PEPI CFO Services Associate- Turnaround & Strategy (Travel)

Alvarez & Marsal; Phoenix (AZ); 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 Associate role focuses on finance and accounting, with emphasis on cash-flow modeling, data analysis, and strategic recommendations.

Candidates should have 7–10+ years in relevant fields, a bachelor’s degree, and strong Excel/PowerBI/Tableau skills. Travel up to 80% is required; a discretionary bonus program is offered.

Qualifications

• 7–10+ years of relevant experience in management consulting, investment banking, private equity, corporate strategy or a related field.
• Bachelor’s degree or higher from an accredited four‑year institution.
• Strong expertise with data and analytics tools such as Microsoft Excel, PowerBI, Alteryx, Tableau.
• Flexibility to travel up to 80% of the time at short or immediate notice.

Responsibilities

• Structure work plans and manage time‑sensitive projects through completion.
• Develop findings and make strategic recommendations.
• Contribute to financial modeling and financial statement analysis.
• Engage in treasury/cash management and potential systems implementation activities.

Skills

Synthesizing insights

Written & verbal communication

Analytical skills

Excel

PowerPoint

Project management

Initiative

Critical thinking

Client relationship building

Education

Bachelor's degree or higher

Tools

Microsoft Excel

PowerBI

Alteryx

Tableau

Job description

Alvarez & Marsal (A&M) is expanding its PEPI CFO Services team in the United States. The Associate role focuses on finance and accounting, with emphasis on cash-flow modeling, data analysis, and strategic recommendations.

Candidates should have 7–10+ years in relevant fields, a bachelor’s degree, and strong Excel/PowerBI/Tableau skills. Travel up to 80% is required; a discretionary bonus program is offered.