PE CFO Services Associate - Performance Improvement

Alvarez & Marsal; Charlotte (NC); Remote; USD 100,000 - 130,000; Full time

Job summary

Alvarez & Marsal (A&M) is a global consulting firm seeking an Associate for CFO Services within the Private Equity Performance Improvement (PEPI) practice. The role focuses on transforming finance and accounting functions for PE-backed portfolio companies, delivering improvements across people, processes, and technology.

You will partner with clients to improve cash flow, EBITDA, and financial transparency, with a hands-on, data-driven approach and cross-functional collaboration across teams.

Qualifications

• Bachelor’s Degree in Business Administration, Accounting, Finance, or related field; 3–5+ years of previous related accounting/finance roles, performance improvement operations consulting, accounting diligence, or restructuring experience.
• MBA or other advanced degree or certification preferred (e.g., CPA, CFA).
• Flexibility to travel up to 80% of the time.

Responsibilities

• Develop findings and making strategic recommendations.
• Strong written, oral and analytical skills.
• Strong Excel and PowerPoint skills.
• Structured project management (time, team and work-streams management).
• Initiative and drive.
• Critical thinking skills.
• Ability to deliver time-pressured project on-time and on-quality.
• Flexible and creative thinking.
• Client relationship building.

Job description

Alvarez & Marsal (A&M) is a global consulting firm seeking an Associate for CFO Services within the Private Equity Performance Improvement (PEPI) practice. The role focuses on transforming finance and accounting functions for PE-backed portfolio companies, delivering improvements across people, processes, and technology.

You will partner with clients to improve cash flow, EBITDA, and financial transparency, with a hands-on, data-driven approach and cross-functional collaboration across teams.