Working Capital & CFO Services Associate

Alvarez & Marsal

San Francisco (CA)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Discretionary bonus

Travel up to 80%

Job summary

Alvarez & Marsal Private Equity Performance Improvement – Associate: CFO Services in San Francisco is seeking a seasoned professional to support portfolio companies by improving financial performance, leading work streams, and delivering strategic recommendations across treasury, cash flow, and reporting.

The role requires 4–7+ years in consulting, investment banking, private equity, or corporate finance, a Bachelor’s degree, strong Excel/PowerBI/Tableau skills, and the ability to travel up to

Qualifications

Bachelor’s degree or higher from an accredited 4‑year institution.
Strong expertise with data and analytics tools such as Excel, PowerBI, Tableau, etc.
A CPA is preferred; travel up to 80% with short notice.

Responsibilities

Support PE clients by improving financial performance and delivering strategic recommendations.
Lead work streams and manage time-sensitive projects to completion.
Develop findings and provide actionable guidance to portfolio companies.
Model financial scenarios including cash flows and reporting.
Collaborate with teams on data-driven insights and client communications.

Skills

Excel

PowerPoint

Analytical skills

Project management

Client relationship building

Critical thinking

Education

Bachelor’s degree

CPA preferred

Tools

Tableau

PowerBI

Alteryx

Think-cell

Job description

The role requires 4–7+ years in consulting, investment banking, private equity, or corporate finance, a Bachelor’s degree, strong Excel/PowerBI/Tableau skills, and the ability to travel up to

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