Senior Associate, Working Capital

About the role

The Private Equity Performance Improvement (PEPI) – CFO Services team at Alvarez & Marsal is expanding its reach across the U.S. This team works closely with private equity firms to help improve operating results at their portfolio companies.

Responsibilities

• Developing and presenting strategic recommendations based on financial analysis and data synthesis.
• Managing and executing projects within tight deadlines.
• Collaborating with cross-functional teams to implement financial solutions.
• Assisting in the implementation of new systems and processes.
• Providing financial oversight and support during mergers, acquisitions, and carve-outs.

Requirements

• Strong understanding of finance and accounting, with a preference for CPA certification.
• Experience with financial modeling and financial statement development.
• Experience with Tableau and think-cell software.
• Treasury and cash management experience.
• Systems implementation experience.

Qualifications

• 7-10+ years of relevant work experience in areas such as Management Consulting, Investment Banking, Private Equity, Corporate Strategy, or related fields.
• Bachelor’s degree or higher from an accredited 4-year institution.
• 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.

Benefits

A&M offers a discretionary bonus program based on individual and firm performance. Salary range is $120,000 - $160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography.

Schedule

Full-time position available.

Skills

• Strong financial modeling and financial statement understanding.
• Effective written and oral communication skills.
• Advanced Excel and PowerPoint proficiency.
• Project management skills, including time, team, and work-stream management.
• Problem-solving and critical thinking abilities.
• Client relationship building skills.

Pay

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

Benefits

Discretionary bonus program based on individual and firm performance.

Culture & Values

A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives.