Finance Modernization & Digital Transformation Associate

Alvarez & Marsal

Charlotte (NC)

On-site

USD 170,000 - 190,000

Full time

2 days ago

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Job summary

Alvarez & Marsal is seeking an Associate for Finance Modernization & Digital Transformation in Charlotte, NC. You will lead FP&A, treasury and controllership enhancements, leveraging AI and automation to drive efficiency and accuracy in client finance functions.

You will collaborate with private equity-backed portfolio companies, design dashboards, and deliver actionable insights. A&M offers impact-driven work with growth opportunities in a global PE-focused practice.

Qualifications

Bachelor's degree in finance, accounting, business, or related field.
3–5+ years in consulting or finance transformation and related analytics/tech projects.
Experience delivering finance transformation and automation projects.
Understanding FP&A, treasury, reporting, controllership, and working capital.
Experience with SQL, Python, Snowflake, Power BI, Tableau.
Familiarity with ERP and financial planning tools.
Strong analytical and problem-solving to translate data into solutions.
Strong analytical, communication, and presentation skills.
Ability to manage deliverables independently and collaborate with clients.
Experience with private equity is a plus.
Willingness to travel up to 50%.

Responsibilities

Execute finance modernization and digital transformation initiatives.
FP&A and Treasury: Develop improvements to budgeting, forecasting, cash flow reporting and treasury processes.
Data & Analytics: Develop dashboards and reporting solutions from data integration and modeling.
Finance Process Automation: Design and implement automation across AP, AR, invoicing, PO, and reconciliations.
ERP and Finance Systems: Participate in ERP implementations and data migration.
Controllership Modernization: Improve close, consolidation, reconciliations, and reporting.
AI and Emerging Technologies: Apply AI/ML and automation to finance processes.
Develop financial models and dashboards for clients.
Work with clients to gather requirements and implement solutions.
Independently manage deliverables with quality and timeliness.