Finance Modernization Associate — Data, AI & ERP Transform

Alvarez & Marsal; Tampa (FL); On-site; USD 170,000 - 190,000; Full time

Job summary

Alvarez & Marsal, a global consulting firm, seeks an Associate for Finance Modernization & Digital Transformation in Tampa, FL. You will drive finance transformation programs, develop FP&A and treasury improvements, and lead data analytics initiatives to deliver dashboards, reports, and actionable insights.

The role focuses on FP&A, controllership, ERP initiatives, and automation across finance functions, with exposure to private equity clients and a travel requirement up to 50%.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Engineering, Business Analytics, Data Science, Computer Science, Information Systems, or a related field.
• 3–5+ years of relevant experience in consulting, finance transformation, financial advisory, data analytics, technology implementation, or operational improvement.
• Experience executing finance transformation, automation, analytics, or finance systems implementation projects.
• Understanding of finance processes, including FP&A, treasury, financial reporting, controllership, and working capital management.
• Experience working with data and analytics tools such as SQL, Python, Snowflake, Power BI, Tableau, or similar platforms.
• Familiarity with ERP systems, financial planning applications and automation technologies.
• Ability to analyze financial and operational data and translate findings into practical solutions.
• Strong analytical, problem-solving, communication, and presentation skills.
• Ability to independently manage deliverables and collaborate effectively with clients and project teams.
• Experience working with private equity firms or portfolio companies is a plus.
• Ability and willingness to travel up to 50%, based on client and engagement needs.

Responsibilities

• Execute finance modernization and digital transformation initiatives, including process assessments, solution development, and implementation.
• FP&A and Treasury: Develop improvements to budgeting, forecasting, cash flow reporting, and treasury processes using financial planning tools, analytics, and automation.
• Data & Analytics: Perform financial data integration, transformation, and modeling to develop dashboards, reporting solutions, and actionable management insights.
• Finance Process Automation: Design and implement process improvements and automation solutions across accounts payable, accounts receivable, invoice processing, purchase orders, and reconciliations.
• ERP and Finance Systems: Participate in ERP implementations, system enhancements, data migration, testing, and integration of finance technology platforms.
• Controllership Modernization: Implement improvements to financial close, consolidation, reconciliations, and reporting processes through automation and process redesign.
• AI and Emerging Technologies: Apply AI, machine learning, and intelligent automation tools to improve finance processes, reporting and operational efficiency.
• Develop financial models, dashboards, process documentation, and client deliverables.
• Work directly with client stakeholders to gather requirements, analyze challenges, and implement solutions.
• Independently manage assigned deliverables, ensuring accuracy, quality, and timely completion.

Skills

Analytical thinking

Problem solving

Communication skills

Presentation skills

Education

Bachelor's degree in Finance, Accounting, Business, Engineering, Business Analytics, Data Science, Computer Science, Information Systems

Tools

SQL

Python

Snowflake

Power BI

Tableau

Job description

Alvarez & Marsal, a global consulting firm, seeks an Associate for Finance Modernization & Digital Transformation in Tampa, FL. You will drive finance transformation programs, develop FP&A and treasury improvements, and lead data analytics initiatives to deliver dashboards, reports, and actionable insights.

The role focuses on FP&A, controllership, ERP initiatives, and automation across finance functions, with exposure to private equity clients and a travel requirement up to 50%.