Working Capital & CFO Services Associate

Alvarez & Marsal; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

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

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