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Senior Financial Planning Analyst

2 months ago

West Columbia, South Carolina, United States CFA Institute Full time
Join a Leading Financial Organization

Become part of a prestigious financial institution where your input is valued. At CFA Institute, we prioritize our people and their development. With a vast network of clients and professionals, we focus on enhancing the financial landscape while maintaining our commitment to ethical practices.

Our Mission:
We strive to create a positive impact by improving the lives of our clients and colleagues, while also contributing to the betterment of our communities.

We are a forward-thinking, adaptable, and inclusive organization that attracts and nurtures talent, fostering an environment of excellence and belonging.

Key Responsibilities:
The Financial Planning & Analysis team is in search of a highly skilled and motivated FP&A Analyst to support our financial planning and analysis efforts.

  • Facilitate informed decision-making through insightful financial analysis and strategic recommendations.
  • Engage in annual and ad hoc planning processes, implementing driver-based forecasting.
  • Collaborate across departments to support strategies aimed at achieving both short-term and long-term objectives.
  • Build and maintain strong relationships with stakeholders to act as a trusted financial partner.
  • Conduct advanced analysis, including forecasting and complex modeling, to identify opportunities for improvement.
  • Prepare customized management reports and dashboards to support organizational initiatives.
  • Effectively communicate complex financial information to senior management.

Qualifications:
To be successful in this role, candidates should possess:

  • A Bachelor’s degree in a relevant field.
  • 4+ years of experience in Financial Planning & Analysis.
  • Proficiency in Microsoft Office Suite, particularly Excel, with advanced skills in data manipulation and analysis.

Preferred Qualifications:
Advanced degrees (MBA/MSF) or relevant certifications (CFA, CPA) are advantageous. Familiarity with data visualization tools such as SQL, Tableau, or Power BI is also beneficial.

At CFA Institute, we are committed to fostering an inclusive environment where every associate feels valued. We recognize and appreciate the contributions of our team members, promoting a culture of respect and support.

Compensation:
The salary for this position is competitive and based on experience, skills, and education.