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Senior Associate, CFO Services

Chicago, IL, USA | Alvarez & Marsal

  • Industry:
    Management Consulting
  • Position Type:
  • Functions:
    Consulting - Accounting
  • Experience:
    3-5 years
    5-7 years
Job Description:
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A&M’s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. 

Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues. 

Our PEPI services include:

CFO Services (including interim management – CFO, Controller, Treasurer) 

Rapid Results


Merger Integration & Carve-outs


Supply Chain

The CFO Services practice is a growing business with excellent opportunities for career advancement and building leadership skills. The CFO Services leadership team is focused on providing career development and training for high performing professionals. 

PEPI CFO Services Senior Associate:

Professional Experience

Solid understanding of finance and accounting, with a preference for CPA’s

Working with team members through a time-sensitive project by structuring a work plan and managing the process through to completion;

Developing findings and making strategic recommendations;

Strong financial modeling experience and solid understanding of financial statements – development of 13-week cash flows is preferred; experience with Tableau and think-cell software is a plus

Treasury / cash management experience a strong plus

Systems implementation experience a plus

Professional Skills

Synthesizing meaningful insights from data, opinions, or facts

Strong written, oral and analytical skills

Strong Excel and PowerPoint skills

Structured project management (time, team and work-stream’s management)

Initiative and drive

Critical thinking skills

Ability to deliver time-pressured project on-time and on-quality

Flexible and creative thinking

Client relationship building


Bachelor’s Degree in Business Administration, Accounting, Finance, or related field, with 3-5+ years of previous related accounting/finance roles , performance improvement operations consulting,accounting diligence, or restructuring experience;

MBA or other advanced degree or certification preferred (e.g., CPA, CFA, etc.);

Flexibility to travel up to 80% of the time

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