Senior Finance Transformation & AI-Powered Automation

Alvarez & Marsal; San Francisco (CA); On-site; USD 150,000 - 170,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Paid time off

Job summary

Alvarez & Marsal in San Francisco seeks a Senior Associate for Finance Modernization & Digital Transformation. You will drive FP&A, treasury, and controllership improvements through analytics, automation, and ERP initiatives.

Role emphasizes data-driven finance, AI-enabled processes, and cross-functional collaboration with PE clients. Travel up to 50% may be required; strong communication and mentoring are essential.

Qualifications

• 5–9+ years of relevant experience in management consulting and finance transformation.
• Experience delivering finance transformation, automation, analytics, or finance systems implementation.
• Strong understanding of FP&A, treasury, financial reporting, controllership, and working capital.
• Experience with data analytics technologies to build finance solutions.

Responsibilities

• Lead defined workstreams within finance modernization projects from design to implementation.
• Design improvements to budgeting, forecasting, cash flow visibility, and treasury processes.
• Lead data integration, transformation, and modeling for dashboards and insights.
• Develop automation across AP/AR, invoicing, and reconciliations.
• Drive ERP implementation and optimization, including data migration and testing.
• Modernize controllership: close, consolidation, reconciliations, reporting.
• Apply AI and intelligent automation to finance processes.
• Manage deliverables, timelines, and client coordination.
• Translate finance needs into technical solutions with cross-functional teams.
• Develop and present financial analyses and recommendations.
• Mentor junior team members and contribute to practice initiatives.

Skills

Analytical thinking

Communication skills

Problem-solving

Project management

Education

Bachelor's degree in Finance/Accounting/Business/Engineering/Business Analytics/Data Science/CS/IS

MBA or advanced degree preferred

Tools

SQL

Python

Snowflake

Power BI

Tableau

Job description

Alvarez & Marsal in San Francisco seeks a Senior Associate for Finance Modernization & Digital Transformation. You will drive FP&A, treasury, and controllership improvements through analytics, automation, and ERP initiatives.

Role emphasizes data-driven finance, AI-enabled processes, and cross-functional collaboration with PE clients. Travel up to 50% may be required; strong communication and mentoring are essential.