Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Strategic Analytics & Planning * Performance Measurement & Management * Business Transformation
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Strategic Analytics & Planning * Performance Measurement & Management * Business Transformation
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Strategic Analytics & Planning * Performance Measurement & Management * Business Transformation
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Strategic Analytics & Planning * Performance Measurement & Management * Business Transformation
Portfolio Manager Associate
Leawood, KS · On-site
$26.70 - $31.50/hr
Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation ... This compensation range is for the Portfolio Manager Associate job and contemplates a wide range of ...
Portfolio Manager Associate
Leawood, KS · On-site
$26.70 - $31.50/hr
Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation ... This compensation range is for the Portfolio Manager Associate job and contemplates a wide range of ...
Ability to analyze financial information obtained from clients to determine strategies for meeting ... associates on a regular basis. * Requires visual acuity to read and interpret a variety of ...
Ability to analyze financial information obtained from clients to determine strategies for meeting ... associates on a regular basis. * Requires visual acuity to read and interpret a variety of ...
Ability to analyze financial information obtained from clients to determine strategies for meeting ... associates on a regular basis. * Requires visual acuity to read and interpret a variety of ...
Ability to analyze financial information obtained from clients to determine strategies for meeting ... associates on a regular basis. * Requires visual acuity to read and interpret a variety of ...
Ability to analyze financial information obtained from clients to determine strategies for meeting ... associates on a regular basis. * Requires visual acuity to read and interpret a variety of ...
Ability to analyze financial information obtained from clients to determine strategies for meeting ... associates on a regular basis. * Requires visual acuity to read and interpret a variety of ...
Team Financial Advisor
Manhattan, KS · On-site
$50K - $55K/yr
At Keating and Associates, each individual has a unique ability, a unique story, and a unique ... The ideal candidate is analytical, service-minded, and relationship-oriented, with a desire to grow ...
Quick apply
Team Financial Advisor
Manhattan, KS · On-site
$50K - $55K/yr
At Keating and Associates, each individual has a unique ability, a unique story, and a unique ... The ideal candidate is analytical, service-minded, and relationship-oriented, with a desire to grow ...
Perform actuarial modeling and financial analysis to support pricing and product decisions ... Actuarial Associate: 3+ years of relevant actuarial experience and an ASA designation * Senior ...
Perform actuarial modeling and financial analysis to support pricing and product decisions ... Actuarial Associate: 3+ years of relevant actuarial experience and an ASA designation * Senior ...
Credit & Financial Acumen * Analyze business and personal financial statements, tax returns ... The associate may occasionally lift or move up to 15 pounds. Specific vision abilities required by ...
Credit & Financial Acumen * Analyze business and personal financial statements, tax returns ... The associate may occasionally lift or move up to 15 pounds. Specific vision abilities required by ...
Credit & Financial Acumen * Analyze business and personal financial statements, tax returns ... The associate may occasionally lift or move up to 15 pounds. Specific vision abilities required by ...
Credit & Financial Acumen * Analyze business and personal financial statements, tax returns ... The associate may occasionally lift or move up to 15 pounds. Specific vision abilities required by ...
Perform actuarial modeling and financial analysis to support pricing and product decisions ... Actuarial Associate: 3+ years of relevant actuarial experience and an ASA designation * Senior ...
Perform actuarial modeling and financial analysis to support pricing and product decisions ... Actuarial Associate: 3+ years of relevant actuarial experience and an ASA designation * Senior ...
Associate Wealth Management Advisor
Kansas City, KS · Hybrid
$70K - $90K/yr
Financial Planning & Analysis: * Prepare financial plans and planning materials for client meetings * Collect and organize client financial data and planning inputs * Analyze client financial ...
Quick apply
Associate Wealth Management Advisor
Kansas City, KS · Hybrid
$70K - $90K/yr
Financial Planning & Analysis: * Prepare financial plans and planning materials for client meetings * Collect and organize client financial data and planning inputs * Analyze client financial ...
Accounting Analyst
Salina, KS · On-site
$57K - $74K/yr
As a full-service financial institution, we offer a full range of relationship-focused services to ... Creating Possibility is not just our mission, it's what we do every day for clients and associates.
Accounting Analyst
Salina, KS · On-site
$57K - $74K/yr
As a full-service financial institution, we offer a full range of relationship-focused services to ... Creating Possibility is not just our mission, it's what we do every day for clients and associates.
Accounting Analyst
Salina, KS · On-site
$57K - $74K/yr
As a full-service financial institution, we offer a full range of relationship-focused services to ... Creating Possibility is not just our mission, it's what we do every day for clients and associates.
Quick apply
Accounting Analyst
Salina, KS · On-site
$57K - $74K/yr
As a full-service financial institution, we offer a full range of relationship-focused services to ... Creating Possibility is not just our mission, it's what we do every day for clients and associates.
Spirit Defense - Advanced Product Development & Research Engineering Technical Analyst (Associate or
Wichita, KS · On-site
$67K - $103K/yr
Knowledge of financial processes and procedures * Knowledge of Robotic Operating System (i.e., ROS ... Summary Pay Range - Associate (Level 2): $67,150 - $103,000 Summary Pay Range - Mid-level (Level ...
Spirit Defense - Advanced Product Development & Research Engineering Technical Analyst (Associate or
Wichita, KS · On-site
$67K - $103K/yr
Knowledge of financial processes and procedures * Knowledge of Robotic Operating System (i.e., ROS ... Summary Pay Range - Associate (Level 2): $67,150 - $103,000 Summary Pay Range - Mid-level (Level ...
Spirit Defense - Advanced Product Development & Research Engineering Technical Analyst (Associate or
Wichita, KS · On-site
$67K - $103K/yr
Knowledge of financial processes and procedures * Knowledge of Robotic Operating System (i.e., ROS ... Summary Pay Range - Associate (Level 2): $67,150 - $103,000 Summary Pay Range - Mid-level (Level ...
Spirit Defense - Advanced Product Development & Research Engineering Technical Analyst (Associate or
Wichita, KS · On-site
$67K - $103K/yr
Knowledge of financial processes and procedures * Knowledge of Robotic Operating System (i.e., ROS ... Summary Pay Range - Associate (Level 2): $67,150 - $103,000 Summary Pay Range - Mid-level (Level ...
A master's degree in business analytics, data analytics, information systems, finance, or a related ... Power BI Data Analyst Associate (PL-300), Tableau Desktop Specialist, or Tableau Certified Data ...
A master's degree in business analytics, data analytics, information systems, finance, or a related ... Power BI Data Analyst Associate (PL-300), Tableau Desktop Specialist, or Tableau Certified Data ...
PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
Leawood, KS · On-site
$100K - $160K/yr
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Strategic Analytics & Planning * Performance Measurement & Management * Business Transformation
PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
Leawood, KS · On-site
$100K - $160K/yr
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Strategic Analytics & Planning * Performance Measurement & Management * Business Transformation
PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
Leawood, KS · On-site
$100K - $160K/yr
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Strategic Analytics & Planning * Performance Measurement & Management * Business Transformation
PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
Leawood, KS · On-site
$100K - $160K/yr
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Strategic Analytics & Planning * Performance Measurement & Management * Business Transformation
Credit Monitoring Analyst II
Leawood, KS · On-site
$69K - $96K/yr
Analyze and assess financial statements and credit history of existing and potential clients ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...
Credit Monitoring Analyst II
Leawood, KS · On-site
$69K - $96K/yr
Analyze and assess financial statements and credit history of existing and potential clients ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...
Financial Analyst Associate information
What are some common challenges financial analyst associates face when managing multiple projects simultaneously?
What is a financial analyst associate?
What is the difference between Financial Analyst Associate vs Financial Analyst?
| Aspect | Financial Analyst Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications (e.g., CFA Level I) | Bachelor's degree, often with CFA Level I or II |
| Work Environment | Entry-level, supporting senior analysts, in finance or investment firms | More independent, involved in analysis, reporting, and decision-making |
| Employer & Industry Usage | Common in banks, investment firms, corporate finance | Used across similar industries, often with more responsibility |
The main difference between a Financial Analyst Associate and a Financial Analyst lies in experience and responsibility. Associates typically support senior analysts and handle more routine tasks, while Financial Analysts take on more complex analysis and decision-making roles. Both roles require similar educational backgrounds and certifications, but the Financial Analyst position usually involves greater independence and strategic input.
What are the key skills and qualifications needed to thrive as a financial analyst associate, and why are they important?
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Full-time
Re-posted 16 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 – Senior Associate
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
- Develop information requests based on the specific project scope
- Lead client interviews and ask the right questions in order to gather meaningful data
- Identify information gaps through trend analysis, pattern recognition
- Investigate beyond the first logical answer and challenge preconceived beliefs with fact-based analytics
- Deep dive into all relevant data, improve management reporting, and develop reliable and transparent forecasting
- Develop storyline messages using supporting facts and analyses, ensure data and branding standards flows accurately and consistently throughout the presentation
Project Management and Implementation
- Review and provide inputs to all work products, and ensure that all client deliverables are presented logically and accurately
- Set reasonable timelines/expectations and align such with client
- Develop financial models (three statement forecast, liquidity forecasting) and client presentations independently and accurately
- Develop bespoke solutions with creative approaches during unprecedented times
Teamwork
- Promote a team environment where diverse ideas and opinions are encouraged
- Share knowledge and experience, provide coaching to teammates
Financial Acumen
- Ability to build various financial models and provide insightful analyses
- Ability to understand the impacts to profit and balance sheet stemming from impacts to key operating levers
ACCREDITATION /EXPERIENCE:
- Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
- 3-7 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
- Experience in building integrated financial models and have strong Excel/PowerPoint skills
#LI-LS1
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