Senior Director, Financial Planning & Analysis
Location: Remote-eligible across the US East Coast
Reports to: Senior Head, Strategy & Planning
Ready to shape enterprise-wide financial decisions and influence Board-level outcomes?
Do you enjoy turning complex data into crisp, actionable insights? Are you a people-first finance leader who thrives on developing high-performing teams and partnering with senior executives to drive product profitability, pricing, and resource allocation? If you’re excited to take FP&A from “good” to “best in class,” this role is for you.
What You’ll Do
Lead and grow a team of 3 Finance Business Managers (with potential to expand to 4)—set clear goals, coach, and foster an inclusive, high-trust culture.
Act as a trusted adviser to senior leadership on product profitability, pricing, and resource allocation.
Own reporting and forecasting cadence—standardise processes, build metrics that matter, and elevate transparency for senior leaders and the Board.
Drive innovation in quarterly forecasting, annual budgeting, and long-term strategic planning—reducing error and increasing efficiency through modern tooling (e.g., Power BI, automation).
Partner cross-functionally (Product, Marketing, IT, HR, Finance) to embed sound financial considerations into business decisions and policy updates.
Prepare and contribute to Board-level materials and executive briefings with clear narratives and data visualisations.
Evaluate new products, investments, and initiatives through robust business cases and risk/return analysis to ensure strategic alignment.
Travel as needed (c.~10%; quarterly trips to Charlottesville; occasional East Coast).
What We’re Looking For
Bachelor’s degree in Business/Finance (or related field) and 8–10+ years of direct FP&A experience; financial services or complex, global/matrix environments a plus.
Proven people leader with a successful track record of managing and developing high-performing finance teams (3+ direct reports).
Advanced skills in Excel and PowerPoint with strong Power BI/data visualisation and financial modelling capability.
Executive presence with excellent communication—able to influence senior stakeholders and simplify complex issues for decision-making.
Strategic and forward-looking leader who navigates change with confidence and translates complexity into clear, actionable decisions.
Why Join Us
Enterprise impact: Direct line of sight to organisational strategy, the Leadership Team, CFO, and Board.
Modernise FP&A: Lead the evolution toward best-in-class processes, analytics, and automation (including Power BI and AI-enabled practices).
Mission-driven: Contribute to a global organisation advancing ethics, education, and professionalism in finance.
At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range: 180-195k per year. All salary ranges are subject to adjustment based on experience, education, location and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) plan, and a comprehensive medical benefits package.
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About CFA Institute
CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:
Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs
If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.
Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.
Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. Only those selected for further consideration will be contacted.
We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
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