Senior Associate, CFO Services - PE-Backed Transformation

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

Benefits offered by this job

Healthcare plans

Flexible spending accounts

Life insurance

AD&D

Disability coverage

401(k) retirement plan

Discretionary 401(k) match

Paid time off

Sick time (82 hours)

10 federal holidays

Floating holiday

Parental leave

Job summary

Alvarez & Marsal in the United States seeks a Senior Associate for CFO Services to support PE‑backed portfolio companies with analytics, forecasting and value creation initiatives.

The role focuses on data collection, financial modeling (three‑statement forecasts and liquidity), and presenting insights with clear storytelling. Strong Excel and PowerPoint skills and 3–7 years in accounting/finance are required, with a degree in finance or related field.

Qualifications

• Graduate of an accredited 4-year college/university with a concentration in accounting, finance, economics, or a related field (preferred but not required).
• 3–7 years of experience in accounting/finance, financial due diligence, restructuring, investment banking, or private equity.
• Experience building integrated financial models with strong Excel and PowerPoint skills.

Responsibilities

• Develop information requests based on the project scope and lead client interviews to gather data.
• Develop financial models (three‑statement forecast, liquidity forecasting) and client presentations independently.
• Develop bespoke solutions with creative approaches during unprecedented times.
• Promote a team environment and coach teammates.
• Understand impacts on profit and balance sheet from changes to operating levers.

Skills

Financial modeling

Excel

PowerPoint

Data analysis

Communication

Education

Bachelor's degree in accounting, finance, economics, or related field

Tools

Excel

Job description

Alvarez & Marsal in the United States seeks a Senior Associate for CFO Services to support PE‑backed portfolio companies with analytics, forecasting and value creation initiatives.

The role focuses on data collection, financial modeling (three‑statement forecasts and liquidity), and presenting insights with clear storytelling. Strong Excel and PowerPoint skills and 3–7 years in accounting/finance are required, with a degree in finance or related field.