Senior Finance Transformation & Digital Automation Lead

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

Job summary

Alvarez & Marsal in the United States seeks a Senior Associate to lead finance modernization and digital transformation for private equity portfolio companies. You will drive FP&A, treasury, controllership, and ERP initiatives, delivering data-driven insights and automation to improve performance.

You will mentor junior team members, collaborate with cross-functional teams, and travel up to 50% as required to client sites, delivering measurable value across financial processes and technology

Qualifications

• Bachelor's degree in finance, accounting, or related field; MBA preferred.
• 5–9+ years in management consulting or finance transformation.
• Experience with data analytics and finance systems implementation.

Responsibilities

• Lead defined workstreams within finance modernization and digital transformation projects.
• Design and implement budgeting, forecasting, cash-flow visibility, and treasury improvements.
• Develop dashboards and reporting solutions from financial data.
• Drive ERP implementation and optimization with data migration and testing.
• Mentor junior team members and present findings to client leadership.

Skills

SQL

Python

Snowflake

Power BI

Tableau

Education

Bachelor's + MBA preferred

Tools

ERP systems

Automation technologies

Job description

Alvarez & Marsal in the United States seeks a Senior Associate to lead finance modernization and digital transformation for private equity portfolio companies. You will drive FP&A, treasury, controllership, and ERP initiatives, delivering data-driven insights and automation to improve performance.

You will mentor junior team members, collaborate with cross-functional teams, and travel up to 50% as required to client sites, delivering measurable value across financial processes and technology