Senior Associate, CFO Services — PE Finance & Transformation

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

Benefits offered by this job

Healthcare plans

Flexible spending accounts

Discretionary bonus

Job summary

Alvarez & Marsal seeks a Senior Associate for CFO Services to work with private equity‑held portfolio companies. You will lead data collection, validation, and analysis, build financial models, and deliver insights to improve cash flow and EBITDA.

Responsibilities include client interviews, forecasting, and presenting data-driven storylines with accurate branding standards. The role emphasizes teamwork, rigorous financial analysis, and the ability to develop bespoke solutions amid changing

Qualifications

• 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 specific project scope.
• Lead client interviews and gather meaningful data.
• Identify information gaps through trend analysis and pattern recognition.
• Investigate beyond the first logical answer with fact-based analytics.
• Deep dive into data, improve management reporting, and develop forecasting.

Skills

Financial analysis

Due diligence

Forecasting

Communication

Education

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

Tools

Excel

PowerPoint

Job description

Alvarez & Marsal seeks a Senior Associate for CFO Services to work with private equity‑held portfolio companies. You will lead data collection, validation, and analysis, build financial models, and deliver insights to improve cash flow and EBITDA.

Responsibilities include client interviews, forecasting, and presenting data-driven storylines with accurate branding standards. The role emphasizes teamwork, rigorous financial analysis, and the ability to develop bespoke solutions amid changing