CFO Services Associate: Working Capital & PEPI Impact

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

Job summary

Alvarez & Marsal is expanding its Private Equity Performance Improvement – CFO Services team in the United States. The Associate role focuses on delivering CFO services, interim management, and strategic financial advisory to middle-market and large-cap private equity portfolio companies.

You will develop deep functional skills, lead structured projects, and tailor financial solutions across finance, treasury, and operations.

Qualifications

• Solid understanding of finance and accounting; CPA preferred.
• Strong financial modeling experience; 13-week cash flow development a plus.
• Experience with data analytics tools such as Excel, PowerBI, Tableau, Alteryx, etc.
• Willingness to travel up to 80% on short notice.

Responsibilities

• Lead time-sensitive projects by structuring work plans and guiding the process to completion.
• Develop findings and make strategic recommendations for portfolio companies.
• Build and analyze financial models and cash flows; support treasury and finance functions.
• Sustain client relationships and clearly communicate insights and recommendations.

Skills

Financial modeling

Excel

PowerPoint

Data analytics

Client relationship management

Project management

Communication skills

Education

Bachelor’s degree or higher

Tools

PowerBI

Tableau

Alteryx

Think-cell

Job description

Alvarez & Marsal is expanding its Private Equity Performance Improvement – CFO Services team in the United States. The Associate role focuses on delivering CFO services, interim management, and strategic financial advisory to middle-market and large-cap private equity portfolio companies.

You will develop deep functional skills, lead structured projects, and tailor financial solutions across finance, treasury, and operations.