Financial Analysis Specialist

2 weeks ago


Doral, Florida, United States CFA Institute Full time


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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