Senior Associate, Working Capital

About the role

The Private Equity Performance Improvement (PEPI) – CFO Services team at Alvarez & Marsal is expanding in various locations throughout the U.S. This team provides CFO Services including interim management, treasury/cash management, systems implementation, and more to middle market and large cap private equity firms.

Responsibilities

• Developing findings and making strategic recommendations based on financial models and financial statements.
• Managing projects with a structured work plan, ensuring timely completion.
• Implementing treasury and cash management systems.
• Using data analysis tools like Microsoft Excel, PowerBI, Alteryx, Tableau, and think-cell.
• Collaborating with team members to deliver time-sensitive projects.
• Building client relationships and synthesizing insights from data.

Requirements

• At least 7-10 years of relevant work experience in areas such as Management Consulting, Investment Banking, Private Equity, Corporate Strategy, Treasury, Sourcing, Supply Chain, Corporate Finance, etc.
• A Bachelor’s degree or higher from an accredited 4-year institution.
• Strong expertise with data and analytics tools like Microsoft Excel, PowerBI, Alteryx, Tableau, etc.
• Flexibility to travel up to 80% of the time at short/immediate notice.

Qualifications

• Strong financial modeling experience and understanding of financial statements.
• Experience with Tableau and think-cell software.
• Treasury and cash management experience.
• Systems implementation experience.

Skills

• Excellent written, oral, and analytical skills.
• Advanced Excel and PowerPoint skills.
• Effective project management skills (time, team, and work-streams).
• Proactive and creative thinking.
• Strong client relationship building skills.

Benefits

Alvarez & Marsal offers a competitive salary range of $120,000 - $160,000 annually, dependent on several variables including education, experience, skills, and geography. Additionally, the firm provides a discretionary bonus program based on individual and firm performance.

Pay

The salary range is $120,000-$160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography.

Schedule

The position requires flexibility to travel up to 80% of the time at short/immediate notice.

Company Culture

Alvarez & Marsal fosters an inclusive environment where diversity, inclusion, and respect are valued. The firm's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide its operations and attract individuals who thrive in a collaborative and supportive workplace.

Equal Opportunity Employer

Alvarez & Marsal is committed to providing equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws.