Senior Associate, CFO Services — PE Value & Forecasting

Alvarez & Marsal; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Job summary

Alvarez & Marsal, a leading global professional services firm, is seeking a PEPI CFO Services Senior Associate in Atlanta. You will lead data collection and analysis, build financial models, and support client interviews and reporting to drive cash and EBITDA improvements.

You will develop forecast narratives, present insights to clients, and collaborate with teams to deliver practical, value-adding solutions on cross-functional projects.

Qualifications

• Graduate degree preferred in accounting, finance, or economics.
• 3–7 years of experience in Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity.
• Experience building integrated financial models and strong Excel/PowerPoint skills.

Responsibilities

• Develop information requests based on project scope.
• Lead client interviews and gather meaningful data.
• Identify information gaps and perform trend analysis.
• Deep dive data, improve management reporting and forecasting.
• Develop storyline messages with supporting facts for presentations.

Skills

Excel

PowerPoint

Financial Modeling

Data Analysis

Forecasting

Education

Bachelor's degree in accounting/finance/economics

Tools

Excel

PowerPoint

Job description

Alvarez & Marsal, a leading global professional services firm, is seeking a PEPI CFO Services Senior Associate in Atlanta. You will lead data collection and analysis, build financial models, and support client interviews and reporting to drive cash and EBITDA improvements.

You will develop forecast narratives, present insights to clients, and collaborate with teams to deliver practical, value-adding solutions on cross-functional projects.