Finance Strategy Associate — Private Equity Portfolio

Alvarez & Marsal; Atlanta (GA); On-site; USD 65,000 - 95,000; Full time

Job summary

Alvarez & Marsal CFO Services is seeking professionals to support private equity portfolio companies with data‑driven analyses, liquidity optimization and performance improvement. You will collect and validate data, build financial models, and deliver insights used to boost EBITDA and cash flow.

In this role you will work on client projects, develop tools and templates, and present findings to senior teams.

Qualifications

• 2–4 years of experience in accounting/finance, financial due diligence, restructuring, investment banking or private equity.
• Experience building integrated financial models.
• Strong Excel/PowerPoint skills.
• Graduate of accredited 4‑year college preferred but not required.

Responsibilities

• Identify, request, and process relevant data and information to complete fact‑based analyses.
• Validate all data used in calculations, reconcile models and reports individually and in aggregate.
• Develop tools/templates for client use and slide deck development as requested by the client.
• Think critically and ensure analyses are accurate, reliable and clear.
• Collaborate with team members and contribute to client deliverables.

Skills

Data collection

Data validation

Analytical thinking

Project management

Teamwork

Financial acumen

Education

Bachelor's degree in accounting/finance/economics (preferred)

Tools

Excel

PowerPoint

Job description

Alvarez & Marsal CFO Services is seeking professionals to support private equity portfolio companies with data‑driven analyses, liquidity optimization and performance improvement. You will collect and validate data, build financial models, and deliver insights used to boost EBITDA and cash flow.

In this role you will work on client projects, develop tools and templates, and present findings to senior teams.