client stakeholders, development of dashboards, and implementation of ERP and