Finance Transformation Manager — Modernize & Automate Finances

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

Benefits offered by this job

Healthcare plans

401(k)-retirement plan

Paid time off

Job summary

Alvarez & Marsal is seeking a Manager to lead Finance Modernization & Digital Transformation across FP&A, treasury, and controllership. You will collaborate with CFOs and finance leaders to design practical technology-enabled solutions that improve efficiency, accuracy, and decision-making.

The role emphasizes data analytics, automation, ERP system enhancements, and mentoring junior staff. Travel up to 50% is expected as projects span private equity clients and portfolio companies.

Qualifications

• 8–12+ years of relevant experience in management consulting, finance transformation, data analytics, or technology-enabled improvement.
• Experience leading finance transformation, automation, analytics, or finance systems implementations.
• Strong understanding of FP&A, treasury, financial reporting, controllership, and working capital.
• Ability to translate finance needs into practical technology and process solutions.
• Experience with private equity clients is preferred.

Responsibilities

• Lead finance modernization projects from assessment to 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

Project management

Stakeholder management

Analytical problem solving

Communication

Education

Bachelor's degree in Finance, Accounting, Business, Engineering, or related field

MBA or advanced degree preferred

Tools

SQL

Python

Snowflake

Power BI

Tableau

Job description

Alvarez & Marsal is seeking a Manager to lead Finance Modernization & Digital Transformation across FP&A, treasury, and controllership. You will collaborate with CFOs and finance leaders to design practical technology-enabled solutions that improve efficiency, accuracy, and decision-making.

The role emphasizes data analytics, automation, ERP system enhancements, and mentoring junior staff. Travel up to 50% is expected as projects span private equity clients and portfolio companies.