Finance Transformation Lead —Automation, AI & Modernization

Alvarez & Marsal; San Francisco (CA); On-site; USD 170,000 - 190,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Alvarez & Marsal seeks a Manager for Finance Modernization & Digital Transformation to lead end-to-end finance modernization initiatives, collaborating with CFOs and finance leadership. The role covers FP&A, treasury, data analytics, automation, ERP implementations, and controllership modernization.

You will guide data-driven finance transformations, drive practical technology solutions, and mentor junior team members while supporting practice growth. Travel up to 50% is required.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Engineering, Business Analytics, Data Science, Computer Science, Information Systems, or a related field; MBA or advanced degree preferred.
• 8–12+ years of relevant experience in management consulting, finance transformation, financial advisory, data analytics, or technology-enabled operational improvement.
• Experience leading finance transformation, automation, analytics, or finance systems implementation projects.
• Strong 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 translate finance and business requirements into practical technology and process solutions.
• Experience managing client engagements, project teams, and implementation workstreams.
• Strong analytical, problem-solving, communication, and stakeholder management skills.
• Experience working with private equity firms or portfolio companies is preferred.
• Ability and willingness to travel up to 50%.

Responsibilities

• Lead finance modernization projects from assessment and solution design through implementation, working directly with CFOs and finance leadership teams.
• FP&A and Treasury: Improve budgeting, forecasting, cash flow visibility, and treasury processes through planning tools, predictive analytics, and automation.
• Data & Analytics: Lead financial data integration, transformation, and modeling initiatives to improve reporting, dashboards, and management insights.
• Finance Process Automation: Identify and implement automation opportunities across accounts payable, accounts receivable, invoice processing, purchase orders, and reconciliations.
• ERP and Finance Systems: Support ERP implementations, system enhancements, data migration, and integration of finance technology platforms.
• Controllership Modernization: Streamline financial close, consolidation, reconciliations, and reporting processes through improved workflows and automation.
• AI and Emerging Technologies: Identify practical applications of AI, machine learning, and intelligent automation across finance processes.
• Manage project workstreams, teams, timelines, and deliverables, ensuring solutions are implemented successfully and deliver measurable results.
• Work directly with client stakeholders to define requirements, evaluate technology solutions, and drive adoption.
• Develop and mentor junior team members and contribute to proposals, solution development, and practice growth.

Skills

Finance modernization

FP&A

Treasury

Data analytics

Automation

ERP systems

Education

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

MBA or advanced degree preferred

Tools

SQL

Python

Snowflake

Power BI

Tableau

Job description

Alvarez & Marsal seeks a Manager for Finance Modernization & Digital Transformation to lead end-to-end finance modernization initiatives, collaborating with CFOs and finance leadership. The role covers FP&A, treasury, data analytics, automation, ERP implementations, and controllership modernization.

You will guide data-driven finance transformations, drive practical technology solutions, and mentor junior team members while supporting practice growth. Travel up to 50% is required.