Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Develop financial models (three statement forecast, liquidity forecasting) and client presentations ...
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Develop financial models (three statement forecast, liquidity forecasting) and client presentations ...
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Develop financial models (three statement forecast, liquidity forecasting) and client presentations ...
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Develop financial models (three statement forecast, liquidity forecasting) and client presentations ...
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Develop financial models (three statement forecast, liquidity forecasting) and client presentations ...
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Develop financial models (three statement forecast, liquidity forecasting) and client presentations ...
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Develop financial models (three statement forecast, liquidity forecasting) and client presentations ...
Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private ... Develop financial models (three statement forecast, liquidity forecasting) and client presentations ...
2027 Associate Commercial Banking (Kansas City) - Accelerated Career Track (81881)
Bonner Springs, KS · On-site
$12.25 - $15.25/hr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... 3.2 including 9 hours of accounting (Accounting requirement specific to Commercial and Wealth ...
2027 Associate Commercial Banking (Kansas City) - Accelerated Career Track (81881)
Bonner Springs, KS · On-site
$12.25 - $15.25/hr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... 3.2 including 9 hours of accounting (Accounting requirement specific to Commercial and Wealth ...
2027 Associate Commercial Banking (Kansas City) - Accelerated Career Track (81881)
Bonner Springs, KS · On-site
$12.25 - $15.25/hr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... 3.2 including 9 hours of accounting (Accounting requirement specific to Commercial and Wealth ...
2027 Associate Commercial Banking (Kansas City) - Accelerated Career Track (81881)
Bonner Springs, KS · On-site
$12.25 - $15.25/hr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... 3.2 including 9 hours of accounting (Accounting requirement specific to Commercial and Wealth ...
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political ... equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company ...
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political ... equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company ...
KS · On-site
$60 - $80/hr
Associate's degree in business administration, accounting, or related discipline; or equivalent combination of training and experience. * 0-3+ years of business finance or other relevant experience
KS · On-site
$60 - $80/hr
Associate's degree in business administration, accounting, or related discipline; or equivalent combination of training and experience. * 0-3+ years of business finance or other relevant experience
Associate Wealth Management Advisor
$60K - $80K/yr
They are seeking an Associate Service Advisor to support the advisory team and help deliver a high ... through Preferred: * 3-5+ years of experience in wealth management or financial services
Quick apply
Associate Wealth Management Advisor
$60K - $80K/yr
They are seeking an Associate Service Advisor to support the advisory team and help deliver a high ... through Preferred: * 3-5+ years of experience in wealth management or financial services
Registered Operations Leader - Ameriprise Financial Advisors - Overland Park, KS
Leawood, KS · On-site
Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small ... Associates and non-registered Client Service Associates), working directly with employee advisors ...
Registered Operations Leader - Ameriprise Financial Advisors - Overland Park, KS
Leawood, KS · On-site
Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small ... Associates and non-registered Client Service Associates), working directly with employee advisors ...
Registered Operations Leader - Ameriprise Financial Advisors - Overland Park, KS
Overland Park, KS · On-site
Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small ... Associates and non-registered Client Service Associates), working directly with employee advisors ...
Registered Operations Leader - Ameriprise Financial Advisors - Overland Park, KS
Overland Park, KS · On-site
Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small ... Associates and non-registered Client Service Associates), working directly with employee advisors ...
Trading & Investment Operations Associate
Wichita, KS · On-site
$90K - $120K/yr
... accounting, finance or related field or equivalent work experience o Expertise with Microsoft ... o 3-5 years in the wealth management or investment management industry · Preferred o Experience ...
Quick apply
Trading & Investment Operations Associate
Wichita, KS · On-site
$90K - $120K/yr
... accounting, finance or related field or equivalent work experience o Expertise with Microsoft ... o 3-5 years in the wealth management or investment management industry · Preferred o Experience ...
Loan Coordination Specialist III (CRE Closing or CRE Draw Administration Experience Preferred)
Bonner Springs, KS · On-site
$53K - $67K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Associate's Degree and 4 years' experience in a banking or customer service environment or an ...
Loan Coordination Specialist III (CRE Closing or CRE Draw Administration Experience Preferred)
Bonner Springs, KS · On-site
$53K - $67K/yr
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Associate's Degree and 4 years' experience in a banking or customer service environment or an ...
Associate Finance Business & Planning Analyst
Wichita, KS · On-site
$74K - $114K/yr
Bachelor's Degree with 3-5+ years of related work experience OR a Master's Degree with 2-4+ years ... and perform financial analyses for material and inventory processes (e.g. EACs, management ...
New
Associate Finance Business & Planning Analyst
Wichita, KS · On-site
$74K - $114K/yr
Bachelor's Degree with 3-5+ years of related work experience OR a Master's Degree with 2-4+ years ... and perform financial analyses for material and inventory processes (e.g. EACs, management ...
New
Associate Finance Business & Planning Analyst
Wichita, KS · On-site
$80 - $100/hr
Bachelor's Degree with 3-5+ years of related work experience OR a Master's Degree with 2-4+ years ... and perform financial analyses for material and inventory processes (e.g. EACs, management ...
New
Associate Finance Business & Planning Analyst
Wichita, KS · On-site
$80 - $100/hr
Bachelor's Degree with 3-5+ years of related work experience OR a Master's Degree with 2-4+ years ... and perform financial analyses for material and inventory processes (e.g. EACs, management ...
New
Associate Finance Business & Planning Analyst
Wichita, KS · On-site
$74K - $114K/yr
Bachelor's Degree with 3-5+ years of related work experience OR a Master's Degree with 2-4+ years ... and perform financial analyses for material and inventory processes (e.g. EACs, management ...
New
Associate Finance Business & Planning Analyst
Wichita, KS · On-site
$74K - $114K/yr
Bachelor's Degree with 3-5+ years of related work experience OR a Master's Degree with 2-4+ years ... and perform financial analyses for material and inventory processes (e.g. EACs, management ...
New
Associate Finance Business & Planning Analyst
Wichita, KS · On-site
$74K - $114K/yr
Bachelor's Degree with 3-5+ years of related work experience OR a Master's Degree with 2-4+ years ... and perform financial analyses for material and inventory processes (e.g. EACs, management ...
Associate Finance Business & Planning Analyst
Wichita, KS · On-site
$74K - $114K/yr
Bachelor's Degree with 3-5+ years of related work experience OR a Master's Degree with 2-4+ years ... and perform financial analyses for material and inventory processes (e.g. EACs, management ...
AR Specialist III Finance : Contracts QA
Lenexa, KS · On-site
$38K - $53K/yr
We demonstrate our commitment by offering outstanding benefit programs to ensure the physical, mental & financial well-being of our people is always met. Culture of Commitment Ask our associates why ...
AR Specialist III Finance : Contracts QA
Lenexa, KS · On-site
$38K - $53K/yr
We demonstrate our commitment by offering outstanding benefit programs to ensure the physical, mental & financial well-being of our people is always met. Culture of Commitment Ask our associates why ...
Warehouse Associate
Lenexa, KS · On-site
$20/hr
Hours are Monday to Friday 7:00 a.m. to 3:30 p.m. Responsibilities * Safely operate a stand-up ... financial well-being of our associates. Our competitive offering not only includes benefits like ...
Warehouse Associate
Lenexa, KS · On-site
$20/hr
Hours are Monday to Friday 7:00 a.m. to 3:30 p.m. Responsibilities * Safely operate a stand-up ... financial well-being of our associates. Our competitive offering not only includes benefits like ...
... toward ASA * 3+ years of actuarial experience, preferably in financial modeling, financial ... Associate assistance programs for your personal and professional well-being. Ready to Make an ...
... toward ASA * 3+ years of actuarial experience, preferably in financial modeling, financial ... Associate assistance programs for your personal and professional well-being. Ready to Make an ...
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PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
Leawood, KS • On-site
Full-time
Re-posted 8 days ago
Alvarez & Marsal rating
7.2
Based on 7 frontline employees who took The Breakroom Quiz
51st 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
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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