1

Cfa Manager Jobs in Arizona (NOW HIRING)

Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...

Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...

Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...

Corporate Finance Tutor

Mesa, AZ · Remote

$18 - $40/hr

Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...

Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...

Corporate Finance Tutor

Tempe, AZ · Remote

$18 - $40/hr

Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...

Corporate Finance Tutor

Tucson, AZ · Remote

$18 - $40/hr

Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...

Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...

Previous managerial role in financial planning and analysis, budget and management reporting, cost and capex management, etc. * CPA, CMA, CFA or MBA is a plus * Bachelor's Degree in Accountancy ...

Progress toward the CFA designation or an interest in pursuing the CFA designation preferred. * Internship or professional experience in wealth management, financial planning, investment research ...

Progress toward the CFA designation or an interest in pursuing the CFA designation preferred. * Internship or professional experience in wealth management, financial planning, investment research ...

Progress toward the CFA designation or an interest in pursuing the CFA designation preferred. * Internship or professional experience in wealth management, financial planning, investment research ...

Showing results 41-60

Cfa Manager information

See Arizona salary details

$21.4K

$57.2K

$95.5K

How much do cfa manager jobs pay per year?

As of Sep 6, 2026, the average yearly pay for cfa manager in Arizona is $57,172.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $64,300.00 per year, depending on experience, location, and employer.

How does a CFA Manager typically collaborate with other departments within a financial organization?

A CFA Manager works closely with teams such as investment analysts, portfolio managers, compliance officers, and client relationship managers. Collaboration often involves sharing financial insights, contributing to investment strategies, and ensuring regulatory standards are met. Regular cross-departmental meetings and project coordination are common, which helps to align organizational goals and deliver comprehensive financial solutions to clients. Building strong communication channels is key to success in this role.

What are the key skills and qualifications needed to thrive as a CFA Manager, and why are they important?

To thrive as a CFA Manager, you need advanced financial analysis skills, a deep understanding of investment management, and typically a Chartered Financial Analyst (CFA) certification. Familiarity with financial modeling software, portfolio management systems, and data analysis tools like Bloomberg or FactSet is crucial. Strong leadership, decision-making, and communication skills help you guide teams and effectively convey complex financial information to stakeholders. These skills ensure sound investment decisions, regulatory compliance, and successful client and team management in a competitive financial environment.

What is the difference between Cfa Manager vs Cfa Analyst?

AspectCfa ManagerCfa Analyst
CredentialsChartered Financial Analyst (CFA) certification, management experienceCFA certification, entry to mid-level financial analysis skills
Work EnvironmentTeam leadership, strategic planning, client interactionData analysis, financial modeling, research
Employer & IndustryAsset management firms, investment banks, financial servicesInvestment firms, asset management, research departments

The main difference between a Cfa Manager and a Cfa Analyst lies in their responsibilities and experience. Cfa Managers oversee teams, develop strategies, and interact with clients, requiring leadership skills and management experience. Cfa Analysts focus on research, data analysis, and financial modeling, typically at an earlier career stage. Both roles require CFA certification, but the managerial position emphasizes leadership and strategic planning.

What are the most commonly searched types of Cfa jobs in Arizona?

The most popular types of Cfa jobs in Arizona are:

What are popular job titles related to Cfa Manager jobs in Arizona?

For Cfa Manager jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Cfa Manager jobs in Arizona look for?

The top searched job categories for Cfa Manager jobs in Arizona are:

What cities in Arizona are hiring for Cfa Manager jobs?

Cities in Arizona with the most Cfa Manager job openings:

Infographic showing various Cfa Manager job openings in Arizona as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $57,172 per year, or $27.5 per hour.

Finance Manager, M&A Empowered Independence Channel

Osaic

Scottsdale, AZ • On-site

$113K - $120K/yr

Other

Medical, Dental, Vision, Retirement

Re-posted 28 days ago


Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz


Job description

Current Employees and Contractors Apply HereOsaic Careers

Corporate Finance Leadership Opportunity in Financial Services

Finance Manager, M&A Empowered Independence Channel

Location(s):

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full time

Salary: $113,250 - $120,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

The Finance Manager will play a critical role in providing financial insights for potential acquisitions primarily within the organization's W2 Channel. This role involves close collaboration with business unit executives, and other stakeholders to drive strategic deal sourcing and evaluation, end-to-end due diligence, and deal structuring and execution.

Responsibilities:

  • Partner with executive leadership to define and refine the firm's inorganic growth strategy, including target market identification and prioritization.

  • Develop end-to-end due diligence workstreams and timelines across financial, operational, legal, and compliance functions.

  • Oversee the development and maintenance acquisition models for various transaction types such as full acquisitions, partial equity investments, earn-outs, and succession-based transitions.

  • Conduct post-mortem analysis to assess financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.

  • Ensure clean hand-off to the finance integration team to ensure smooth transition post-close.

  • Prepare and deliver high-impact presentations for executive committee, board of directors, and potential partners.

  • Synthesize complex financial and strategic insights into clear, actionable recommendations.

  • Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit.

  • Mentor junior team members.

  • All other duties as assigned.

Education Requirements:

  • Bachelor's Degree from accredited university in Accounting, Finance or another related field is required. Master's Degree preferred.

Basic Requirements:

  • Minimum of 5 years' experience in FP&A, finance, or business analysis role

  • Advanced financial modeling and analysis skills required

  • Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment

  • Expert proficiency in the use of business applications, particularly Excel and PowerPoint

  • Experience with financial reporting and general ledger applications tools is required

  • Must have acute attention to detail

  • Strong written and verbal communication skills

Preferred Requirements:

  • FINRA licenses (Series 7 or SIE)

  • CPA, CFA or CMA designations

  • Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)

  • Experience with Workday Financials

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Osaic logo

About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016