Finance Modernization & Digital Transformation Associate
Alvarez & Marsal
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Job summary
Alvarez & Marsal in San Francisco seeks an Associate for Finance Modernization & Digital Transformation to help private equity portfolio companies improve finance operations through process redesign, data analytics, AI, and automation. You will work on FP&A, treasury, controllership, ERP systems, and core finance operations, delivering practical solutions with senior stakeholders.
The role emphasizes developing models, dashboards, and client deliverables, with opportunities to travel up to 50%
Qualifications
- 3–5+ years of relevant experience in consulting, finance transformation, or data analytics.
- Experience with finance transformation, automation, analytics, or finance systems implementation.
- Understanding of FP&A, treasury, controllership, and financial reporting.
Responsibilities
- Lead finance modernization and digital transformation initiatives from assessment to implementation.
- Improve FP&A, budgeting, forecasting, cash flow reporting, and treasury processes.
- Develop dashboards and reporting solutions using analytics and automation.
- Design and implement automation across AP/AR, invoices, PO, and reconciliations.
- Support ERP implementations and data migration with testing and integration.
- Advance controllership modernization with automated close and consolidation.
Skills
Education
Tools
Job description
Alvarez & Marsal in San Francisco seeks an Associate for Finance Modernization & Digital Transformation to help private equity portfolio companies improve finance operations through process redesign, data analytics, AI, and automation. You will work on FP&A, treasury, controllership, ERP systems, and core finance operations, delivering practical solutions with senior stakeholders.
The role emphasizes developing models, dashboards, and client deliverables, with opportunities to travel up to 50%
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