PE CFO Analytics & Transformation Associate

Alvarez & Marsal; Phoenix (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

Alvarez & Marsal is seeking a capable financial analyst for its CFO Services team in the Phoenix, AZ area. The role focuses on data collection, validation, and analysis to deliver fact-based insights that support value creation for private equity portfolios.

You will develop financial models and create client-ready tools and slides, collaborating across teams to ensure accurate, actionable outcomes. The position emphasizes strong Excel/PowerPoint skills, financial due diligence experience, and

Qualifications

• Graduate of accredited 4-year college/university with concentration in accounting/finance/economics preferred but not required.
• 2–4 years of experience in Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity.
• Experience in building integrated financial models and strong Excel/PowerPoint skills.

Responsibilities

• Collect, validate, and analyze relevant data to support fact-based analyses.
• Develop tools and templates; prepare client-ready slide decks and presentations.
• Manage projects and implement client solutions with independent work and quality checks.
• Demonstrate strong financial acumen with understanding of treasury and cash management.

Skills

Financial modeling

Excel

PowerPoint

Analytical thinking

Attention to detail

Education

Bachelor's degree in accounting / finance / economics

Tools

Excel

PowerPoint

Job description

Alvarez & Marsal is seeking a capable financial analyst for its CFO Services team in the Phoenix, AZ area. The role focuses on data collection, validation, and analysis to deliver fact-based insights that support value creation for private equity portfolios.

You will develop financial models and create client-ready tools and slides, collaborating across teams to ensure accurate, actionable outcomes. The position emphasizes strong Excel/PowerPoint skills, financial due diligence experience, and