Strategic FP&A Partner for Growth & Insights

CFA Institute

Charlottesville (VA)

On-site

USD 100,000 - 120,000

Full time

14 days+
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Benefits offered by this job

Annual bonus
401(k) plan
Medical benefits
Flexible work

Job summary

CFA Institute is seeking a Finance Business Manager in the United States to act as a strategic FP&A partner across business areas. You will own core planning and reporting rhythms, translate data into narratives for senior leadership, and help connect financial planning to business priorities.

This hands‑on role shapes storylines and supports decisions with robust financial analysis. Ideal candidates bring 5+ years in FP&A, strong Excel/PowerPoint, and experience with data governance or finance

Qualifications

  • 5+ years in FP&A and finance business partnering with structured planning and reporting.

Responsibilities

  • Partner with assigned business areas as trusted FP&A advisor.
  • Lead monthly reporting, forecasting, budgeting, variance analysis, and management reporting.
  • Translate financial data into clear narrative for senior leadership and board materials.
  • Support decisions with financial modelling, product profitability, revenue analysis, and scorecards.
  • Collaborate with HR on headcount and compensation forecasting.
  • Improve data quality, reporting processes and finance tooling.

Skills

FP&A experience
Finance business partnering
Excel
PowerPoint
Financial modelling
Forecasting
Budgeting
Data storytelling
Stakeholder management
Tableau/Power BI

Education

Bachelor's degree or equivalent in business/finance
CPA
MBA
CFA progress

Tools

Tableau
Power BI
NetSuite
ERP/Reporting tools

Job description

CFA Institute is seeking a Finance Business Manager in the United States to act as a strategic FP&A partner across business areas. You will own core planning and reporting rhythms, translate data into narratives for senior leadership, and help connect financial planning to business priorities.

This hands‑on role shapes storylines and supports decisions with robust financial analysis. Ideal candidates bring 5+ years in FP&A, strong Excel/PowerPoint, and experience with data governance or finance

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