Associate, Working Capital

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

Benefits offered by this job

Discretionary bonus

Travel up to 80%

Job summary

Alvarez & Marsal is expanding its Private Equity Performance Improvement CFO Services team in the U.S. and seeks an Associate to support financial advisory engagements for portfolio companies. You will develop findings, create strategic recommendations, and build cash flow models under tight deadlines.

The role requires 4-7+ years in consulting or related fields, strong Excel/PowerBI/Tableau skills, and willingness to travel up to 80%. A CPA is preferred; Bachelor's degree required.

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 on short notice.

Responsibilities

• Develop findings and make strategic recommendations.
• Strong financial modeling experience and understanding of financial statements; 13-week cash flows preferred; experience with Tableau and think-cell is a plus.
• Treasury / cash management experience a strong plus; systems implementation experience a plus.

Skills

Excel

Financial modeling

Data analysis

PowerPoint

Client relationship

Project management

Education

Bachelor's degree

Tools

PowerBI

Tableau

Alteryx

think-cell

Job description

Description

Alvarez & Marsal Private Equity Performance Improvement

Associate: CFO Services

Alvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) – CFO Services team in various locations throughout the U.S. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands‑on‑approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value. A&M’s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues. The CFO Services practice is a growing business with excellent opportunities for career advancement and building leadership skills. The CFO Services leadership team is focused on providing career development and training for high performing professionals.

Our PEPI Services Include

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

PEPI CFO Services Associate

Professional Experience

• Solid understanding of finance and accounting, with a preference for CPA’s
• Working with team members through a time-sensitive project by structuring a work plan and managing the process through to completion.
• Developing findings and making strategic recommendations.
• Strong financial modeling experience and solid understanding of financial statements – development of 13‑week cash flows is 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’s management)
• Initiative and drive
• Critical thinking skills
• Ability to deliver time‑pressured project 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, etc.)
• Bachelor’s degree or higher form of education from 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. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.