Digital Finance Senior Associate, PE Transformation

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

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Discretionary bonus program

Paid time off

Parental leave

Job summary

Alvarez & Marsal Private Equity Performance Improvement (PEPI) practice partners with portfolio companies to preserve and grow cash and EBITDA, improving transparency into key drivers.

The Senior Associate, Digital Finance role focuses on transformation, analytics, and automation within finance and accounting, leveraging RPA, NLG, and predictive forecasting to deliver measurable value for PE-owned businesses.

Qualifications

• Digital Finance transformation expertise and proven implementation experience.
• Experience assessing finance and accounting functions and implementing digital technologies (RPA, finance analytics, NLG, predictive forecasting models) to improve efficiency and transparency.
• Finance & accounting process-improvement expertise and process automation.
• Knowledge of digital finance tools and vendors.
• Experience implementing digital tools for finance in large public corporations or mid-size PE-owned portfolio companies.
• Ability to build predictive forecasting models.

Responsibilities

• Connect with client to facilitate information gathering.
• Guide and facilitate client interviews and ensure all relevant data are gathered and pursued.
• Define the type of analyses needed to prove or disprove assumptions, ensuring complete, accurate and timely execution.
• Apply industry and functional knowledge to identify business drivers and issues.
• Understand and develop the framework given project parameters.
• Develop actionable conclusions from analyses.
• Project management and implementation of cross-functional components.
• Lead portions of projects with multiple service lines and manage smaller projects independently.
• Proactively manage client expectations, minimize risks and negative impacts.
• Develop straightforward actionable plans and lead individual workstreams independently.
• Design cash-generating initiatives, EBITDA improvements, and optimal organizational structure to drive client value.
• Anticipate risks and obstacles, create contingency plans, and communicate timely with the client.
• Engage and collaborate with senior management; obtain buy-in from senior management or board members on actionable plans.

Skills

Digital finance transformation

Finance analytics

RPA

Predictive forecasting

Process automation

Financial modelling

Education

Bachelor's degree in accounting/finance/economics

CPA/CFA/MBA or master’s degree preferred

Tools

RPA tools

Finance analytics tools

Data visualization tools

Job description

Alvarez & Marsal Private Equity Performance Improvement (PEPI) practice partners with portfolio companies to preserve and grow cash and EBITDA, improving transparency into key drivers.

The Senior Associate, Digital Finance role focuses on transformation, analytics, and automation within finance and accounting, leveraging RPA, NLG, and predictive forecasting to deliver measurable value for PE-owned businesses.