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Principal Consultant for Financial Operations

2 months ago


Baltimore, Maryland, United States CFA Institute Full time

Job Family :
Finance & Accounting Consulting

Travel Required :
Up to 10%

Clearance Required :
Active Top Secret SCI with Polygraph

Role Overview :
As a Senior Consultant in Financial Management, you will collaborate with clients to enhance the efficiency of their financial operations. This elite team provides guidance on comprehensive financial oversight and corporate performance optimization.

The Advisory Financial Management team is well-versed in the fundamental operating environments of finance functions across various organizations, from emerging startups to large multinational corporations.

Candidates typically bring expertise in refining transactional processes and decision-making frameworks, advancing supporting technologies, and optimizing organizational structures to enhance process effectiveness and operational efficiency.

Essential skills include exceptional written and verbal communication abilities, alongside proficiency in change management.

Qualifications Required :
An ACTIVE and CURRENT TOP SECRET/SCI federal security clearance with a Counterintelligence (CI) polygraph; candidates must be prepared to upgrade to a Full Scope (FS) polygraph post-hire.
A Bachelor’s degree is required.
A minimum of THREE (3) years of experience in finance-related roles, such as budgeting, accounting, or auditing.

Preferred Qualifications :
An ACTIVE and CURRENT TS/SCI clearance with Full Scope (FS) polygraph is advantageous.
Professional certifications such as CPA, CGFM, or CDFM are desirable.
Demonstrated knowledge of federal accounting and auditing standards, including federal financial statement auditing, internal controls, audit liaison, financial reporting, and financial business process reengineering, as well as data analytics.

Comprehensive understanding of process improvement in areas such as shared services, outsourcing, finance transformation, performance management, financial systems optimization, and talent management is beneficial.


What We Provide :


CFA Institute offers a robust total rewards package, featuring competitive salaries and a flexible benefits structure that underscores our commitment to fostering a diverse and inclusive workplace.


Benefits include:
Medical, Rx, Dental & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Potential eligibility for a discretionary variable incentive bonus
Parental Leave and Adoption Assistance
401(k) Retirement Plan
Basic Life & Supplemental Life Insurance
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability Insurance
Student Loan PayDown
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
Mobility Stipend

About CFA Institute
CFA Institute is an Equal Employment Opportunity / Affirmative Action employer.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.


CFA Institute will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance.


If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact CFA Institute Recruiting.

All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

CFA Institute does not accept unsolicited resumes through or from search firms or staffing agencies.

All unsolicited resumes will be considered the property of CFA Institute and CFA Institute will not be obligated to pay a placement fee.