Associate, Working Capital

Alvarez & Marsal; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Discretionary bonus

Travel up to 80%

Job summary

Alvarez & Marsal Private Equity Performance Improvement – Associate: CFO Services in San Francisco is seeking a seasoned professional to support portfolio companies by improving financial performance, leading work streams, and delivering strategic recommendations across treasury, cash flow, and reporting.

The role requires 4–7+ years in consulting, investment banking, private equity, or corporate finance, a Bachelor’s degree, strong Excel/PowerBI/Tableau skills, and the ability to travel up to

Qualifications

• Bachelor’s degree or higher from an accredited 4‑year institution.
• Strong expertise with data and analytics tools such as Excel, PowerBI, Tableau, etc.
• A CPA is preferred; travel up to 80% with short notice.

Responsibilities

• Support PE clients by improving financial performance and delivering strategic recommendations.
• Lead work streams and manage time-sensitive projects to completion.
• Develop findings and provide actionable guidance to portfolio companies.
• Model financial scenarios including cash flows and reporting.
• Collaborate with teams on data-driven insights and client communications.

Skills

Excel

PowerPoint

Analytical skills

Project management

Client relationship building

Critical thinking

Education

Bachelor’s degree

CPA preferred

Tools

Tableau

PowerBI

Alteryx

Think-cell

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.