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Financial Strategy Senior Associate

2 months ago


Virginia, Minnesota, United States CFA Institute Full time
Location: Remote

Position: Senior Associate, Financial Analysis - CFA Institute

We are in search of an effective communicator and analytical thinker to join our Finance team at CFA Institute.

As a Senior Associate, you will play a pivotal role in supporting key leaders within the organization, utilizing financial insights to shape strategy, prioritize initiatives, and drive impactful outcomes.

Your responsibilities will include analyzing current financial performance, understanding key drivers and their implications, and providing actionable recommendations based on your findings.

This position demands strategic acumen and high-level communication skills as you will directly assist members of the leadership team. You will have the chance to cultivate relationships across the organization and collaborate effectively to achieve strategic objectives.

Key Responsibilities:
  • Support the Finance team's objectives and drive significant outcomes.
  • Act as a strategic consultant to the organization, integrating into the leadership team for specific areas of support.
  • Articulate the narrative of financial results and forecasts in relation to business priorities.
  • Establish relationships across the organization to fulfill the Finance team's agenda.
  • Utilize financial insights to influence decision-making and outcomes.
  • Present analytical insights through clear, impactful, and executive-ready presentations.

Basic Qualifications:
  • Bachelor's Degree or equivalent military experience.
  • A minimum of 2 years' experience in financial analysis.
  • A minimum of 2 years' experience in financial modeling.

Preferred Qualifications:
  • Master's Degree in Business Administration (MBA) or Finance.
  • Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) certification.
  • 3+ years' experience in financial analysis.
  • 3+ years' experience in financial modeling.
  • Proficiency in Microsoft Excel and PowerPoint.

This role is not eligible for employment sponsorship.


CFA Institute offers a comprehensive and competitive benefits package that supports your overall well-being.

We are committed to diversity and inclusion in the workplace and encourage all qualified applicants to apply.

We promote a drug-free workplace.