PE CFO Services Associate: Working Capital

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

Job summary

Alvarez & Marsal Private Equity Performance Improvement – Associate: CFO Services is expanding its PEPI – CFO Services team in the U.S. This role requires strong finance skills, data analytics, and the ability to manage time‑sensitive projects for private equity clients. Travel up to 80% may be required.

The candidate should have 4–7+ years of relevant experience and a Bachelor’s degree or higher. Proficiency in Excel, PowerBI, Tableau, and Alteryx is preferred.

Qualifications

• 4–7+ years of relevant work experience in management consulting, investment banking, private equity, corporate strategy, or related field.
• 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.

Responsibilities

• Synthesize meaningful insights from data, opinions, or facts.
• Develop findings and make strategic recommendations for client portfolios.
• Manage time‑sensitive projects by structuring work plans and leading the process to completion.
• Deliver high‑quality financial modeling and client presentations.

Skills

Financial analysis

Strong analytical skills

Written & oral communication

Structured project management

Initiative and drive

Education

Bachelor’s degree or higher

Tools

Excel

PowerBI

Tableau

Alteryx

Job description

Alvarez & Marsal Private Equity Performance Improvement – Associate: CFO Services is expanding its PEPI – CFO Services team in the U.S. This role requires strong finance skills, data analytics, and the ability to manage time‑sensitive projects for private equity clients. Travel up to 80% may be required.

The candidate should have 4–7+ years of relevant experience and a Bachelor’s degree or higher. Proficiency in Excel, PowerBI, Tableau, and Alteryx is preferred.