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About the Role

Partner with senior business leaders to transform financial data into actionable decisions, shape financial narratives, challenge assumptions, and enhance how finance supports the business. This FP&A role emphasizes business partnering, process improvement, and leveraging data for insights.

Responsibilities

• Act as a Finance Business Partner for assigned business areas, serving as a trusted FP&A advisor to divisional leaders.
• Lead core planning and reporting processes, including monthly reporting, forecasting, budgeting, variance analysis, and management reporting.
• Translate financial data into clear narratives and insights for senior leadership, board, and committee materials.
• Support business decisions through financial modeling, product profitability analysis, revenue analysis, vendor performance review, and scorecards.
• Collaborate with HR Business Partners and business leaders on headcount, compensation forecasting, and capacity planning.
• Identify opportunities to enhance data quality, reporting processes, planning methodologies, and the utilization of finance tools.
• Contribute to the Finance team's long-term maturity, including strengthening data governance and exploring AI-enabled analysis.

Requirements

• Proven FP&A and finance business partnering experience, preferably within a mature organization with structured planning, reporting, and allocation processes.
• Strong capabilities in financial analysis, modeling, forecasting, budgeting, and management reporting.
• Ability to synthesize data into a clear business narrative and communicate effectively with senior stakeholders.
• Proficiency in Excel and PowerPoint, with experience using financial systems and reporting tools.
• Demonstrated critical thinking, ownership, and judgment, with the ability to identify issues, propose solutions, and recommend a course of action.
• Experience supporting process improvement, data governance, reporting enhancements, or finance systems/tooling upgrades.

Skills

• Financial Analysis
• Financial Modeling
• Forecasting
• Budgeting
• Management Reporting
• Data Narrative
• Stakeholder Communication
• Excel
• PowerPoint
• Financial Systems
• Reporting Tools
• Critical Thinking
• Process Improvement
• Data Governance
• AI Tools

Location

• London, UK

Work Type

• Hybrid

Experience Level

• Senior

Education Level

• Bachelor's degree or equivalent experience in business, finance, or a related field.
• UK accounting/finance qualifications such as ACA, ACCA, CIMA, CFA progress, or MBA are helpful.
• MBA, ACA, ACCA, CIMA, CFA progress, or other relevant finance qualification (Nice to have).
• Experience with Tableau, Power BI, NetSuite, or similar ERP/reporting tools (Nice to have).
• Experience supporting product profitability, revenue modeling, vendor analysis, or scorecard reporting (Nice to have).
• Interest in using AI tools to improve analysis, review materials, or strengthen finance workflows (Nice to have).

Salary/Compensations

• £65,000 - £75,000 per year

Benefits

• Eligibility for an annual discretionary incentive bonus
• 12% employer contribution to a 401(k) or pension plan
• Comprehensive medical benefits package
• Health coverage
• Generous time off
• Competitive retirement plans
• Flexible work options
• Wellbeing and development programs

About the Company

• CFA Institute is the global leader in investment excellence and ethics.
• With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets.
• Join a global organization committed to putting investors first.

Equal Opportunity

• We are an Equal Opportunity Employer.
• CFA Institute prohibits discrimination and harassment based on race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, caregiver 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.
• If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process by sending an email to TAHelpdesk@cfainstitute.org noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.