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Finance & Operations Director - Financial Services Industry Group

Location: New York, NY, United States
Date Posted: Dec 1, 2023

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Alvarez & Marsal is looking for strong candidates with finance and project management experience to join the Financial Services Industry (“FSI”) group’s internal operations team. FSI’s Finance & Operations Director will act as a strategic partner and advisor, accountable for driving initiatives across all areas of finance including financial reporting and analysis, budgeting and forecasting, and billing and operations.

Responsibilities include, but are not limited to:

  • Support the FSI Leader, Chief Operating Officer and Managing Directors in all aspects of managing and operating the business
  • Promote various activities of the business related to project administration, financial and risk management to facilitate the internal functioning of the practice
  • Find ways to continuously improve the processes, tools and activities that support the practice and our people. Liaise with Corporate Finance and other business units as needed
  • Manage the project lifecycle from conflict check submission, conflict report review and resolution, project code setups, and working capital management
  • Monitor accuracy and timeliness of client billing, collections of receivables, and support year-end collection activities
  • Initiate and lead regular calls with Managing Directors to review working capital (WIP, AR, and collections)
  • Provide insight and analysis to FSI MDs and project teams regarding project profitability, special projects and other ad hoc reporting needs
  • Provide insight and assistance around strategic plans, budgets and forecasting
  • Analyze and provide interpretation of financial results and key financial and operational metrics
  • Monitor and manage expenses within the established budget
  • Prepare monthly financial reporting package – P&L, overhead, bill rates, working capital, utilization, headcount, etc.
  • Drive various special projects, leveraging a broad knowledge of different functions, including Accounting, Finance, FP&A, Billing, and Operations
  • Support year-end compensation processes
  • Communicate and educate finance policies, procedures, & processes to FSI professionals


  • 8+ years of related professional experience in financial analysis, reporting, and finance operations and/or consulting
  • Bachelor's degree in Finance or Accounting; CPA or CFA is preferred
  • Deep analytical skills with ability to translate data and trends into key insights and recommendations, financial acumen and ability to build and manage budgets, models, etc.
  • Ability to handle ad hoc projects as business requirements emerge and evolve
  • High level of accountability; self-driven and motivated
  • Excited to work in a fast-paced environment

  • Proficient in Microsoft Office Suite with expertise in PowerPoint and Excel

  • Strong written and verbal communication skills

The salary range is $150,000 - $170,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.  Please ask your recruiter for details.

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Voluntary Inclusion

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor or any other characteristics in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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