Working Capital & CFO Services Associate

Alvarez & Marsal; San Francisco (CA); Presencial; USD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonus

Travel up to 80%

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Excel

PowerPoint

Analytical skills

Project management

Client relationship building

Critical thinking

Educación

Bachelor’s degree

CPA preferred

Herramientas

Tableau

PowerBI

Alteryx

Think-cell

Descripción del empleo

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