PEPI CFO Services Associate: Finance Strategy & Turnaround

Alvarez & Marsal; San Francisco (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Alvarez & Marsal is expanding its Private Equity Performance Improvement – CFO Services team and seeks a PEPI CFO Services Associate in the United States. The role requires 7–10+ years of experience in management consulting, investment banking, private equity or related fields, plus a bachelor’s degree or higher and strong data analytics tools.

The position offers a salary range of $120,000–$160,000 with a discretionary bonus and travel up to 80% of the time.

Qualifications

• 7–10+ years in management consulting, investment banking, PE or related fields.
• Bachelor’s degree or higher from a four-year institution.
• Strong data/analytics tools such as Excel, PowerBI, Alteryx or Tableau.
• Willingness to travel up to 80% on short or immediate notice.

Responsibilities

• Develop findings and make strategic recommendations.
• Structure work plans and manage time‑sensitive projects.
• Conduct financial analysis and modeling as needed.
• Build client relationships and deliver results on time.

Skills

Insight synthesis

Written & analytical skills

Excel & PowerPoint

Project management

Initiative & drive

Critical thinking

Timely delivery

Client relations

Education

Bachelor's degree or higher

Tools

PowerBI

Alteryx

Tableau

Excel

Job description

Alvarez & Marsal is expanding its Private Equity Performance Improvement – CFO Services team and seeks a PEPI CFO Services Associate in the United States. The role requires 7–10+ years of experience in management consulting, investment banking, private equity or related fields, plus a bachelor’s degree or higher and strong data analytics tools.

The position offers a salary range of $120,000–$160,000 with a discretionary bonus and travel up to 80% of the time.