PE CFO Services Associate | Finance & Treasury

Alvarez & Marsal; Torch of Friendship (FL); Remote; USD 100,000 - 130,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Paid time off

Job summary

Alvarez & Marsal (A&M) invites applications for an Associate in CFO Services - Finance, Treasury and Liquidity Management. This role, open to all U.S.

locations, supports performance improvement across private equity portfolio companies, delivering sustainable cash flow enhancements and strengthened financial controls. Ideal candidates hold a Bachelor’s in business/finance with 3–5+ years of related experience; MBA or CPA/CFA is preferred, and travel up to 80% is expected.

Qualifications

• Bachelor’s degree in business/finance or related field.
• MBA or CPA/CFA preferred.
• Up to 80% travel within the U.S.

Responsibilities

• Assist CFO services on performance improvement projects for portfolio companies.
• Develop cash flow models and 13-week cash flow analyses.
• Support treasury and cash management initiatives.
• Collaborate with PE clients and internal teams to drive improvements.
• Present findings and recommendations to senior stakeholders.

Skills

Financial modeling

Excel

PowerPoint

Data synthesis

Analytical thinking

Communication

Education

Bachelor’s Degree in Business Administration, Accounting, Finance, or related field

MBA or advanced degree

CPA/CFA preferred

Tools

Tableau

Think-Cell

Job description

Alvarez & Marsal (A&M) invites applications for an Associate in CFO Services - Finance, Treasury and Liquidity Management. This role, open to all U.S.

locations, supports performance improvement across private equity portfolio companies, delivering sustainable cash flow enhancements and strengthened financial controls. Ideal candidates hold a Bachelor’s in business/finance with 3–5+ years of related experience; MBA or CPA/CFA is preferred, and travel up to 80% is expected.