Finance Modernization & Digital Transformation Associate

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

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Discretionary bonus program

Paid time off

Job summary

Alvarez & Marsal is seeking an Associate for Finance Modernization & Digital Transformation in Houston, TX. You will lead finance-focused modernization initiatives, modernize FP&A and treasury processes, develop dashboards, and automate finance operations across ERP systems and reporting platforms.

The role emphasizes client collaboration, data-driven decision making, and hands-on delivery with a focus on value creation for private equity-backed firms.

Qualifications

• 3–5+ years of relevant consulting and finance transformation experience.
• Experience with FP&A, treasury, financial reporting, and controllership.
• Experience with data analytics tools and automation technologies.
• Strong communication, presentation, and stakeholder management skills.
• Willingness to travel up to 50%.

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.
• Data & Analytics: perform financial data integration, transformation, and modeling to develop dashboards, reporting solutions, and actionable insights.
• Finance Process Automation: design and implement process improvements across AP, AR, invoice processing, POs, and reconciliations.
• ERP and Finance Systems: participate in ERP implementations, system enhancements, data migration, testing and integration.
• Controllership Modernization: automate close, consolidation, reconciliations, and reporting processes.
• AI and Emerging Technologies: apply AI and intelligent automation to improve finance processes and efficiency.
• Develop financial models, dashboards, process docs, and client deliverables.
• Engage with client stakeholders to gather requirements and implement solutions.
• Independently manage assigned deliverables with quality and timeliness.

Skills

SQL

Python

Snowflake

Power BI

Tableau

Education

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

Tools

ERP systems

Financial planning tools

Job description

Alvarez & Marsal is seeking an Associate for Finance Modernization & Digital Transformation in Houston, TX. You will lead finance-focused modernization initiatives, modernize FP&A and treasury processes, develop dashboards, and automate finance operations across ERP systems and reporting platforms.

The role emphasizes client collaboration, data-driven decision making, and hands-on delivery with a focus on value creation for private equity-backed firms.