Tech PE Performance Improvement Associate - M&A/Turnaround

Alvarez & Marsal; San Francisco (CA); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement savings

Paid time off and holidays

Job summary

Alvarez & Marsal seeks a seasoned consultant to lead Private Equity Performance Improvement engagements in the U.S. You will own financial models, run analyses, and design cost optimization initiatives across buy-side and sell-side engagements.

You will manage workstreams, support due diligence, and assist in business development while partnering with senior leaders on cross-functional transformations. Strong Excel/PowerPoint skills and travel up to 25% are expected.

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 leading one or more of the following areas: Finance, Accounting, HR, and Organizational Design.

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 but not limited to 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

Consulting experience

Financial due diligence

Integration planning

Financial modeling

Education

Bachelor's degree

Tools

Salesforce

Pricing tools

Job description

Alvarez & Marsal seeks a seasoned consultant to lead Private Equity Performance Improvement engagements in the U.S. You will own financial models, run analyses, and design cost optimization initiatives across buy-side and sell-side engagements.

You will manage workstreams, support due diligence, and assist in business development while partnering with senior leaders on cross-functional transformations. Strong Excel/PowerPoint skills and travel up to 25% are expected.