FP&A Director
Atlanta, GA ยท Hybrid
Prepare and deliver executive and board-level reporting, including financial presentations, KPI ... Hybrid (2 days per week in office) We are proud to offer a range of incentives to our employees ...
Atlanta, GA ยท Hybrid
Prepare and deliver executive and board-level reporting, including financial presentations, KPI ... Hybrid (2 days per week in office) We are proud to offer a range of incentives to our employees ...
Atlanta, GA ยท Hybrid
Prepare and deliver executive and board-level reporting, including financial presentations, KPI ... Hybrid (2 days per week in office) We are proud to offer a range of incentives to our employees ...
Leads the execution of day-to-day financial tasks while supporting higher-level strategic ... CGMA, CPA, CMA, or CFA Years of Experience: 8-11 Years Preferred experience: Contract acumen and ...
Leads the execution of day-to-day financial tasks while supporting higher-level strategic ... CGMA, CPA, CMA, or CFA Years of Experience: 8-11 Years Preferred experience: Contract acumen and ...
... two sentences the major purpose and responsibility of the job. This section provides a high-level ... JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study ...
... two sentences the major purpose and responsibility of the job. This section provides a high-level ... JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study ...
TheInvestment Banking Associate II performs a wide range of complex analytical and high-level ... g., CFA) preferred but notrequired. 5-7 years of total relevant investment banking ...
TheInvestment Banking Associate II performs a wide range of complex analytical and high-level ... g., CFA) preferred but notrequired. 5-7 years of total relevant investment banking ...
... two sentences the major purpose and responsibility of the job. This section provides a high-level ... JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study ...
... two sentences the major purpose and responsibility of the job. This section provides a high-level ... JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study ...
Atlanta, GA ยท On-site
What You'll Do: * Direct, mentor, and develop a team of two financial analysts to drive high ... Bachelor degree in Accounting, Finance, or a related field required, with a CPA, CFA, or MBA ...
Atlanta, GA ยท On-site
What You'll Do: * Direct, mentor, and develop a team of two financial analysts to drive high ... Bachelor degree in Accounting, Finance, or a related field required, with a CPA, CFA, or MBA ...
... two sentences the major purpose and responsibility of the job. This section provides a high-level ... JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study ...
... two sentences the major purpose and responsibility of the job. This section provides a high-level ... JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study ...
What You'll Do: * Direct, mentor, and develop a team of two financial analysts to drive high ... Bachelor degree in Accounting, Finance, or a related field required, with a CPA, CFA, or MBA ...
Quick apply
What You'll Do: * Direct, mentor, and develop a team of two financial analysts to drive high ... Bachelor degree in Accounting, Finance, or a related field required, with a CPA, CFA, or MBA ...
What You'll Do: * Direct, mentor, and develop a team of two financial analysts to drive high ... Bachelor degree in Accounting, Finance, or a related field required, with a CPA, CFA, or MBA ...
What You'll Do: * Direct, mentor, and develop a team of two financial analysts to drive high ... Bachelor degree in Accounting, Finance, or a related field required, with a CPA, CFA, or MBA ...
... two sentences the major purpose and responsibility of the job. This section provides a high-level ... JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study ...
... two sentences the major purpose and responsibility of the job. This section provides a high-level ... JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study ...
Monitor and manage portfolio-level risk metrics, including concentration limits, Key Risk ... a related field. 2. Professional certifications such as CCRMP, CCRM, CFA, FRM, or PRM. 3. ...
Monitor and manage portfolio-level risk metrics, including concentration limits, Key Risk ... a related field. 2. Professional certifications such as CCRMP, CCRM, CFA, FRM, or PRM. 3. ...
Atlanta, GA ยท On-site
$103K - $177K/yr
This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and ... ASA/FSA, CFA, or CEBS credentials preferred. * National Accounts experience strongly preferred.
Atlanta, GA ยท On-site
$103K - $177K/yr
This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and ... ASA/FSA, CFA, or CEBS credentials preferred. * National Accounts experience strongly preferred.
$106K - $139K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... level reviews of tax research of individual, fiduciary, partnership, closely-held corporations ...
$106K - $139K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... level reviews of tax research of individual, fiduciary, partnership, closely-held corporations ...
Conyers, GA ยท On-site
Through our two business segments, Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS ... Submit RFA/claim/CFA form on behalf of the customer per company policy " Skills and Minimum ...
Conyers, GA ยท On-site
Through our two business segments, Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS ... Submit RFA/claim/CFA form on behalf of the customer per company policy " Skills and Minimum ...
... * 2-5 years of experience in financial services, preferably within asset management * Strong ... CFA (or progress toward) is a plus Full Time / Part Time Full time Worker Type Employee Job Exempt ...
... * 2-5 years of experience in financial services, preferably within asset management * Strong ... CFA (or progress toward) is a plus Full Time / Part Time Full time Worker Type Employee Job Exempt ...
Conyers, GA ยท On-site
Through our two business segments, Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS ... Submit RFA/claim/CFA form on behalf of the customer per company policy " Skills and Minimum ...
Conyers, GA ยท On-site
Through our two business segments, Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS ... Submit RFA/claim/CFA form on behalf of the customer per company policy " Skills and Minimum ...
Conyers, GA ยท On-site
Through our two business segments, Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS ... Submit RFA/claim/CFA form on behalf of the customer per company policy " Skills and Minimum ...
Conyers, GA ยท On-site
Through our two business segments, Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS ... Submit RFA/claim/CFA form on behalf of the customer per company policy " Skills and Minimum ...
$100K - $120K/yr
Combine relevant information into executive-level findings for team members and clients. * Prepare ... Bachelor's degree in Finance or Accounting (advanced degree is a plus) * 2 to 4 years of experience ...
$100K - $120K/yr
Combine relevant information into executive-level findings for team members and clients. * Prepare ... Bachelor's degree in Finance or Accounting (advanced degree is a plus) * 2 to 4 years of experience ...
Conyers, GA ยท On-site
Through our two business segments, Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS ... Submit RFA/claim/CFA form on behalf of the customer per company policy " Skills and Minimum ...
Conyers, GA ยท On-site
Through our two business segments, Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS ... Submit RFA/claim/CFA form on behalf of the customer per company policy " Skills and Minimum ...
Conyers, GA ยท On-site
Through our two business segments, Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS ... Submit RFA/claim/CFA form on behalf of the customer per company policy " Skills and Minimum ...
Conyers, GA ยท On-site
Through our two business segments, Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS ... Submit RFA/claim/CFA form on behalf of the customer per company policy " Skills and Minimum ...
$32.9K - $40.2K
5% of jobs
$40.2K - $47.4K
1% of jobs
$47.4K - $54.7K
2% of jobs
$54.7K - $61.9K
7% of jobs
$66.1K is the 25th percentile. Wages below this are outliers.
$61.9K - $69.2K
16% of jobs
The median wage is $75.4K / yr.
$69.2K - $76.5K
21% of jobs
$76.5K - $83.7K
17% of jobs
$87K is the 75th percentile. Wages above this are outliers.
$83.7K - $91K
11% of jobs
$91K - $98.2K
5% of jobs
$98.2K - $105.5K
10% of jobs
$105.5K - $112.7K
4% of jobs
$32.9K
$77.3K
$112.7K
Professionals at the CFA Level 2 stage often support senior analysts or portfolio managers by conducting in-depth financial analysis, building valuation models, and performing sector or company research. They may be tasked with compiling research reports, gathering market intelligence, and contributing to investment strategy discussions. Collaboration with other analysts, attending meetings with management teams, and assisting in client presentations are also typical duties. This hands-on experience is valuable both for professional development and for progressing toward more senior investment roles.
To thrive as a CFA Level 2 candidate or charterholder, you need advanced knowledge of investment analysis, portfolio management, and financial reporting, typically supported by passing the CFA Level I exam and progressing through the CFA Level II curriculum. Strong command of Excel, financial modeling tools, and Bloomberg Terminal is commonly expected in this role. Outstanding analytical thinking, attention to detail, and clear communication are essential soft skills for interpreting data and presenting investment recommendations. These abilities are crucial for success because they enable informed, accurate decision-making and effective collaboration in high-stakes financial environments.
A CFA Level 2 job typically refers to roles in finance and investment where candidates have passed the Level 2 exam of the Chartered Financial Analyst (CFA) program. These roles may include investment analysts, equity researchers, portfolio analysts, or financial consultants. While passing Level 2 enhances job prospects, most employers value relevant experience alongside CFA progress. Candidates often work in asset management, investment banking, or financial planning. Completing Level 2 demonstrates strong financial analysis and valuation skills.

Full-time
Medical, Life, Retirement, PTO
Posted 7 days ago
At Finastra, we're a global leader in financial services software, dedicated to expanding access to financial services and shaping what's next for the industry. Our technology powers missioncritical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world's top 50 banks, in more than 110 countries.
What Will You Contribute?
As Director, FP&A, you will serve as a strategic finance leader responsible for driving the company's forecasting, planning, reporting, and financial performance management processes. Reporting to the Head of FP&A, you will partner closely with executive leadership and business leaders across multiple business units to provide insights that support informed decision-making and long-term growth.
This role leads a team of finance professionals and plays a critical role in consolidating financial results, developing executive-level reporting, and translating complex financial information into meaningful business recommendations. The ideal candidate combines strong financial planning expertise with business acumen, leadership capability, and the ability to influence stakeholders across the organization.
Responsibilities & Deliverables
Lead the company's forecasting, budgeting, and long-range planning processes across multiple business units.
Oversee the consolidation of financial results and ensure consistent reporting, methodologies, and financial visibility across the organization.
Develop and maintain financial models that connect operational drivers to business performance and financial outcomes.
Prepare and deliver executive and board-level reporting, including financial presentations, KPI dashboards, forecasts, and business insights.
Analyze financial and operational performance, identify trends, risks, and opportunities, and provide strategic recommendations to leadership.
Partner with leaders across Finance, Strategy, Revenue, and Operations to support planning, decision-making, and business performance initiatives.
Monitor and forecast recurring revenue metrics, including ARR, MRR, retention, bookings, and other key SaaS performance indicators.
Lead, coach, and develop a team of FP&A professionals while driving continuous improvement of reporting processes, systems, and financial planning capabilities.
Required Experience & Skills
Demonstrated experience leading forecasting, budgeting, financial planning, and management reporting processes within a complex organization.
Strong understanding of SaaS business models and recurring revenue metrics, including ARR, MRR, retention, churn, bookings, and unit economics.
Experience consolidating financial performance across multiple business units, product lines, or geographic regions.
Advanced financial modeling and analytical skills, with the ability to build and maintain sophisticated financial models.
Strong business acumen with the ability to interpret financial results, identify key drivers, and communicate actionable insights to executive stakeholders.
Experience preparing executive-level and board-ready financial reporting and presentations.
Proven leadership experience managing, mentoring, and developing finance professionals.
Ability to influence decision-making through strong communication, presentation, and stakeholder management skills.
Bachelor's degree in finance, Accounting, Economics, or a related field.
Experience with planning and ERP platforms such as Anaplan, NetSuite, or similar solutions is preferred.
Experience with business intelligence and reporting tools such as Power BI is preferred.
MBA, CPA, CFA, or equivalent professional qualification is considered an asset.
Experience supporting high-growth SaaS organizations, transaction activities, or strategic business initiatives is a plus.
Location: Sandy Springs, Atlanta, GA. Hybrid (2 days per week in office)
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:
Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Wellbeing: Access confidential onetoone support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive-inside and outside of work.
Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
Sustainability: Paid time off for volunteering and donationmatching opportunities to support causes that matter to you.
Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra-open to everyone who wants to participate and contribute.
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.
*Specific benefits may vary by location.
At Finastra, each individual is unique-bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.
Be unique. Be exceptional. Help us make a difference at Finastra.
Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.