Manager, Finance Operations

at  CFA Institute

As the global association of investment professionals, CFA Institute sets the standard for professional excellence and credentials. We champion ethical behavior in investment markets and serve as the leading source of learning and research for the investment industry. We believe in fostering an environment where investors’ interests come first, markets function at their best, and economies grow. Spanning nearly 200,000 charterholders worldwide across 160 markets, CFA Institute has 10 offices and 160 local societies. Find us at
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At CFA Institute, we care about our employees’ mental, physical, social, and financial well-being. That’s why we are committed to providing a comprehensive, competitive benefits package that offers flexibility to make choices that meet their needs:

• Health & Well-being benefits that are amongst the best in the industry with full comprehensive Medical, Dental, and Vision for employees and their family members
• Comprehensive Leave and Time Off plans
• A focus on Financial Well-being means that we stack our retirement benefits against the most competitive standards.
• Flexible work arrangements
• Wellness, Education, and Employee Assistance Benefits

Job Description Summary:
CFA Institute are looking for an experienced finance professional with a passion for managing diverse projects and driving continuous improvements. Join our dynamic Finance team as a Manager, Finance Operations, where you’ll play a pivotal role in supporting financial, operational, and strategic goals across the division.
About the Role
As the Manager of Finance Operations, you’ll be at the heart of our Finance Division, managing a wide range of projects and collaborating with internal and external stakeholders. You’ll oversee budgeting, forecasting, and financial reporting, facilitate internal communications, and lead key operational processes. In this fun and interesting role each day will be different, blending project management, financial analysis, and strategic collaboration. You’ll have a direct impact on the success of the division and have the opportunity to learn along the way and grow your career.
The position reports to the Director, Finance Business Operations. It is eligible for hybrid/remote work, however the successful candidate will be required to work from the central London office one day a week.
Job Description:

Key Responsibilities:

• Reporting & Budgeting: Lead the budgeting process, quarterly forecasts, and monthly financial reviews. Collaborate with senior finance leaders to draft reports and presentations for leadership meetings.
• Project Management: Oversee finance-related projects, ensuring progress is tracked, risks are mitigated, and efficiency opportunities are identified.
• Insurance Program Management: Manage the organization’s Enterprise Commercial Insurance Program, liaising with brokers and overseeing renewals and claims.
• Divisional Communications: Develop and manage communications across the division, including newsletters, intranet updates, and employee engagement initiatives.

What We’re Looking For:

• Experience in a finance environment with direct finance experience.
• Professional accounting qualification and membership in a recognized accounting institution.
• Proven track record in financial analysis and project management.
• Strong communication and interpersonal skills, with the ability to engage and present to senior stakeholders.
• Exceptional organizational skills with the ability to manage multiple projects simultaneously.
• A strategic thinker with a keen eye for continuous improvement.
• An individual with an agile and positive mentality

Travel:

• Occasional travel to CFA Institute meetings, events, no more than 5%

If you’re a driven finance professional with a knack for project management and a desire to make an impact, we’d love to hear from you!
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.
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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.
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. Please send an email to
humanresources@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 the 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.
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• Reporting & Budgeting: Lead the budgeting process, quarterly forecasts, and monthly financial reviews. Collaborate with senior finance leaders to draft reports and presentations for leadership meetings.
• Project Management: Oversee finance-related projects, ensuring progress is tracked, risks are mitigated, and efficiency opportunities are identified.
• Insurance Program Management: Manage the organization’s Enterprise Commercial Insurance Program, liaising with brokers and overseeing renewals and claims.
• Divisional Communications: Develop and manage communications across the division, including newsletters, intranet updates, and employee engagement initiatives