CFA InstituteRemote
Finance Business Partner
United States of America
Full Time
1 day ago
$100,000 - $120,000 USD
H1B Sponsor Likely
Key skills
Financial Planning and Analysis (FP&A)Financial ModellingForecastingBudgetingManagement ReportingVariance AnalysisExcelPowerPointFinancial SystemsData GovernanceProcess ImprovementTableauPower BINetSuiteCPAMBACFA progressAIBIERPLeadershipCritical Thinking
About this role
CFA Institute is the global leader in investment excellence and ethics. They are hiring a Finance Business Partner to act as a strategic FP&A partner, helping leaders understand performance and connect financial planning to business priorities.
Responsibilities:
- Act as a Finance Business Partner for assigned business areas, partnering with divisional leaders as a trusted FP&A advisor
- Lead core planning and reporting rhythms, including monthly reporting, forecasting, budgeting, variance analysis and management reporting
- Translate financial data into clear narrative and insight for senior leadership, board and committee materials
- Support business decisions through financial modelling, product profitability, revenue analysis, vendor performance review and scorecards where relevant
- Work with HR Business Partners and business leaders on headcount, compensation forecasting and capacity planning
- Identify opportunities to improve data quality, reporting processes, planning methods and use of finance tools
- Contribute to the Finance team's longer-term maturity journey, including stronger data governance and future AI-enabled analysis
Requirements:
- 5+ years of FP&A and finance business partnering experience, ideally in a mature organisation with structured planning, reporting and allocation processes
- Strong financial analysis, modelling, forecasting, budgeting and management reporting capability
- Ability to turn data into a clear business narrative and communicate confidently with senior stakeholders
- Strong Excel and PowerPoint skills, with comfort using financial systems and reporting tools
- Evidence of critical thinking, ownership and judgement: able to identify issues, develop options and recommend a way forward
- Experience supporting process improvement, data governance, reporting enhancement or finance systems/tooling improvements
- Bachelor's degree or equivalent experience in business, finance or a related field; CPA, MBA, CFA progress or similar finance credentials are helpful
- MBA, CPA, CFA progress or another relevant finance qualification
- Experience with Tableau, Power BI, NetSuite or similar ERP / reporting tools
- Experience supporting product profitability, revenue modelling, vendor analysis or scorecard reporting
- Interest in using AI tools to improve analysis, review materials or strengthen finance workflows