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Financial Strategy Analyst

2 months ago

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

Become a part of a prestigious financial institution where your expertise is recognized and valued. At CFA Institute, we prioritize our people and clients, ensuring a supportive environment that fosters growth and collaboration.

Our Mission:
We are dedicated to making a positive impact on the lives of our clients and colleagues, enhancing our communities and society as a whole.

As an innovative and inclusive organization, we attract and nurture talent, driving performance excellence and a sense of belonging.

Your Role:
The Financial Planning & Analysis team is looking for a highly skilled and motivated FP&A Analyst III to support our organization's financial planning and analysis efforts.

In this role, you will enable informed decision-making through insightful financial analysis, refine financial planning processes, and apply best practices to tackle complex challenges.

Key Responsibilities:

  • Establish a robust network of relationships across Finance and related functions to serve as a trusted partner for stakeholders.
  • Utilize advanced analytical skills for forecasting and complex modeling, identifying opportunities to apply various statistical and analytical concepts.
  • Deliver impactful analyses that transform intricate data into actionable insights and recommendations.
  • Educate business areas on the financial implications of their decisions, recommending optimal solutions to guide strategic direction.
  • Develop and implement divisional and firm-level metrics to promote accountability and awareness of results.
  • Create tailored management-level reports and dashboards to support organizational initiatives.
  • Summarize complex information and present it clearly to senior management.
  • Lead and participate in cross-functional teams to implement projects aligned with business objectives.

Qualifications:

  • Bachelor's degree in a relevant field.
  • 4+ years of experience in a Financial Planning & Analysis role, with advanced proficiency in Microsoft Office Suite.

Preferred Qualifications:

  • Advanced Degree (MBA / MSF) or comparable certifications (CFA, CPA, etc.).
  • Experience with SQL, Tableau, Power BI, or other data visualization tools.
  • Familiarity with financial planning tools such as PeopleSoft Financials or OneStream.

At CFA Institute, we are committed to creating an environment where everyone feels they belong. We value our associates' contributions and recognize their efforts through a comprehensive rewards program that supports long-term career growth and financial well-being.

Salary: Competitive and based on skills, experience, and education.