Associate, Working Capital

Alvarez & Marsal; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Alvarez & Marsal Private Equity Performance Improvement – Associate: CFO Services is expanding its PEPI – CFO Services team in the U.S. This role requires strong finance skills, data analytics, and the ability to manage time‑sensitive projects for private equity clients. Travel up to 80% may be required.

The candidate should have 4–7+ years of relevant experience and a Bachelor’s degree or higher. Proficiency in Excel, PowerBI, Tableau, and Alteryx is preferred.

Qualifications

• 4–7+ years of relevant work experience in management consulting, investment banking, private equity, corporate strategy, or related field.
• Bachelor’s degree or higher from an accredited 4‑year institution.
• Strong expertise with data and analytics tools such as Microsoft Excel, PowerBI, Alteryx, Tableau, etc.
• Flexibility to travel up to 80% of the time at short/immediate notice.

Responsibilities

• Synthesize meaningful insights from data, opinions, or facts.
• Develop findings and make strategic recommendations for client portfolios.
• Manage time‑sensitive projects by structuring work plans and leading the process to completion.
• Deliver high‑quality financial modeling and client presentations.

Skills

Financial analysis

Strong analytical skills

Written & oral communication

Structured project management

Initiative and drive

Education

Bachelor’s degree or higher

Tools

Excel

PowerBI

Tableau

Alteryx

Job description

Alvarez & Marsal Private Equity Performance Improvement – Associate: CFO Services

Alvarez & Marsal, a leading independent global professional services firm, specializes in turnaround management, performance improvement, and corporate advisory services. We are expanding our Private Equity Performance Improvement (PEPI) – CFO Services team in various U.S. locations.

Our PEPI service line serves middle‑market and large‑cap private equity firms, helping improve the operating results at their portfolio companies. The CFO Services practice focuses on developing deep functional skills and tailoring solutions to solve clients’ business issues.

Our PEPI Services Include

• CFO Services (including interim management – CFO, Controller, Treasurer)
• Rapid Results
• CDD/Strategy
• Merger Integration & Carve‑outs
• IT
• Supply Chain

Professional Experience

• Solid understanding of finance and accounting, with a preference for CPA’s.
• Managing time‑sensitive projects by structuring work plans and leading the process to completion.
• Developing findings and making strategic recommendations.
• Strong financial modeling experience and solid understanding of financial statements – development of 13‑week cash flows preferred; experience with Tableau and think‑cell software is a plus.
• Treasury/cash management experience a strong plus.
• Systems implementation experience a plus.

Professional Skills

• Synthesizing meaningful insights from data, opinions, or facts.
• Strong written, oral and analytical skills.
• Strong Excel and PowerPoint skills.
• Structured project management (time, team, and work‑stream management).
• Initiative and drive.
• Critical thinking skills.
• Ability to deliver time‑pressured projects on time and on quality.
• Flexible and creative thinking.
• Client relationship building.

Qualifications

• 4–7+ years of relevant work experience in management consulting, investment banking, private equity, corporate strategy, or related field (e.g., Treasury, Sourcing, Supply Chain, Corporate Finance).
• Bachelor’s degree or higher from an accredited 4‑year institution.
• Strong expertise with data and analytics tools such as Microsoft Excel, PowerBI, Alteryx, Tableau, etc.
• Flexibility to travel up to 80% of the time at short/immediate notice.

The salary range is $90,000–$130,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. A&M also offers a discretionary bonus program based on individual and firm performance. Please ask your recruiter for details.