Senior Finance Modernization & Digital Transformation Lead

Alvarez & Marsal; Birmingham (AL); On-site; USD 150,000 - 170,000; Full time

Benefits offered by this job

Healthcare plans

Flexible spending accounts

Life insurance

AD&D insurance

Disability insurance

401(k) retirement plan

Paid time off

Job summary

Alvarez & Marsal (A&M) is seeking a Senior Associate for Finance Modernization & Digital Transformation in Birmingham, AL. You will lead defined workstreams across FP&A, treasury, data analytics, and automation, driving ERP and finance system improvements while mentoring junior staff.

The role emphasizes data-driven decision making, AI applications in finance, and close collaboration with client teams. Travel up to 50% is expected based on engagements.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Engineering, Business Analytics, Data Science, Computer Science, Information Systems, or a related field; MBA or advanced degree preferred.
• 5–9+ years of relevant experience in management consulting, finance transformation, financial advisory, data analytics, or technology-enabled operational improvement.
• Experience delivering finance transformation, automation, analytics, or finance systems implementation.
• Strong understanding of FP&A, treasury, financial reporting, controllership, and working capital management.
• Experience leveraging data and analytics technologies such as SQL, Python, Snowflake, Power BI, Tableau, or similar platforms to develop and implement finance solutions.
• Experience with ERP systems, financial planning applications, and automation technologies.
• Ability to translate finance and business requirements into practical technology and process solutions.
• Experience independently managing project workstreams, deliverables, and client interactions.
• Strong analytical, problem-solving, communication, and presentation skills.
• Experience working with private equity firms or portfolio companies is preferred.
• Ability and willingness to travel up to 50%.

Responsibilities

• Lead defined workstreams within finance modernization and digital transformation projects, from process assessment and solution design through implementation.
• FP&A and Treasury: Design and implement improvements to budgeting, forecasting, cash flow visibility, and treasury processes using planning tools, predictive analytics, and automation.
• Data & Analytics: Lead financial data integration, transformation, and modeling activities to develop dashboards, reporting solutions, and management insights.
• Finance Process Automation: Develop and implement automation solutions across accounts payable, accounts receivable, invoice processing, purchase orders, and reconciliations.
• ERP and Finance Systems: Execute ERP implementation and optimization workstreams, including system enhancements, data migration, testing, and finance technology integration.
• Controllership Modernization: Design and implement improvements to financial close, consolidation, reconciliations, and reporting through process redesign and automation.
• AI and Emerging Technologies: Identify and implement practical applications of AI, machine learning, and intelligent automation across finance processes.
• Manage workstream deliverables, timelines, and coordination with client stakeholders and project teams.
• Translate finance and business requirements into technical and process solutions, working with cross-functional teams to drive implementation.
• Develop and present financial analyses, findings, and recommendations to client finance teams and engagement leadership.
• Mentor junior team members and contribute to solution development and practice initiatives.

Skills

Finance transformation

Automation

Analytics

Project management

Client interactions

Education

Bachelor's degree in Finance, Accounting, Business, Engineering, Business Analytics, Data Science, CS, IS, or related field

MBA or advanced degree preferred

Tools

SQL

Python

Snowflake

Power BI

Tableau

Job description

Alvarez & Marsal (A&M) is seeking a Senior Associate for Finance Modernization & Digital Transformation in Birmingham, AL. You will lead defined workstreams across FP&A, treasury, data analytics, and automation, driving ERP and finance system improvements while mentoring junior staff.

The role emphasizes data-driven decision making, AI applications in finance, and close collaboration with client teams. Travel up to 50% is expected based on engagements.