Senior Associate, CFO Services for PE Portfolio Growth

Alvarez & Marsal; Boston (MA); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Healthcare plans

Flexible spending accounts

Life insurance

AD&D

Disability coverages

401(k) retirement plan

Job summary

Alvarez & Marsal seeks a Senior Associate for CFO Services (PEPI). You will lead data collection, validation, and analysis to drive client outcomes. The role emphasizes developing robust financial models and compelling presentations for strategic planning and liquidity forecasting.

Ideal candidates have a 4‑year degree and 3–7 years in accounting/finance, with strong Excel/PowerPoint skills and a track record of delivering actionable, data‑driven insights. Salary offers range with benefits.

Qualifications

• Bachelor's degree in accounting, finance, economics or related field.
• 3-7 years of experience in accounting/finance, due diligence, restructuring, investment banking or PE.
• Experience building integrated financial models with strong Excel and PowerPoint skills.

Responsibilities

• Data collection, validation and analysis to support client engagements.
• Develop financial models (three‑statement, liquidity forecasting) and client presentations.
• Lead interviews, identify data gaps, and present fact‑based analytics.
• Improve management reporting and forecasting with clear storytelling.

Skills

Financial modeling

Excel

Forecasting

Business analysis

Education

Bachelor's degree in accounting, finance, economics

Tools

PowerPoint

Job description

Alvarez & Marsal seeks a Senior Associate for CFO Services (PEPI). You will lead data collection, validation, and analysis to drive client outcomes. The role emphasizes developing robust financial models and compelling presentations for strategic planning and liquidity forecasting.

Ideal candidates have a 4‑year degree and 3–7 years in accounting/finance, with strong Excel/PowerPoint skills and a track record of delivering actionable, data‑driven insights. Salary offers range with benefits.