Senior Associate, Tech PE Transformation & M&A

Alvarez & Marsal; Chicago (IL); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off

Job summary

Alvarez & Marsal is seeking a seasoned consultant to contribute to PE/ corporate performance improvement engagements. You will lead analyses, develop financial models, and design cost optimization initiatives for software/tech clients, with opportunities to shape deal lifecycle and integration planning.

The role emphasizes client delivery, cross-functional collaboration, and travel up to 25%, offering growth in a globally connected firm with extensive leadership exposure.

Qualifications

• Bachelor's degree with outstanding academic performance.
• 3–5+ years of professional consulting experience with software and technology-oriented clients specializing in buy-side and sell-side operational due diligence, financial due diligence, synergy and carve-out assessments, performance improvement, transaction execution (merger integration, separation planning), TSAs, Day 1 Readiness, and post-close execution.
• Experience leading work streams in a business transformation.
• Functional involvement in Finance, Accounting, HR, and Organizational Design; leadership and stakeholder engagement; communications planning; supply chain and operations; Salesforce, marketing, pricing, and margin optimization.

Responsibilities

• Preparation of major client deliverables, including full ownership of the financial model and presentation with limited support by senior project team.
• Actively leading detailed analyses to support project objectives and client needs.
• Design and implement tailored cost optimization initiatives that align with the unique needs and strategic goals of each business.
• Lead workstreams, including synergy assessment, cost savings initiatives, org design, financial baseline, etc.
• Assist in the core operational due diligence and performance improvement, helping identify key risks, assess the overall business and create key analyses to support the engagement.
• Develop project plans, timelines, and deliverables, ensuring alignment with client objectives and expectations.
• Support business development efforts by contributing to proposals and client presentations.

Skills

Advanced Excel

PowerPoint

Communication skills

Education

Bachelor's degree with outstanding academic performance

Tools

Salesforce

Marketing

Pricing

Margin Optimization

Job description

Alvarez & Marsal is seeking a seasoned consultant to contribute to PE/ corporate performance improvement engagements. You will lead analyses, develop financial models, and design cost optimization initiatives for software/tech clients, with opportunities to shape deal lifecycle and integration planning.

The role emphasizes client delivery, cross-functional collaboration, and travel up to 25%, offering growth in a globally connected firm with extensive leadership exposure.