Financial Analysis Specialist
2 weeks ago
At CFA Institute, we foster a culture that values merit and rewards proactive individuals dedicated to enhancing customer satisfaction.
As we expand our operations both domestically and globally, we are eager to build a strong team that supports our growth trajectory.
We are currently seeking a Finance Business Analyst to contribute to our evolving team.
The Finance Business Analyst plays a crucial role in providing financial and operational support across various business sectors within CFA Institute.
This position demands a unique combination of financial expertise and IT knowledge, along with strong problem-solving abilities, adaptability to uncertainty, and a strategic, analytical, and creative mindset.
KEY RESPONSIBILITIES:
- Collaborate with the finance department to identify and implement efficiencies across diverse business scenarios.
- Engage with cross-functional teams to drive initiatives forward.
- Critically assess existing processes and suggest improvements to enhance best practices.
- Lead and support organizational initiatives at all levels.
- Prioritize tasks effectively to meet project deadlines.
- Encourage teamwork, knowledge sharing, and a positive work environment.
Stay updated on industry trends, new product developments, regulations, and technology through continuous professional development and training opportunities.
Perform additional duties as assigned.
QUALIFICATIONS:
Required:
- Bachelor's degree in accounting, finance, or IT, or equivalent experience.
- Fundamental understanding of financial accounting principles.
- Familiarity with the insurance sector.
- Proficient in Microsoft Office Suite, including Teams, Outlook, Word, and Excel.
- Competent in using standard office equipment.
- Willingness to travel as necessary (up to 15%).
Preferred:
- 3-5 years of experience in accounting, finance, or IT roles.
- Experience with Workday financial systems.
WHAT WE PROVIDE:
- Opportunities for professional growth and advancement.
- Competitive compensation.
Comprehensive benefits package:
- Health, dental, and vision insurance.
- 401(k) retirement plan.
Education support:
- Tuition reimbursement and student loan repayment assistance.
- Scholarships for dependents of employees.
Employee Stock Purchase Plan
Discretionary time off
We are proud to be an Equal Opportunity Employer, valuing diversity within our team and welcoming diverse applicants.
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