Finance Transformation Lead for PEPI & Digital Analytics

Alvarez & Marsal; Dallas (TX); On-site; USD 125,000 - 190,000; Full time

Job summary

Alvarez & Marsal is seeking a senior finance advisory professional for our PEPI CFO Services practice in Dallas. The role focuses on digital finance transformation, analytics, and performance improvement for private equity portfolio companies, delivering EBITDA enhancements and transparent reporting.

You will guide client interviews, develop analyses, and lead workstreams across multiple service lines, building actionable plans and managing risk to drive value for clients.

Qualifications

• Experience in digital finance technologies including RPA, predictive forecasting, finance analytics, NLG, and data visualization.
• Over 8 years of experience related to accounting/finance, financial due diligence, restructuring, investment banking, or private equity.
• Complete proficiency in understanding financial models, data analytics, and presentation skills.
• Graduate of a four-year college/university with accounting/finance/economics preferred but not required.
• CPA, CFA, MBA, or master’s degree preferred but not required.

Responsibilities

• Lead client engagements to develop actionable financial improvement plans.
• Perform analyses to identify drivers and forecast EBITDA improvements.
• Manage project teams across service lines and control client expectations.
• Develop cash-generating initiatives and optimal organizational structures.
• Deliver financial statement analysis and P&L/B/S accountability.

Skills

Digital finance transformation

Finance analytics

Predictive forecasting

RPA

NLG

Financial modeling

Data visualization

Project management

Client relationship management

Education

CPA

CFA

MBA

Master’s degree

Tools

Financial modeling software

Job description

Alvarez & Marsal is seeking a senior finance advisory professional for our PEPI CFO Services practice in Dallas. The role focuses on digital finance transformation, analytics, and performance improvement for private equity portfolio companies, delivering EBITDA enhancements and transparent reporting.

You will guide client interviews, develop analyses, and lead workstreams across multiple service lines, building actionable plans and managing risk to drive value for clients.