Operations Analyst, Valuation Services

Alvarez & Marsal; Chicago (IL); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement savings

Paid time off

Job summary

Alvarez & Marsal in Chicago seeks an experienced Operations Analyst within Valuation Services to provide high-level operational support, manage project workstreams, billing, and profitability analysis. The role partners with leadership and sits with the global operations team on a three-day on-site hybrid schedule.

You will maintain client engagement files, oversee timesheets and invoicing, support onboarding, and assist with staffing and GCC coordination.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years of related work experience.
• Proficient with Microsoft Office Suite: Word, Outlook, Excel, PowerPoint.

Responsibilities

• Coordinate with service lines or teams as the entry point for workstreams.
• Assist with client onboarding and project setup, including codes and letters.
• Support collections, AR, and WIP reporting for leadership review.
• Maintain project folders per firm policy and run timesheet inquiries.
• Prepare client invoices and oversee the billing process from start to finish.
• Update client CRM data for accurate reporting and communications.

Skills

Microsoft Office Suite

Excel

PowerPoint

Word

Outlook

Communication

Billing

CRM / Salesforce

Education

Bachelor’s degree

Tools

BOX

Teams

SharePoint

Salesforce

Agresso

Prime

Job description

Description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action- and results-oriented professionals. We take a hands-on approach to solving our clients' problems and helping them reach their potential. A&M is different by design: we give people ownership and impact from day one, fuel development through real opportunity, and provide direct access to leaders who invest in our growth. Our culture celebrates independent thinkers and doers who positively impact clients and shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at A&M.

The Team

A&M’s Valuation Services practice is seeking an experienced Operations Analyst to provide high level operational support to its Valuation Services practice. The team is seeking someone who can partner with leadership specific to managing project workstreams, including billing for multi-practice engagements, provide leadership with analysis of engagement profitability and staff utilization; maintain staff compliance with filing requirements and develop solutions to help the practice serve clients efficiently. The ideal candidate is a self-starter and can operate independently with general direction from leadership. This role is structurally aligned to support and partner with Managing Directors, sitting in the global operations business unit. This role is based in the Chicago office and follows a three-day on-site hybrid schedule.

How you will contribute

• Acts as the starting point of coordination with a specific service line or team.


• Acts as the main point of contact for client onboarding assistance, including opening project codes and creating basic engagement letters, leveraging templates as appropriate.


• Support financial and working capital reviews through assisting with collections, accounts receivable and WIP (Work-In-Progress) credits and creating status reports for leadership review.


• Create, organize, and maintain project file folders in compliance with firm policies.


• Oversee timesheet inquiries and compliance, etc.


• Prepare client invoices and supervise billing processes from beginning to end.


• Interact with clients to request administrative information for engagement set-up and set-up calendar invites for calls.


• Use internal systems to provide fee history for reporting purposes.


• Run conflict checks as directed, including creation of memos.


• Update / maintain client CRM database for assigned teams to ensure real-time accuracy and accuracy of reporting.


• Assist with onboarding of new hires as directed.


• Responsible for time and expense entry for assigned MDs.


• Provide logistical support for event planning such as calendars, invites, ordering food and supplies.


• Support market recruiting coordination, including scheduling and candidate logistics.


• Assist with staffing processes, including matching resources to projects.


• Provide support related to Global Capability Center (GCC) coordination and communication.


• Additional duties and responsibilities as assigned by leadership.

Qualifications

• Bachelor’s degree preferred.


• 3-5 years of related work experience.


• Prior experience in an accounting or consulting firm, investment bank or independent valuation firm preferred.


• Proficient with Microsoft Office Suite: Word, Outlook, Excel, and PowerPoint.


• Proficient/experience with collaboration software, e.g. BOX, Teams, SharePoint, Salesforce, Agresso, or Prime.


• Basic knowledge of accounting and financial principles a plus.


• Strong oral and written communication skills.


• Can make conclusions independently to raise to leadership as appropriate.


• Ability to maintain thorough attention to detail.


• Effective organization and time management with proven ability to meet deadlines.


• Ability to take direction and feedback while working independently and in a team-driven environment.

Your journey at A&M

At A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way. We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs

The salary range is $75,000.00 - $90,000.00 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.