Description PEPI - CFO Services - Manager OVERVIEW: A&M CFO Services work with private equity held ... Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master ...
Description PEPI - CFO Services - Manager OVERVIEW: A&M CFO Services work with private equity held ... Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master ...
Description PEPI - CFO Services - Manager OVERVIEW: A&M CFO Services work with private equity held ... Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master ...
Description PEPI - CFO Services - Manager OVERVIEW: A&M CFO Services work with private equity held ... Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master ...
Bachelor's degree in Finance, Economics, Business, or related field (MBA or CFA preferred) * 7-10+ years of experience in asset management, hedge funds, or institutional client coverage within hedge ...
Bachelor's degree in Finance, Economics, Business, or related field (MBA or CFA preferred) * 7-10+ years of experience in asset management, hedge funds, or institutional client coverage within hedge ...
Job Summary The Equipment Finance Regional Sales Manager is primarily responsible for identifying ... Previous experience with Commercial Finance Agreements (CFA), equipment loans, and all equipment ...
Job Summary The Equipment Finance Regional Sales Manager is primarily responsible for identifying ... Previous experience with Commercial Finance Agreements (CFA), equipment loans, and all equipment ...
Job Summary The Equipment Finance Regional Sales Manager is primarily responsible for identifying ... Previous experience with Commercial Finance Agreements (CFA), equipment loans, and all equipment ...
Job Summary The Equipment Finance Regional Sales Manager is primarily responsible for identifying ... Previous experience with Commercial Finance Agreements (CFA), equipment loans, and all equipment ...
Emphasis on Finance, Economics, or Accounting a plus o CFA, CAIA, MBA, CFA, CPA, or JD recommended • 3-6 years of experience in investment management, alternative assets group of an insurance ...
Emphasis on Finance, Economics, or Accounting a plus o CFA, CAIA, MBA, CFA, CPA, or JD recommended • 3-6 years of experience in investment management, alternative assets group of an insurance ...
Emphasis on Finance, Economics, or Accounting a plus o CFA, CAIA, MBA, CFA, CPA, or JD recommended • 3-6 years of experience in investment management, alternative assets group of an insurance ...
Emphasis on Finance, Economics, or Accounting a plus o CFA, CAIA, MBA, CFA, CPA, or JD recommended • 3-6 years of experience in investment management, alternative assets group of an insurance ...
Tax Manager - Federal / Corporate Tax
Memphis, TN · On-site
$107K - $141K/yr
Managing engagement workflow, engagement team resources, and engagement billing. * Providing ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ...
Tax Manager - Federal / Corporate Tax
Memphis, TN · On-site
$107K - $141K/yr
Managing engagement workflow, engagement team resources, and engagement billing. * Providing ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ...
Tax Manager - Federal / Corporate Tax
Nashville, TN · On-site
$107K - $140K/yr
Managing engagement workflow, engagement team resources, and engagement billing. * Providing ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ...
Tax Manager - Federal / Corporate Tax
Nashville, TN · On-site
$107K - $140K/yr
Managing engagement workflow, engagement team resources, and engagement billing. * Providing ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ...
Tax Manager - Federal / Corporate Tax
Nashville, TN · On-site
$107K - $140K/yr
Managing engagement workflow, engagement team resources, and engagement billing. * Providing ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ...
Tax Manager - Federal / Corporate Tax
Nashville, TN · On-site
$107K - $140K/yr
Managing engagement workflow, engagement team resources, and engagement billing. * Providing ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ...
Tax Manager - Private Wealth
Memphis, TN · On-site
$107K - $141K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... Recruiting for this role ends on May 31, 2027 What You'll Do As a Tax Manager in our Private Wealth ...
Tax Manager - Private Wealth
Memphis, TN · On-site
$107K - $141K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... Recruiting for this role ends on May 31, 2027 What You'll Do As a Tax Manager in our Private Wealth ...
Tax Manager - Federal / Corporate Tax
Memphis, TN · On-site
$107K - $141K/yr
Managing engagement workflow, engagement team resources, and engagement billing. * Providing ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ...
Tax Manager - Federal / Corporate Tax
Memphis, TN · On-site
$107K - $141K/yr
Managing engagement workflow, engagement team resources, and engagement billing. * Providing ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ...
... MBA, CPA, CFA, or equivalent professional certification. As a Starbucks partner, you (and your ... management resources, and access to other educational opportunities. You will also have access to ...
... MBA, CPA, CFA, or equivalent professional certification. As a Starbucks partner, you (and your ... management resources, and access to other educational opportunities. You will also have access to ...
... MBA, CPA, CFA, or equivalent professional certification. As a Starbucks partner, you (and your ... management resources, and access to other educational opportunities. You will also have access to ...
... MBA, CPA, CFA, or equivalent professional certification. As a Starbucks partner, you (and your ... management resources, and access to other educational opportunities. You will also have access to ...
Senior Finance Manager- Oracle Cloud Infrastructure
Nashville, TN · On-site
$105K - $143K/yr
As Senior Finance Manager, OCI Finance & Analytics, you'll lead a high-performing team responsible ... , CFA, or other relevant professional certification. If you're energized by solving complex ...
Senior Finance Manager- Oracle Cloud Infrastructure
Nashville, TN · On-site
$105K - $143K/yr
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The FI Valuation Manager is a dynamic professional responsible for executing and managing valuation ... * CPA, ASA, CFA, or ABV certification (completed or actively pursuing). * Strong technical ...
The FI Valuation Manager is a dynamic professional responsible for executing and managing valuation ... * CPA, ASA, CFA, or ABV certification (completed or actively pursuing). * Strong technical ...
Surgical First Assistant
Dickson, TN · On-site
Pre-operative patient management is, included but not limited to, communicating with other health ... The CFA may be asked to precept/mentor others within his/her realm of expertise. Participates in ...
Surgical First Assistant
Dickson, TN · On-site
Pre-operative patient management is, included but not limited to, communicating with other health ... The CFA may be asked to precept/mentor others within his/her realm of expertise. Participates in ...
... CFA, or equivalent accounting designation preferred; ASA or FSA also valued for candidates with ... Strong project management and organizational skills with the ability to manage multiple workstreams ...
... CFA, or equivalent accounting designation preferred; ASA or FSA also valued for candidates with ... Strong project management and organizational skills with the ability to manage multiple workstreams ...
Financial Advisor
Chattanooga, TN · On-site
... management (AUM) fees.Job Duties: Not in any order of priorityMaintain specific service model and ... While CFP ® , CFA or CPA designations are not mandated, the knowledge base and skillset developed ...
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Financial Advisor
Chattanooga, TN · On-site
... management (AUM) fees.Job Duties: Not in any order of priorityMaintain specific service model and ... While CFP ® , CFA or CPA designations are not mandated, the knowledge base and skillset developed ...
... management (AUM) fees. Job Duties: Not in any order of priority * Maintain specific service model ... While CFP, CFA or CPA designations are not mandated, the knowledge base and skillset developed ...
... management (AUM) fees. Job Duties: Not in any order of priority * Maintain specific service model ... While CFP, CFA or CPA designations are not mandated, the knowledge base and skillset developed ...
Cfa Manager information
See Tennessee salary details
$20.9K - $27.4K
4% of jobs
$27.4K - $34K
10% of jobs
$39.3K is the 25th percentile. Wages below this are outliers.
$34K - $40.6K
14% of jobs
$40.6K - $47.1K
16% of jobs
The median wage is $52.7K / yr.
$47.1K - $53.7K
7% of jobs
$53.7K - $60.2K
10% of jobs
$63.5K is the 75th percentile. Wages above this are outliers.
$60.2K - $66.8K
29% of jobs
$66.8K - $73.4K
4% of jobs
$73.4K - $79.9K
3% of jobs
$79.9K - $86.5K
1% of jobs
$86.5K - $93K
2% of jobs
$20.9K
$55.7K
$93K
How much do cfa manager jobs pay per year?
What are the key skills and qualifications needed to thrive as a CFA Manager, and why are they important?
What is a CFA manager?
What is the difference between Cfa Manager vs Cfa Analyst?
| Aspect | Cfa Manager | Cfa Analyst |
|---|---|---|
| Credentials | Chartered Financial Analyst (CFA) certification, management experience | CFA certification, entry to mid-level financial analysis skills |
| Work Environment | Team leadership, strategic planning, client interaction | Data analysis, financial modeling, research |
| Employer & Industry | Asset management firms, investment banks, financial services | Investment firms, asset management, research departments |
The main difference between a Cfa Manager and a Cfa Analyst lies in their responsibilities and experience. Cfa Managers oversee teams, develop strategies, and interact with clients, requiring leadership skills and management experience. Cfa Analysts focus on research, data analysis, and financial modeling, typically at an earlier career stage. Both roles require CFA certification, but the managerial position emphasizes leadership and strategic planning.
How does a CFA Manager typically collaborate with other departments within a financial organization?

Full-time
Re-posted 22 days ago
Alvarez & Marsal rating
7.2
Based on 7 frontline employees who took The Breakroom Quiz
54th of 72 rated business consultants
Job description
Description
PEPI - CFO Services – Manager
OVERVIEW:
A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients’ operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.
CFO Services Provides the following pillar of services:
- Liquidity & Working Capital Optimization
- Strategic Analytics & Planning
- Performance Measurement & Management
- Business Transformation
- Auxiliary Services: Accounting Remediation
PROFESSIONAL EXPECTATIONS:
Data Collection, Validation and Analysis
- Guide team members in information gathering approach and ensure all relevant sources of information are pursued
- Guide and lead client interviews, ask inquisitive questions and understand different stakeholders’ perspective
- Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions
- Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization’s design, roles and team
- Ensure issues and opportunities are clearly and concisely presented
- Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation
Project Management and Implementation
- Ability to own and complete a workstream based on the pillars of services CFO Services provides
- Ensure that project approach, timeline and deliverables are logical, reasonable and accurate
- Set and communicate client’s expectation consistently
- Employ actionable plans (e.g. create initiatives to optimize working capital, instill a liquidity focused culture, improve transparency in processes and organizations)
- Identify risks and obstacles early on, create contingency plans and communicating timely with client
- Ability to identify where the pillars of services CFO Services provides are not functioning
Leadership
- Leverage previous experience to guide and promote team to think innovatively
- Recognize the current skill set of team members and maximize their level of contribution
- Share knowledge and experience, provide coaching to teammates
Financial Acumen
- Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments
- Ability to provide valuable insight and improvement initiatives to senior management and board members
ACCREDITION/EXPERIENCE:
- Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
- 7-10 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
- Proficient financial models, data analytics programs, and presentation skills
- CPA, CFA, or Master’s Degree Preferred but not Required
About Alvarez & Marsal
Sourced by ZipRecruiter
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
1983