At a Glance
- Tasks: Partner with leaders to turn financial data into impactful decisions and insights.
- Company: Join CFA Institute, a mission-driven organisation advancing the investment profession.
- Benefits: Competitive salary, flexible work options, comprehensive health benefits, and generous time off.
- Other info: Opportunity for career growth and involvement in innovative finance practices.
- Why this job: Shape business decisions and enhance finance processes in a dynamic, evolving team.
- Qualifications: Experience in FP&A, strong analytical skills, and ability to communicate with senior stakeholders.
The predicted salary is between 65000 - 75000 £ per year.
Do you enjoy partnering with senior business leaders to turn financial data into clear decisions?
Can you move beyond reporting to shape the story, challenge assumptions and improve how finance supports the business?
Are you looking for an FP&A role where business partnering, process improvement and smarter use of data all matter?
- CFA Institute is hiring a
- Finance Business Partner
(official internal job title is Finance Business Manager) to act as a strategic FP&A partner to assigned business areas.
In this role, you will help leaders understand performance, make informed decisions and connect financial planning to business priorities.
You will own core planning and reporting rhythms while also helping the Finance team improve data quality, reporting processes and the way insight is used across the organisation.
This is a hands‑on business partnering role for someone who can work with the numbers, shape the narrative and bring thoughtful recommendations to senior stakeholders.
What You'll Do
- Act as a Finance Business Partner for assigned business areas, partnering with divisional leaders as a trusted FP&A advisor.
- Lead core planning and reporting rhythms, including monthly reporting, forecasting, budgeting, variance analysis and management reporting.
- Translate financial data into clear narrative and insight for senior leadership, board and committee materials.
- Support business decisions through financial modelling, product profitability, revenue analysis, vendor performance review and scorecards where relevant.
- Work with HR Business Partners and business leaders 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 stronger data governance and future AI‑enabled analysis.
What We're Looking For
- Proven FP&A and finance business partnering experience, ideally in a mature organisation with structured planning, reporting and allocation processes.
- Strong financial analysis, modelling, forecasting, budgeting and management reporting capability.
- Ability to turn data into a clear business narrative and communicate confidently with senior stakeholders.
- Strong Excel and Power Point skills, with comfort using 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 experience in business, finance or a related field; UK accounting / finance qualifications such as ACA, ACCA, CIMA, CFA progress or MBA are helpful.
- Nice to have
- MBA, ACA, ACCA, CIMA, CFA progress or another relevant finance qualification.
- Experience with Tableau, Power BI, Net Suite or similar ERP / reporting tools.
- Experience supporting product profitability, revenue modelling, vendor analysis or scorecard reporting.
- Interest in using AI tools to improve analysis, review materials or strengthen finance workflows.
- Why Join Us
- Partner closely with business leaders and help shape decisions across a global organisation.
- Join a Finance team that is evolving from reporting delivery toward stronger insight, data governance and process improvement.
- Work on visible materials and analysis that support senior leadership, board and committee decision‑making.
- Help mature the FP&A function while building broad organisational knowledge across CFA Institute.
- Be part of a mission‑driven organisation focused on advancing the investment profession.
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: £65,000 – £75,000 per year.
Actual salary within the stated ranges will depend on the individual's experience, qualifications, skills, location, and other job‑related factors.
Additional benefits include eligibility for an annual discretionary incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.
We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs.
You can learn more on our careers site
Working at CFA Institute | Comprehensive Benefits
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 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 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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Finance Business Partner employer: CFA Institute
M&G plc is an exceptional employer that prioritises employee wellbeing and professional growth, offering a comprehensive benefits package including an 18% pension scheme, generous annual leave, and robust family support policies. Our inclusive work culture fosters collaboration and innovation, ensuring that every team member can thrive while contributing to our mission of providing confidence in financial solutions. Located in a vibrant area, we embrace flexible working arrangements to support a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Business Partner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like CFA Institute. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Business Partner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to CFA Institute.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on CFA Institute's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at CFA Institute
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with CFA Institute.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at CFA Institute will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former CFA Institute employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
