CFO Consultant - Houston
Houston, TX · On-site
Master's degree preferred - CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) certification strongly preferred - X years of experience in financial analysis, budgeting, and ...
Houston, TX · On-site
Master's degree preferred - CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) certification strongly preferred - X years of experience in financial analysis, budgeting, and ...
Houston, TX · On-site
Master's degree preferred - CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) certification strongly preferred - X years of experience in financial analysis, budgeting, and ...
Radnor, PA · On-site
$106K - $177K/yr
Advanced degree Minimum of 5 years' relevant experience CFA (Chartered Financial Analyst) or progressing toward obtaining CFA designation Highly analytical Research-driven skill set Motivated self ...
Radnor, PA · On-site
$106K - $177K/yr
Advanced degree Minimum of 5 years' relevant experience CFA (Chartered Financial Analyst) or progressing toward obtaining CFA designation Highly analytical Research-driven skill set Motivated self ...
Radnor, PA · On-site
$106K - $177K/yr
Advanced degree Minimum of 5 years' relevant experience CFA (Chartered Financial Analyst) or progressing toward obtaining CFA designation Highly analytical Research-driven skill set Motivated self ...
Radnor, PA · On-site
$106K - $177K/yr
Advanced degree Minimum of 5 years' relevant experience CFA (Chartered Financial Analyst) or progressing toward obtaining CFA designation Highly analytical Research-driven skill set Motivated self ...
$124K - $166K/yr
Medical
Dental
Vision
Life
Retirement
PTO
This role requires the candidate to be CFA - Chartered Financial Analyst ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Manage existing client assets. * Meet with clients no less than annually to confirm ...
$124K - $166K/yr
Medical
Dental
Vision
Life
Retirement
PTO
This role requires the candidate to be CFA - Chartered Financial Analyst ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Manage existing client assets. * Meet with clients no less than annually to confirm ...
Juno Beach, FL · On-site
$85K - $106K/yr
CFA (Chartered Financial Analyst) * Master's - Accounting, Finance or Business Administration NextEra Energy offers a wide range of benefits to support our employees and their eligible family members.
Juno Beach, FL · On-site
$85K - $106K/yr
CFA (Chartered Financial Analyst) * Master's - Accounting, Finance or Business Administration NextEra Energy offers a wide range of benefits to support our employees and their eligible family members.
$93K - $116K/yr
Master's degree in Finance, Business Administration (MBA), OR CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) Experience and/or Training: Physical and Mental Demands • While ...
New
$93K - $116K/yr
Master's degree in Finance, Business Administration (MBA), OR CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) Experience and/or Training: Physical and Mental Demands • While ...
New
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...
NY · On-site
$140 - $210/hr
Chartered Financial Analyst (CFA) or CIMA Designation Hard Skills * Investment Products * Asset Allocation * Economic Analysis * Portfolio Management * Investment Decision Making * Methodology ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...
Holland, OH · On-site
Professional certifications such as CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst). * Experience working in a manufacturing industry with complex financial structures.
Holland, OH · On-site
Professional certifications such as CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst). * Experience working in a manufacturing industry with complex financial structures.
Charlotte, NC · Hybrid
$83K - $104K/yr
Medical
Dental
Retirement
PTO
Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...
Charlotte, NC · Hybrid
$83K - $104K/yr
Medical
Dental
Retirement
PTO
Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...
Washington, DC · Hybrid
$96K - $120K/yr
Medical
Dental
Retirement
PTO
Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...
Washington, DC · Hybrid
$96K - $120K/yr
Medical
Dental
Retirement
PTO
Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...
Charlotte, NC · On-site
$84K - $104K/yr
Medical
Dental
Retirement
PTO
Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...
Charlotte, NC · On-site
$84K - $104K/yr
Medical
Dental
Retirement
PTO
Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...
Charlotte, NC · Hybrid
$84K - $104K/yr
Medical
Dental
Retirement
PTO
Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...
Charlotte, NC · Hybrid
$84K - $104K/yr
Medical
Dental
Retirement
PTO
Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...
Washington, DC · Hybrid
$96K - $120K/yr
Medical
Dental
Retirement
PTO
Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...
Washington, DC · Hybrid
$96K - $120K/yr
Medical
Dental
Retirement
PTO
Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...
Washington, DC · On-site
$96K - $120K/yr
Medical
Dental
Retirement
PTO
Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...
Washington, DC · On-site
$96K - $120K/yr
Medical
Dental
Retirement
PTO
Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...
Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA); * Must have at least 3 consecutive years ...
Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA); * Must have at least 3 consecutive years ...
$38.5K - $45.7K
2% of jobs
$45.7K - $53K
4% of jobs
$53K - $60.2K
5% of jobs
$60.2K - $67.4K
9% of jobs
$70.4K is the 25th percentile. Wages below this are outliers.
$67.4K - $74.6K
12% of jobs
$74.6K - $81.9K
11% of jobs
The median wage is $86.9K / yr.
$81.9K - $89.1K
11% of jobs
$89.1K - $96.3K
14% of jobs
$101.2K is the 75th percentile. Wages above this are outliers.
$96.3K - $103.5K
12% of jobs
$103.5K - $110.8K
1% of jobs
$110.8K - $118K
20% of jobs
$38.5K
$88.1K
$118K
A CFA Chartered Financial Analyst is a finance professional with expertise in investment management, financial analysis, and portfolio strategy. CFAs often work in roles such as portfolio managers, investment analysts, and risk managers. Earning the CFA charter requires passing three rigorous exams and gaining relevant work experience. The designation is highly respected in the finance industry and signifies deep knowledge of financial markets, ethics, and investment principles.
To thrive as a CFA Chartered Financial Analyst, you need in-depth knowledge of financial analysis, investment management, portfolio construction, and a CFA charter, often combined with a degree in finance or a related field. Expertise in financial modeling, Bloomberg Terminal, Excel, and data analysis software is essential along with the prestigious CFA certification. Strong analytical thinking, attention to detail, and effective communication skills set top candidates apart. These skills and qualifications are crucial for making sound investment decisions and delivering strategic insights to clients or stakeholders.
CFA Chartered Financial Analysts often begin their careers in positions like investment analyst, equity research analyst, or portfolio assistant and can advance to senior roles such as portfolio manager, investment strategist, or even chief investment officer (CIO). Pursuing continued professional development and demonstrating consistent results can open pathways to leadership or specialized positions, including risk management or asset allocation. Many organizations support career growth through mentorship, continuing education, and internal mobility programs. Gaining diverse experience across asset classes and markets can further enhance advancement prospects in this competitive field.
Cities with the most Cfa Chartered Financial Analyst job openings:
States with the most job openings for Cfa Chartered Financial Analyst jobs include:
The top searched job categories for Cfa Chartered Financial Analyst jobs are:

Job Summary:
We are seeking a CFO with FP&A (Financial Planning & Analysis) experience to join our team in the North West Houston area. The CFO Consultant will be responsible for overseeing all financial activities of our clients organization, including financial planning, budgeting, forecasting, and analysis.
Qualifications:
- Bachelor's degree in Finance, Accounting, or related field; Master's degree preferred
- CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) certification strongly preferred
- X years of experience in financial analysis, budgeting, and forecasting
- Strong knowledge of financial reporting and compliance requirements
- Proficiency in financial software and advanced Excel skills
- Excellent communication and presentation skills
- Ability to work collaboratively in a team environment
Responsibilities:
- Develop and maintain financial models for forecasting, budgeting, and analysis
- Prepare monthly, quarterly, and annual financial reports
- Analyze financial data and provide insights to support decision-making
- Monitor financial performance and identify areas for improvement
- Ensure compliance with financial regulations and standards
- Collaborate with other departments to support financial goals and objectives
- Manage the financial close process and ensure accuracy of financial statements
Location:
North West Houston Area
If you meet the qualifications and are looking to contribute to a dynamic finance team, we encourage you to apply for the Financial Controller position with FP&A in the North West Houston area.
#IND3
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Accounting services
201 - 500 Employees
Salt Lake City, UT, US
2005