Finance Business Manager

In this Finance Business Partner role, you collaborate with senior leaders to turn financial data into strategic insights, bridging planning, forecasting and reporting with business priorities. You will lead core planning cycles, enhance data quality and governance, and help shape decisions with clear narratives. The position blends hands-on FP&A work with shaping how finance adds value across CFA Institute's global mission.

• annual discretionary incentive bonus
• 12% employer contribution to 401(k) or pension
• comprehensive medical benefits package
• health coverage
• generous time off
• flexible work options

• Act as a Finance Business Partner for assigned business areas, collaborating with divisional leaders as FP&A advisor
• Lead core planning and reporting rhythms: monthly reporting, forecasting, budgeting, variance analysis, and management reporting
• Translate financial data into clear narratives for senior leadership, board and committee materials
• Support decisions through financial modelling, product profitability, revenue analysis, vendor performance review and scorecards
• Coordinate with HR Partners on headcount, compensation forecasting and capacity planning
• Identify opportunities to improve data quality, reporting processes, planning methods and use of finance tools
• Contribute to the Finance team's longer-term maturity journey, including data governance and AI-enabled analysis

• 5+ years of FP&A and finance business partnering experience
• Strong financial analysis, modelling, forecasting, budgeting and management reporting capability
• Ability to turn data into a clear business narrative and communicate with senior stakeholders
• Strong Excel and PowerPoint skills; comfortable with financial systems and reporting tools
• Evidence of critical thinking, ownership and judgement; able to identify issues, develop options and recommend a way forward
• Experience supporting process improvement, data governance, reporting enhancement or finance systems/tooling improvements
• Bachelor's degree or equivalent in business, finance or related field; CPA, MBA, CFA progress or similar credentials helpful

• Communication with senior stakeholders
• Critical thinking
• Ownership and judgement
• Excel
• PowerPoint
• Financial systems/tools