Senior Associate, CFO Services — Private Equity Growth

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

Benefits offered by this job

Healthcare plans

Flexible spending accounts

Savings accounts

Life insurance

AD&D

Disability insurance

401(k) retirement plan

Job summary

Alvarez & Marsal in Philadelphia seeks a Senior Associate for CFO Services (PEPI) to support private equity‑held portfolio companies with data collection, analytics and forecasting. You will build financial models and present findings to clients.

This role emphasizes collaboration, rigorous analysis, and delivering actionable insights with strong Excel and PowerPoint skills; travel may be required.

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.
• Graduate of an accredited 4-year college/university with a concentration in accounting, finance, economics, or a related field (preferred but not required).

Responsibilities

• Develop information requests based on project scope and lead client interviews.
• Build three‑statement forecasts and liquidity models for presentations.
• Improve management reporting and forecasting with fact-based analytics.
• Prepare storyline messages and ensure branding standards in client materials.
• Collaborate with the team and manage project timelines.

Skills

Financial modeling

Advanced Excel

PowerPoint

Data analysis

Education

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

Job description

Alvarez & Marsal in Philadelphia seeks a Senior Associate for CFO Services (PEPI) to support private equity‑held portfolio companies with data collection, analytics and forecasting. You will build financial models and present findings to clients.

This role emphasizes collaboration, rigorous analysis, and delivering actionable insights with strong Excel and PowerPoint skills; travel may be required.