Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master's Degree Preferred but not Required
Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master's Degree Preferred but not Required
Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master's Degree Preferred but not Required
Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master's Degree Preferred but not Required
Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master's Degree Preferred but not Required Employment Type: Employee (Full-Time)
Proficient financial models, data analytics programs, and presentation skills * CPA, CFA, or Master's Degree Preferred but not Required Employment Type: Employee (Full-Time)
Senior Research Analyst
Kansas City, MO · On-site
$175K - $225K/yr
CFA, MBA, CPA, or technical designation preferred * FINRA licensing required. Series 7, 63, 86 & 87 * 5+ years of related investment research experience required * Proven track record of fostering ...
Senior Research Analyst
Kansas City, MO · On-site
$175K - $225K/yr
CFA, MBA, CPA, or technical designation preferred * FINRA licensing required. Series 7, 63, 86 & 87 * 5+ years of related investment research experience required * Proven track record of fostering ...
Investment Analyst
Kansas City, MO · On-site
CFA charter holder or candidate is a plus. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex ...
Investment Analyst
Kansas City, MO · On-site
CFA charter holder or candidate is a plus. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex ...
CFA charter holder or candidate is a plus. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex ...
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CFA charter holder or candidate is a plus. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex ...
Investment Analyst
Kansas City, MO · On-site
CFA charter holder or candidate is a plus. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex ...
Investment Analyst
Kansas City, MO · On-site
CFA charter holder or candidate is a plus. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex ...
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
Trust Officer
Overland Park, KS · On-site
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
Trust Officer
Overland Park, KS · On-site
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
T., LLM in taxation, CFA or CFP * 13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public ...
T., LLM in taxation, CFA or CFP * 13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public ...
Trust Officer
Leawood, KS · On-site
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
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Trust Officer
Leawood, KS · On-site
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
Relevant professional experience in accounting or finance, such as CPA, CFA, or other industry certifications * Demonstrated excellence in teaching and a strong commitment to student success
Relevant professional experience in accounting or finance, such as CPA, CFA, or other industry certifications * Demonstrated excellence in teaching and a strong commitment to student success
Strong understanding of the independent wealth management industry, including RIAs, hybrid firms, independent broker-dealers, custodians, and advisor platforms Bonus Points: * MBA, CFA, CFP ® , CEMA ...
Strong understanding of the independent wealth management industry, including RIAs, hybrid firms, independent broker-dealers, custodians, and advisor platforms Bonus Points: * MBA, CFA, CFP ® , CEMA ...
Valuation Senior Associate - Deal Advisory
$14.75 - $17.50/hr
Achievement of, or progress towards, CFA, CPA, and/or ASA designations. In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive ...
Valuation Senior Associate - Deal Advisory
$14.75 - $17.50/hr
Achievement of, or progress towards, CFA, CPA, and/or ASA designations. In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive ...
Valuation Senior Associate - Deal Advisory
$14.75 - $17.50/hr
Achievement of, or progress towards, CFA, CPA, and/or ASA designations. In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive ...
Valuation Senior Associate - Deal Advisory
$14.75 - $17.50/hr
Achievement of, or progress towards, CFA, CPA, and/or ASA designations. In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive ...
Preferred Qualifications: * MBA, MPH, MHA,CPA, CMA,FSAand/or CFA preferred. * Strong knowledge of internal business processes, data flow,controlsand our financial systems preferred. * Strong ...
Preferred Qualifications: * MBA, MPH, MHA,CPA, CMA,FSAand/or CFA preferred. * Strong knowledge of internal business processes, data flow,controlsand our financial systems preferred. * Strong ...
PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)
Leawood, KS · On-site
$90K - $130K/yr
Complete proficiency in understanding financial models, data analytics, and presentation skills * CPA, CFA, MBA, or Master's Degree Preferred but not Required The salary range is $90,000 - $130,000 ...
PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)
Leawood, KS · On-site
$90K - $130K/yr
Complete proficiency in understanding financial models, data analytics, and presentation skills * CPA, CFA, MBA, or Master's Degree Preferred but not Required The salary range is $90,000 - $130,000 ...
An MBA or Master's degree in a related field or a CFA charter required. Work Experience: Minimum of fifteen years practical experience in an investment-related field. Travel: This position may ...
An MBA or Master's degree in a related field or a CFA charter required. Work Experience: Minimum of fifteen years practical experience in an investment-related field. Travel: This position may ...
PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)
Leawood, KS · On-site
$90K - $130K/yr
Complete proficiency in understanding financial models, data analytics, and presentation skills * CPA, CFA, MBA, or Master's Degree Preferred but not Required The salary range is $90,000 - $130,000 ...
PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)
Leawood, KS · On-site
$90K - $130K/yr
Complete proficiency in understanding financial models, data analytics, and presentation skills * CPA, CFA, MBA, or Master's Degree Preferred but not Required The salary range is $90,000 - $130,000 ...
Bachelor's degree required; advanced degree (MBA/JD) or industry certifications (e.g., CFA, CCO, CAMS, CFIRS, CRCP, CTFA, IAACP) strongly preferred * Series 7, 24 strongly preferred (or ability to ...
Bachelor's degree required; advanced degree (MBA/JD) or industry certifications (e.g., CFA, CCO, CAMS, CFIRS, CRCP, CTFA, IAACP) strongly preferred * Series 7, 24 strongly preferred (or ability to ...
Cfa information
See Riverside, MO salary details
$35.8K - $49K
9% of jobs
$49K - $62.2K
15% of jobs
$63.6K is the 25th percentile. Wages below this are outliers.
$62.2K - $75.5K
15% of jobs
The median wage is $85.8K / yr.
$75.5K - $88.7K
15% of jobs
$88.7K - $101.9K
10% of jobs
$101.9K - $115.1K
9% of jobs
$119.8K is the 75th percentile. Wages above this are outliers.
$115.1K - $128.4K
11% of jobs
$128.4K - $141.6K
10% of jobs
$141.6K - $154.8K
5% of jobs
$154.8K - $168K
2% of jobs
$168K - $181.3K
1% of jobs
$35.8K
$97.1K
$181.3K
How much do cfa jobs pay per year?
What Does a CFA Do?
As a chartered financial analyst (CFA), your job is to help with investment analysis and portfolio management. The CFA Institute, an independent organization that assesses the skill of candidates in areas like money management, security analysis, ethics, and accounting, offers this certification to applicants who pass its tests. Holders of the CFA certification often work closely with finance and banking companies to manage projects and provide documentation for clients and investors. This certification does not open positions all by itself, but many employers look for CFA certification in addition to other education and experience.
What are some common challenges faced by CFAs when working on cross-functional teams?
What kind of jobs does a CFA get?
Is CFA still worth it in 2026?
What are the key skills and qualifications needed to thrive as a CFA (Chartered Financial Analyst), and why are they important?
What is the difference between Cfa vs Chartered Financial Analyst?
| Aspect | Cfa |
|---|---|
| Credentials | Requires passing three levels of exams, relevant work experience, and adherence to ethical standards |
| Work Environment | Financial analysis, investment management, portfolio management |
| Industry Usage | Widely recognized in finance, asset management, and investment sectors |
The Cfa designation is a globally recognized credential for finance professionals specializing in investment analysis and portfolio management. It involves rigorous exams and ethical standards, preparing individuals for roles in asset management, research, and financial analysis. The Cfa is highly valued in the finance industry for its focus on investment skills and ethical practices.
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Full-time
Posted 8 days ago
Job 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
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
- 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
- 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
- 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
- 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