CFO Services Manager: PE Portfolio Value & Transformation

Alvarez & Marsal; Philadelphia (Philadelphia County); On-site; USD 110,000 - 190,000; Full time

Job summary

Alvarez & Marsal is seeking a Manager for CFO Services focused on private equity portfolio clients. You will lead data collection, validation, and financial analysis to uncover value and liquidity improvements.

The role emphasizes interviewing stakeholders, challenging assumptions, and guiding teams through complex restructurings or transformations. Ideal candidates have 7–10 years in accounting/finance, strong modeling and presentation skills, and a CPA/CFA or advanced coursework.

Qualifications

• Graduate degree in accounting, finance, or economics preferred but not required.
• 7–10 years of experience in Accounting/Finance, financial due diligence, restructuring, or private equity.
• Proficient financial models, data analytics programs, and presentation skills.

Responsibilities

• Data collection, validation, and analysis across client information.
• Lead client interviews, guide team, and challenge status quo with insights.
• Own workstreams and ensure timelines, deliverables, and client expectations are met.
• Demonstrate strong financial acumen by building and reviewing financial models for decision making.

Skills

Financial Modeling

Data Analytics

Presentation Skills

Leadership

Education

Bachelor's degree in accounting/finance/economics

Tools

Excel

PowerPoint

Job description

Alvarez & Marsal is seeking a Manager for CFO Services focused on private equity portfolio clients. You will lead data collection, validation, and financial analysis to uncover value and liquidity improvements.

The role emphasizes interviewing stakeholders, challenging assumptions, and guiding teams through complex restructurings or transformations. Ideal candidates have 7–10 years in accounting/finance, strong modeling and presentation skills, and a CPA/CFA or advanced coursework.