Strategic PE CFO Services Manager

Alvarez & Marsal; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

Alvarez & Marsal in Chicago is seeking a Manager in PEPI CFO Services to lead data collection, validation, and analysis for portfolio companies. The role supports liquidity optimization, planning, and performance measurement to drive EBITDA and cash improvements.

Responsibilities include guiding teams, conducting client interviews, and identifying knowledge gaps. A track record in accounting/finance, strong modeling and presentation skills, and CPA/CFA or equivalent are valued assets.

Qualifications

• Bachelor’s degree in accounting/finance/economics preferred but not required.
• 7–10 years of experience in Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity.
• Proficient financial models, data analytics programs, and presentation skills.

Responsibilities

• Guide information gathering and ensure all relevant sources are pursued.
• Lead client interviews and understand stakeholder perspectives.
• Forecast liquidity needs and identify process inefficiencies.
• Present issues and opportunities clearly and concisely.
• Understand finance processes and general ledger consolidation for value creation.

Skills

Financial modeling

Data analytics

Presentation skills

Leadership

Education

Bachelor’s degree in accounting/finance/economics

Job description

Alvarez & Marsal in Chicago is seeking a Manager in PEPI CFO Services to lead data collection, validation, and analysis for portfolio companies. The role supports liquidity optimization, planning, and performance measurement to drive EBITDA and cash improvements.

Responsibilities include guiding teams, conducting client interviews, and identifying knowledge gaps. A track record in accounting/finance, strong modeling and presentation skills, and CPA/CFA or equivalent are valued assets.