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Elevated Financial Jobs in Kansas (NOW HIRING)

As a Financial Analyst you play a key role in accelerating organizational success by collecting ... maintaining an elevated level of morale. * Research and implement continued automation of ...

Senior Financial Analyst

Overland Park, KS · On-site

$80K - $100K/yr

... elevated level of morale. * Support the company by completing other duties as assigned. You will ... Administer financial reports for internal and external use by collecting, organizing, formatting ...

Senior Financial Analyst

Overland Park, KS

$80K - $100K/yr

... elevated level of morale. * Support the company by completing other duties as assigned. You will ... Administer financial reports for internal and external use by collecting, organizing, formatting ...

Senior Financial Analyst

Overland Park, KS · On-site

$80K - $100K/yr

... elevated level of morale. * Support the company by completing other duties as assigned. You will ... Administer financial reports for internal and external use by collecting, organizing, formatting ...

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Elevated Financial information

What are some common challenges faced by financial advisors at Elevated Financial, and how can new hires prepare to overcome them?

At Elevated Financial, financial advisors often encounter challenges such as building a client base, staying updated with evolving financial regulations, and tailoring advice to diverse client needs. New hires can prepare by actively networking, pursuing relevant certifications, and participating in ongoing training programs offered by the company. Additionally, leveraging team support and mentorship opportunities can help overcome initial hurdles while fostering professional growth.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical abilities, knowledge of financial markets, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as Series 7 or CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is important for effective client service. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build lasting client relationships. These skills ensure that advisors can develop tailored strategies, comply with regulations, and support clients in achieving their financial goals.

What is an Elevated Financial advisor?

An Elevated Financial Advisor is a professional who provides advanced financial planning and investment advice, often specializing in high-net-worth individuals or complex financial situations. They help clients develop strategies to manage assets, minimize taxes, plan for retirement, and achieve long-term financial goals. Elevated Financial Advisors typically offer personalized services and may have additional certifications or expertise compared to standard financial advisors.

What is the difference between Elevated Financial vs Financial Advisor?

AspectElevated FinancialFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCertifications like CFP, Series 7, Series 66 common
Work EnvironmentFinancial firms, investment companies, banksIndependent or firm-based, client-facing
Industry UsageUsed in finance, investment management, wealth planningCommonly used in personal finance, investment advising

Elevated Financial and Financial Advisor roles share similar credentials and work environments, often overlapping in industry usage. Elevated Financial may focus more on higher-level financial planning or investment management, while Financial Advisors typically work directly with clients to develop financial plans. Both roles require relevant certifications and are integral to the finance and wealth management sectors.

What does Elevated Financial do?

Elevated Financial is a company that provides financial services, including investment management, financial planning, and advisory solutions. Employees in related roles may work with clients to develop strategies for wealth growth and risk management, often utilizing financial software and certifications such as CFP or CFA. The company typically operates in a professional environment with a focus on client service and compliance standards.
What are the most commonly searched types of Elevated Financial jobs in Kansas? The most popular types of Elevated Financial jobs in Kansas are:
Infographic showing various Elevated Financial job openings in Kansas as of August 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 96% In-person, 2% Hybrid, and 2% Remote job distribution.

Financial Analyst

ISG Technology

Overland Park, KS • On-site

Other

This job post has expired today. Applications are no longer accepted.


Job description

Description

About ISG Technology

At ISG Technology, we're unlocking possibilities for our clients by providing IT services that help drive business growth. We're freeing them from the burdens of day-to-day IT maintenance, securing their networks, protecting their data and helping them design, implement and manage their IT infrastructure. And we've been doing it for over four decades.


Join in on the Success

As part of the Twin Valley Family of Companies and a fourth-generation family business, ISG Technology has grown and evolved into a recognized leader in the Midwest by aligning our success with the long-term success of our clients. We are consistently recognized in CRN's Top Managed IT Service Providers in the nation, most recently as part of the Security 100 for excellence in managed security offerings.


But all those accolades take second stage to our Customer Satisfaction Scores (CSAT), which have consistently been 97% while our Net Promoter Score is 70, compared to the industry average of 47. If you're the type that takes pride in providing world-class support, you may have what it takes!


Job Summary: As a Financial Analyst you play a key role in accelerating organizational success by collecting business data, analyzing information, ensuring accurate reporting, and developing improvement and enhancement solutions for the Twin Valley Family of Companies.


What you bring to the position:

  • You embody and align with our core values and appreciate the strength and stability that comes from working with a values-based company. You appreciate the power and efficiency of consistency in the "ways" we operate. 
  • You embrace change and have the resilience required to continually improve yourself. You can think creatively and can adapt to evolving situations.
  • You understand the need to collaborate with your team members and other departments and that synergy comes from everyone rowing in the same direction. 
  • You have a strong desire to provide customers with optimum technology solutions and exemplary customer service, and you achieve your goals that you mutually set with your supervisor.
  • You are a self-starter who is prepared to develop and execute your plan and deliver on quarterly goals on a consistent basis.
  • You take what you do seriously, but you do not take yourself seriously and you know how to have fun in a professional environment. You are humbly confident and use your knowledge to build confidence without being a "know-it-all."


You successfully fulfill the following essential duties and responsibilities:

You will use your COLLABORATIVE SKILLS to:

  • Work directly with all levels of the organization to identify problems, understand complex business concepts, analyze opportunities, develop, recommend, and implement business solutions.
  • Administer variable compensation plan, create, send, perform ongoing maintenance, check for accuracy, and process documentation.
  • Promote team values, demonstrate positive team behavior, and contribute towards building and maintaining an elevated level of morale.
  • Research and implement continued automation of compensation and other recurring reporting, adding additional tools to increase efficiency and enhance visibility, as necessary.
  • Support the company by completing other duties as assigned.

You will use your TECHNICAL SKILLS to:

  • Administer financial reports for internal and external use by collecting, organizing, formatting, and presenting information in a manner understood by end users.
  • Administer and maintain compensation plans and files.
  • Develop and maintain dashboards and key performance indicator (KPI) reporting in collaboration with accounting, market leaders, department leaders, and senior leadership. 
  • Maintain operational and KPI analysis reports and provide recommendations for improvement.
  • Develop templates for annual operating and capital budgets in partnership with the Senior Financial Analyst and company leadership; including reviewing and advising on strategies to increase efficiency.
  • Maintain financial forecasting models to provide insight to future company performance.
  • Ensure financial data integrity in alignment with Controller and Senior Financial Analyst.
  • Develop and maintain standard costing systems and maintain pricing/cost models.
  • Help drive the implementation of technology and process solutions from concept to completion including improvements to existing systems.
  • Assist in design and maintenance of data systems and databases.
  • Identify trends and developments in competitive environments and presents findings.
  • Ensure compliance with corporate policies and procedures. 
  • Perform ad-hoc data analysis, forecasting, reporting, and special projects.


As a successful employee, you will demonstrate the following professional skills as you carry out your position:

  • Strategic Thinking - Develop strategies to achieve organizational goals, identify opportunities, and adapt strategy to changing conditions.
  • Oral Communications - Speak clearly and persuasively in positive and negative situations; respond well to questions; demonstrate group presentation skills and participate in meetings.
  • Written Communications - Write clearly and informatively, edit work for spelling and grammar; present numerical and statistical data effectively and read and interpret written information.
  • Presentation - Deliver business presentations to internal customers.
  • Ethics - Inspire the trust of others; work with integrity and ethically; uphold company values.
  • Organizational Support - Follow company policies and procedures and complete other duties as assigned.
  • Customer Service - Communicate with customers, employees and various business contacts in a prompt, professional and courteous manner.
  • Judgment - Include appropriate people in decision-making process.
  • Interpersonal Skills - Maintain confidentiality; keep emotions under control; listen well; work with and communicate with all levels of management throughout the organization.
  • Planning and organization - Prioritize, organize, and manage multiple priorities and meet scheduled deadlines while handling multiple tasks; use time efficiently; plan for additional resources; set goals and objectives.
  • Professionalism - Approach others in a tactful manner; react well under pressure; treat others with respect and consideration regardless of their status or position; accept responsibility for own actions; keep commitments. 
  • Adaptability - Adapt to changes in the work environment; manage competing demands; deal with frequent change, delays, or unexpected events. Work effectively in both independent and team settings.
  • Detail & Task Oriented - Manage and follow through on multiple tasks, items, and communications in a timely manner. Perform work with an exceptional attention to detail.

Requirements

You will meet the following educational, licensing, certification, and work experience requirements:

  • Bachelor's degree in Data Analytics, Finance or related Business discipline required.
  • 1-3 years of progressive experience as business, financial or Financial Analyst preferred.
  • Data base structure experience.
  • Advanced proficiency with Microsoft Office products (Excel, PowerPoint, Word, etc.).
  • Familiarity with Microsoft Power BI, ConnectWise, and Sage Intact a plus.
  • Familiar with standard concepts, practices, and procedures within IT services and telecommunications industries a strong plus.


You will follow the ISG Technology Core Values:

  1. Humor & Fun - We enjoy spending time with each other, collaborating and sharing what makes us unique.
  2. Lead by Example - Always taking initiative, acting responsibly and demanding excellence from ourselves.
  3. Resilience - Change is inevitable. We embrace it. And we use it to drive creativity and innovation.
  4. "Team First" Initiative - Proactively helping one another, taking individual accountability for the success of the whole team.
  5. Continuous Improvement - Daily improvement matters. Bold ideas move us forward. 


You are able to work in the following environmental and working conditions:

  • Prolonged periods of sitting at a desk and working on a computer and phone.
  • Work in a general office environment.
  • Travel to client and prospect locations with varying conditions.  
  • You have mental stability and emotional intelligence that enables you to meet all the requirements and qualifications of the position with or without a reasonable accommodation.