Technology PE Performance Improvement Associate

Alvarez & Marsal

San Francisco (CA)

On-site

USD 100,000 - 170,000

Full time

14 days+

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Job summary

Alvarez & Marsal is seeking a Senior Associate for the Technology Industry Group – Private Equity. Based in San Francisco, you will help drive operating improvements, due diligence, integration planning, and value enhancement across technology portfolio companies.

The role demands leading workstreams, building financial models, and delivering client-ready analyses. Travel up to 25% is required; you should have 3–5+ years of consulting experience with software/tech clients and strong

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
Expertise in Role & Job Analysis, Leadership, and Stakeholder Engagement
Skilled in Communications Planning, Supply Chain, and Operations
Proficient in Salesforce, Marketing, Pricing, and Margin Optimization
Strong background in Knowledge Management and Program Leadership
Technology sector experience in M&A and performance improvement
Team‑oriented, adaptable, curious, and quick learner
Advanced Excel and PowerPoint skills; excellent communication abilities
Driven, critical thinker with strong initiative
Willing to travel up to 25%

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