Digital Finance Associate: PE Transformation & Analytics

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

Benefits offered by this job

Healthcare plans

Flexible spending accounts

Life Insurance

AD&D Insurance

Disability coverages

401(k) retirement plan

Paid time off

Job summary

Alvarez & Marsal seeks a Senior Associate in Digital Finance to support PEPI clients with digital finance transformations, analytics, and forecasting. You will assess finance functions, implement digital tools, and build predictive models to improve efficiency and transparency across portfolio companies.

Ideal candidates have 2–4 years in accounting/finance, familiarity with RPA, NLG, and data visualization, and a CPA/CFA/MBA is preferred but not required.

Qualifications

• Graduate of an accredited 4‑year college or university, preferably in accounting, finance, or economics.
• Experience with digital finance technologies (RPA, predictive forecasting, finance analytics, NLG, data visualization).
• 2–4 years of experience in accounting/finance, financial due diligence, restructuring, investment banking, or private equity.
• CPA, CFA, MBA, or master’s degree preferred but not required.

Responsibilities

• Lead digital finance transformation initiatives and implement finance tools.
• Assess finance and accounting functions and identify efficiency improvements.
• Develop predictive forecasting models and support EBITDA enhancement.
• Collaborate with senior management to drive actionable plans and value creation.
• Manage cross‑functional workstreams and client expectations throughout projects.

Skills

Digital Finance Transformation

Forecasting & Analytics

Process Improvement

RPA & Finance Tools

Data Visualization

Education

CPA/CFA/MBA or master's preferred

Tools

RPA

NLG

Finance Analytics Tools

Data Visualization Tools

Job description

Alvarez & Marsal seeks a Senior Associate in Digital Finance to support PEPI clients with digital finance transformations, analytics, and forecasting. You will assess finance functions, implement digital tools, and build predictive models to improve efficiency and transparency across portfolio companies.

Ideal candidates have 2–4 years in accounting/finance, familiarity with RPA, NLG, and data visualization, and a CPA/CFA/MBA is preferred but not required.