Senior Analyst, FP&A

Company: CFA Institute
Location: Washington
Posted on: April 1, 2025

Job Description:

QUALIFICATIONSThis role requires:

• Candidates must live in the United States.
• Bachelor's degree in finance, accounting, economics, or related field; or an equivalent combination of education and experience.
• 4-6 years of progressive financial planning and analysis experience preferably in a similar non-profit, marketplace businesses, and or transactional (one-time) revenue streams of $30 million or greater.
• Experience using financial systems to prepare and manage budgets and forecasts, including the ability to develop and maintain a comprehensive financial projection model.
• Experience with financial planning and reporting software.
• Experience with analytics and visualization software (e.g., Tableau, Qlik).
• Strong understanding of US GAAP; ability to communicate differences in GAAP and cash financials.
• Strong analytical/modeling skills and experience executing budgeting and strategic planning processes for complex financial reporting organizations.
• Excel fluency and superior financial modeling, quantitative, and analytical skills with comfort creating scalable models as well as proficiency in PowerPoint/Google Slides.
• Attention to Detail: Executes their financial analysis with a high standard of precision and accuracy.
• Expertise: Displays a deep understanding of technical concepts and industry trends.
• Leadership: Exhibits leadership qualities by guiding and mentoring junior team members.
• Decision Making: Makes well-informed decisions based on experience and data analysis.
• Analytic Skills: Ability to think objectively and interpret meaningful themes from quantitative and qualitative data and strong stewardship of confidential and/or sensitive information.
• Adaptability: Ensures effective performance when faced with ambiguity, changing environments, and demands.
• Financial and Business Acumen: Ability to evaluate financial and business indicators and translate data into actionable information to drive results.
• Planning and Priority Setting: Demonstrates an ability to set objectives and goals and organize work appropriately to meet and exceed goals. Includes the capacity to both think strategically and execute tactically, embodying a blend of technical, creative, business, and communication skills.
• Relationship Management: Able to build constructive and effective relationships with a broad and diverse group of business partners.The ideal candidate will possess:
  • Master's degree in Finance, Accounting, Economics, or related field; or an equivalent combination of education and experience.
  • Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) or equivalent certification.
  • Grant and/or government contracting financial modeling and reporting experience.
  • Experience with Workday Adaptive.
  • Influencing and Negotiation: Ability to influence at all levels, as well as demonstrated ability to work effectively within a team and be assertive in driving successful management strategies.
  • Presentation Skills: Effective in a variety of presentation settings (one-on-one, small, and large groups) and with peers and management team members.
  • Problem-Solving & Decision Quality: Encourages innovation and is able to use rigorous logic and methods to solve problems with effective, efficient, and creative solutions.
  • A passion for higher education is a plus.PAY RANGE$95,000 - $101,578BENEFITSCommon App is a virtual first environment. We value our employees' time and efforts. Our commitment to your success is enhanced by our competitive salary and an extensive benefits package including:
    • Work-Life balance
    • Virtual-first office
    • Paid Time Off (PTO)
    • Seven company-wide holidays
    • Nine floating holidays* (floating holidays prorated depending on start date)
    • Sick leave
    • Monthly mental health dayVirtual-first support
      • Choice of PC or MAC laptop
      • May choose an external monitor, keyboard, mouse, and/or headset
      • One-time office set-up stipend
      • Monthly remote work stipend
      • Monthly mobile stipendFinancial security
        • Market-based salaries
        • Performance-based bonus
        • 403(b) retirement plan
        • 5% company contribution
        • Additional 5% company match
        • 3-year vesting schedule
        • Participation may begin immediatelyHealth & wellness
          • Choice of two health insurance plans
          • Health Savings Account, depending on health plan selection
          • Medical Flexible Savings Account, depending on health plan selection
          • Vision insurance
          • Dental insurance
          • Insurance coverage begins on the date of hire
          • Dependent Care Flexible Spending Account
          • Maven virtual clinic for women's and family health
          • Company provided life and ad&d insurance
          • Opportunity to purchase additional life insurance for self, spouse, and dependents
          • Company provided short and long-term disability insuranceCareer development
            • Budgeted annual funds for professional development
            • Growth opportunities within the companyAdditional perks
              • Mutual of Omaha Employee Assistance Program
              • Mutual of Omaha will preparation services
              • Mutual of Omaha travel assistance
              • Payroll dedication pet insurance through PinPaws
              • 1Password family accountWe work to maintain the best possible environment for our staff, where people can learn and grow. We strive to provide a diverse, collaborative, team-oriented, creative environment where each person feels encouraged to contribute to our processes, decisions, planning, and culture.HOW DO I APPLYTo apply for this opportunity, send your resume and cover letter with salary expectations.
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Keywords: CFA Institute, Washington DC , Senior Analyst, FP&A, Accounting, Auditing , Washington, DC