Tech PE Strategy Associate - M&A & Performance

Alvarez & Marsal; City of Rochester (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement

Paid time off

Discretionary bonus

Federal holidays

Parental leave

Job summary

Alvarez & Marsal in Rochester, NY is seeking a performance improvement consultant within our Technology Industry Group. You will lead analyses, build financial models, and design cost optimization initiatives for buy-side and sell-side engagements across PE and corporate clients.

The role offers broad exposure, mentorship from senior leaders, and opportunities to travel up to 25% to support programs. Strong Excel and PowerPoint, plus knowledge of M&A, integration, and day-1 readiness are valued.

Qualifications

• Bachelor's degree with outstanding academic performance
• 2-4+ 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:

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 due diligence and performance improvement to identify risks and analyses.
• Develop project plans, timelines, and deliverables aligned with client goals.
• Support business development with proposals and client presentations.

Skills

Finance

Accounting

Organizational Design

Leadership

Communication

Excel

PowerPoint

M&A

Knowledge Management

Strategy

Stakeholder Engagement

Salesforce

Pricing

Margin Optimization

Education

Bachelor's degree

Tools

Salesforce

Marketing

Pricing

Margin Optimization

Job description

Alvarez & Marsal in Rochester, NY is seeking a performance improvement consultant within our Technology Industry Group. You will lead analyses, build financial models, and design cost optimization initiatives for buy-side and sell-side engagements across PE and corporate clients.

The role offers broad exposure, mentorship from senior leaders, and opportunities to travel up to 25% to support programs. Strong Excel and PowerPoint, plus knowledge of M&A, integration, and day-1 readiness are valued.