PEPI CFO Services Associate — Turnaround & Finance Analytics

Alvarez & Marsal; Philadelphia (Philadelphia County); On-site; USD 120,000 - 160,000; Full time

Job summary

Alvarez & Marsal (A&M) is expanding its PEPI CFO Services team in the United States. The PEPI CFO Services Associate will bring strong finance and accounting knowledge, advanced modeling, and experience shaping time‑critical client projects.

Preference for CPAs and familiarity with PowerBI, Tableau, Alteryx, and Think-Cell is noted. Candidates should have 7–10+ years in related fields, bachelor’s degree, and the ability to travel up to 80% on short notice.

Qualifications

• Solid understanding of finance and accounting, with a preference for CPAs.
• Experience structuring work plans and managing time‑sensitive projects through completion.
• Developing findings and making strategic recommendations.
• Strong financial modeling and financial statement analysis; 13‑week cash‑flow modeling preferred; Tableau and think‑cell a plus.
• Treasury / cash management experience is a strong plus.
• Systems implementation experience is a plus.

Skills

Data synthesis

Written & verbal communication

Excel

PowerPoint

Project management

Critical thinking

Time management

Client relationship building

Team collaboration

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerBI

Alteryx

Tableau

Job description

Alvarez & Marsal (A&M) is expanding its PEPI CFO Services team in the United States. The PEPI CFO Services Associate will bring strong finance and accounting knowledge, advanced modeling, and experience shaping time‑critical client projects.

Preference for CPAs and familiarity with PowerBI, Tableau, Alteryx, and Think-Cell is noted. Candidates should have 7–10+ years in related fields, bachelor’s degree, and the ability to travel up to 80% on short notice.