Associate, Financial Planning & PE Value Delivery

Alvarez & Marsal; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Alvarez & Marsal in Tampa is seeking a finance-focused professional to support CFO services for private equity portfolios. You will collect, validate and analyse data to build fact-based financial models and deliver actionable insights.

You’ll develop tools and templates, present findings to clients, and collaborate with teammates to drive cash, EBITDA, and operating improvements. Strong Excel and PowerPoint skills are essential.

Qualifications

• Identify, request, and process relevant data to complete fact-based analyses.
• Validate data used in calculations and reconcile models and reports.
• Think critically and produce accurate analyses with clear presentations.
• Build integrated financial models and use Excel/PowerPoint effectively.

Responsibilities

• Execute operational tasks and develop tools/templates for client use.
• Quality check own work to ensure logical flow and accuracy.
• Set up tools and access client data via client software.

Skills

Financial modeling

Data analysis

Data validation

Project management

Teamwork

Financial acumen

Education

Bachelor’s degree in accounting/finance/economics

Tools

Excel

PowerPoint

Job description

Alvarez & Marsal in Tampa is seeking a finance-focused professional to support CFO services for private equity portfolios. You will collect, validate and analyse data to build fact-based financial models and deliver actionable insights.

You’ll develop tools and templates, present findings to clients, and collaborate with teammates to drive cash, EBITDA, and operating improvements. Strong Excel and PowerPoint skills are essential.