PE CFO Services Associate — Growth, Turnaround, Travel

Alvarez & Marsal; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Alvarez & Marsal Private Equity Performance Improvement – Associate: CFO Services is seeking a seasoned professional to support CFO services within our PEPI team across multiple U.S. locations, including Charlotte.

The role emphasizes financial analysis, modeling, and strategic advisory for portfolio companies. The ideal candidate has 4–7+ years in related fields, a CPA preference, and strong MS Excel/PowerPoint and data-tools proficiency.

Qualifications

• 4–7+ years of relevant work experience in management consulting, investment banking, private equity, corporate strategy, or related field (e.g., Treasury, Sourcing, Supply Chain, Corporate Finance).
• Bachelor’s degree or higher from an accredited 4‑year institution.
• Strong expertise with data and analytics tools such as Microsoft Excel, PowerBI, Alteryx, Tableau, etc.
• Flexibility to travel up to 80% of the time at short/immediate notice.

Skills

Excel

PowerPoint

Data analytics

PowerBI

Tableau

Alteryx

think-cell

Education

Bachelor's degree

4-year degree

Tools

PowerBI

Tableau

Alteryx

think-cell

Excel

PowerPoint

Job description

Alvarez & Marsal Private Equity Performance Improvement – Associate: CFO Services is seeking a seasoned professional to support CFO services within our PEPI team across multiple U.S. locations, including Charlotte.

The role emphasizes financial analysis, modeling, and strategic advisory for portfolio companies. The ideal candidate has 4–7+ years in related fields, a CPA preference, and strong MS Excel/PowerPoint and data-tools proficiency.