PE CFO Services Associate - Finance & Treasury

Alvarez & Marsal; Tampa (FL); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Holidays

Job summary

Alvarez & Marsal is seeking an Associate for CFO Services within Private Equity Performance Improvement to help transform finance, treasury and liquidity management for portfolio companies. You will work on 13-week cash flows, financial modeling, and take part in initiatives across IT, treasury and supply chain.

The role requires 3-5+ years in finance/accounting, CPA/MBA preferred, and willingness to travel up to 80% across US locations. A/M offers competitive salary and discretionary bonus.

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field with 3-5+ years of related roles; PE/consulting experience valued.
• MBA or advanced degree or certification preferred (CPA, CFA, etc.).
• Willingness to travel up to 80% across US locations.

Responsibilities

• Support CFO services for private equity portfolio companies, driving improvements in finance, treasury and liquidity management.
• Develop and review financial models and cash flow projections, including 13-week cash flows.
• Collaborate across IT, operations, and finance to deliver time-sensitive projects and recommendations.

Skills

Finance knowledge

Financial modeling

Excel skills

PowerPoint skills

Time management

Client relationship

Education

Bachelor's in Business

MBA preferred

CPA or CFA preferred

Tools

Tableau

Think-Cell

Job description

Alvarez & Marsal is seeking an Associate for CFO Services within Private Equity Performance Improvement to help transform finance, treasury and liquidity management for portfolio companies. You will work on 13-week cash flows, financial modeling, and take part in initiatives across IT, treasury and supply chain.

The role requires 3-5+ years in finance/accounting, CPA/MBA preferred, and willingness to travel up to 80% across US locations. A/M offers competitive salary and discretionary bonus.