Finance Business Partner

CFA Institute; Charlottesville (VA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Discretionary bonus

401(k) employer contribution

Medical benefits

Health coverage

Generous time off

Competitive retirement plans

Flexible work options

Wellbeing and development programs

Job summary

CFA Institute is hiring a Finance Business Partner to act as a strategic FP&A partner to assigned business areas in the United States. This hands-on role focuses on turning data into clear decisions, shaping the financial story and guiding senior stakeholders with insightful recommendations.

You will own core planning, monthly reporting, forecasting and budgeting rhythms, while improving data quality and finance tooling usage across the organization. A CPA, MBA, or CFA progress is helpful.

Qualifications

• 5+ years of FP&A and finance business partnering experience in a mature organisation
• Strong financial analysis, modelling, forecasting, budgeting and management reporting capability
• Ability to turn data into a clear business narrative and communicate with senior stakeholders
• Experience with process improvement, data governance or finance systems/tools

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 and scorecards.
• Collaborate with HR Business Partners on headcount, compensation forecasting and capacity planning.
• Identify opportunities to improve data quality, reporting processes and planning methods.
• Contribute to longer-term maturity of Finance, including data governance and AI-enabled analysis.

Skills

FP&A

Finance business partnering

Financial analysis

Forecasting

Budgeting

Excel

PowerPoint

Tableau

Power BI

NetSuite

Data governance

AI-enabled analysis

Education

Bachelor's degree in business or finance

Tools

Tableau

Power BI

NetSuite

ERP/Reporting tools

Job description

Location

United States - approved National Locations (VA or FL preferred; NC or GA also considered)

About the Role

Do you enjoy partnering with senior business leaders to turn financial data into clear decisions? Can you move beyond reporting to shape the story, challenge assumptions and improve how finance supports the business? Are you looking for an FP&A role where business partnering, process improvement and smarter use of data all matter? CFA Institute is hiring a Finance Business Partner (official internal job title is Finance Business Manager) to act as a strategic FP&A partner to assigned business areas. In this role, you will help leaders understand performance, make informed decisions and connect financial planning to business priorities. You will own core planning and reporting rhythms while also helping the Finance team improve data quality, reporting processes and the way insight is used across the organisation. This is a hands‑on business partnering role for someone who can work with the numbers, shape the narrative and bring thoughtful recommendations to senior stakeholders.

What You’ll Do

• 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.

What We’re Looking For

• 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.
• Nice to have 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.

Why Join Us

Partner closely with business leaders and help shape decisions across a global organisation. Join a Finance team that is evolving from reporting delivery toward stronger insight, data governance and process improvement. Work on visible materials and analysis that support senior leadership, board and committee decision‑making. Help mature the FP&A function while building broad organisational knowledge across CFA Institute. Be part of a mission‑driven organisation focused on advancing the investment profession.

At CFA Institute, we are committed to transparency and equity in our hiring process. We provide compensation information for this position: Expected salary range: $100,000 - $120,000 per year. Actual salary within the stated ranges will depend on the individual's experience, qualifications, skills, location, and other job‑related factors.

• Eligibility for an annual discretionary incentive bonus.
• A 12% employer contribution to a 401(k) or pension plan.
• A comprehensive medical benefits package.
• Health coverage.
• Generous time off.
• Competitive retirement plans.
• Flexible work options.
• Wellbeing and development programs.

Equal Opportunity and Diversity

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, caregiver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio‑economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, transfer, leave of absence and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.

When you work at CFA Institute, you become part of something bigger. We are a globally recognised organisation committed to promoting the highest standards of ethics and professional excellence in the investment industry. The skills and experience you develop throughout your career directly support that mission. By investing in our people, we enable both our employees and our organization to succeed.

Join a talented and diverse team supporting our mission to lead the global investment profession.

We thank all those who apply.