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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Financial Aid Advisor
Wichita, KS · On-site
$18 - $23.25/hr
This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...
Financial Aid Advisor
Wichita, KS · On-site
$18 - $23.25/hr
This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...
Financial Aid Advisor
Wichita, KS · On-site
$18 - $23.25/hr
This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...
Financial Aid Advisor
Wichita, KS · On-site
$18 - $23.25/hr
This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...
Financial Aid Advisor
Wichita, KS · On-site
$26.27 - $28.21/hr
This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...
Financial Aid Advisor
Wichita, KS · On-site
$26.27 - $28.21/hr
This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...
Associate Wealth Management Advisor
Kansas City, KS · Hybrid
$70K - $90K/yr
... Associate Wealth Management Advisor to support senior advisors in delivering comprehensive ... This role plays a key part in preparing financial planning work, supporting client relationships ...
Quick apply
Associate Wealth Management Advisor
Kansas City, KS · Hybrid
$70K - $90K/yr
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Financial Counseling Representative
Manhattan, KS · On-site
$15.43 - $20.82/hr
on Financial Counseling Representative On-Site - Manhattan, Kansas | Ascension Via Christi Mercy ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...
Financial Counseling Representative
Manhattan, KS · On-site
$15.43 - $20.82/hr
on Financial Counseling Representative On-Site - Manhattan, Kansas | Ascension Via Christi Mercy ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...
Financial Counseling Representative
Manhattan, KS · On-site
$15.43 - $20.82/hr
on Financial Counseling Representative On-Site - Manhattan, Kansas | Ascension Via Christi Mercy ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...
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Manhattan, KS · On-site
$15.43 - $20.82/hr
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Financial Aid Counselor
Colby, KS · On-site
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Quick apply
Financial Aid Counselor
Colby, KS · On-site
$19.50/hr
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The Financial Analyst is responsible for developing, analyzing and delivering meaningful reporting as well as supporting the workflow optimization process. Description: We are seeking an analytical ...
The Financial Analyst is responsible for developing, analyzing and delivering meaningful reporting as well as supporting the workflow optimization process. Description: We are seeking an analytical ...
Financial Analyst
Overland Park, KS · On-site
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Financial Analyst
Overland Park, KS · On-site
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Financial Aid Counselor
Colby, KS · On-site
$19.50/hr
Associate degree is required. Essential Duties The below list of essential duties is a snapshot of what the position entails: * Advise students and families on financial aid programs, eligibility ...
Financial Aid Counselor
Colby, KS · On-site
$19.50/hr
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Financial Analyst
Kansas City, KS · On-site
Support the financial planning process, including budgets, re-forecasts, and capital planning * Provide monthly variance analysis of financial statements * Support external reporting with accurate ...
Financial Analyst
Kansas City, KS · On-site
Support the financial planning process, including budgets, re-forecasts, and capital planning * Provide monthly variance analysis of financial statements * Support external reporting with accurate ...
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Support the financial planning process, including budgets, re-forecasts, and capital planning * Provide monthly variance analysis of financial statements * Support external reporting with accurate ...
Quick apply
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Our Accounting and Finance Career Program is an accelerated leadership development program designed to provide top college graduates with a path toward key business leadership roles. This program ...
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Financial Associate information
See Kansas salary details
$27.2K - $35.9K
10% of jobs
$43.4K is the 25th percentile. Wages below this are outliers.
$35.9K - $44.6K
18% of jobs
The median wage is $52.3K / yr.
$44.6K - $53.3K
26% of jobs
$53.3K - $62.1K
19% of jobs
$64.2K is the 75th percentile. Wages above this are outliers.
$62.1K - $70.8K
11% of jobs
$70.8K - $79.5K
10% of jobs
$79.5K - $88.2K
3% of jobs
$88.2K - $96.9K
2% of jobs
$96.9K - $105.6K
1% of jobs
$105.6K - $114.4K
1% of jobs
$114.4K - $123.1K
0% of jobs
$27.2K
$62.8K
$123.1K
How much do financial associate jobs pay per year?
What are the key skills and qualifications needed to thrive as a financial associate?
What are some common challenges financial associates face when managing multiple client portfolios?
What is the difference between Financial Associate vs Financial Analyst?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used in investment analysis, asset management, and corporate strategy |
Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.
What does a financial associate do?
What are the most commonly searched types of Financial jobs in Kansas?
The most popular types of Financial jobs in Kansas are:
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For Financial Associate jobs in Kansas, the most frequently searched job titles are:
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The top searched job categories for Financial Associate jobs in Kansas are:
What cities in Kansas are hiring for Financial Associate jobs?
Cities in Kansas with the most Financial Associate job openings:

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
#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