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Cfa Remote Jobs in New Port Richey, FL (NOW HIRING)

DataAnnotation

FP&A Manager - AI Trainer

Tampa, FL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area ...

DataAnnotation

FP&A Manager - AI Trainer

Clearwater, FL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area ...

USAA

Portfolio & Execution Intelligence Lead

Tampa, FL · On-site +1

USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a Portfolio Intelligence & Execution Lead ...

USAA

Reinsurance Analyst Senior

Tampa, FL · On-site +1

$80K - $100K/yr

USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Join our dynamic Reinsurance Operations team ...

USAA

Reinsurance Analyst Senior

Tampa, FL · On-site +1

$80K - $100K/yr

USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Join our dynamic Reinsurance Operations team ...

All JobsCfa JobsCfa Remote JobsCfa Remote Jobs in New Port Richey, FL

Cfa Remote information

What are the key skills and qualifications needed to thrive in the CFA remote position?

To excel as a CFA Remote professional, you'll need a strong command of financial analysis, investment management, and accounting principles, generally supported by the Chartered Financial Analyst (CFA) designation. Familiarity with financial modeling software, data analytics platforms, and tools like Excel or Bloomberg Terminal is often required. Outstanding communication, self-motivation, and time management are key soft skills for remote collaboration and productivity. These competencies ensure accurate analysis, effective client interaction, and reliable results in a virtual work environment.

What is a CFA remote?

A CFA Remote job is a position that allows a Chartered Financial Analyst (CFA) to work from a location outside of a traditional office, typically from home or another remote setting. These roles often involve financial analysis, portfolio management, investment research, or risk assessment. Many remote CFA jobs are found in asset management, investment banking, financial consulting, and fintech industries. Technology and virtual collaboration tools enable CFAs to perform their responsibilities effectively without being physically present in an office.

What are some common challenges faced by remote CFAs and how can they be addressed?

Remote CFAs often face challenges related to maintaining clear communication and collaboration with distributed teams or clients, as well as managing their own schedules independently. Staying up-to-date with real-time market information and confidential client data also requires disciplined use of secure digital tools and platforms. To address these, remote CFAs benefit from establishing structured daily routines, leveraging technology for video meetings and data access, and fostering strong virtual relationships with colleagues and clients. Being proactive about regular updates and seeking feedback can further help ensure effective teamwork and professional development in a remote setting.

What are popular job titles related to Cfa Remote jobs in New Port Richey, FL? For Cfa Remote jobs in New Port Richey, FL, the most frequently searched job titles are:
What cities near New Port Richey, FL are hiring for Cfa Remote jobs? Cities near New Port Richey, FL with the most Cfa Remote job openings:
Cfa Remote jobs near you
Infographic showing various Cfa Remote job openings in New Port Richey, FL as of July 2026, with employment types broken down into 61% Full Time, 16% Part Time, and 23% Contract. Highlights an 100% Remote job distribution.

Senior Manager Transaction Advisory Services (U.S. Based Required) (Remote)

OAG Transaction Services

Tampa, FL • Remote

Full-time

Posted 2 days ago

New

Job description

Job description

We are not your typical transaction advisory firm. This is a high-agency role where you'll run deals, own findings, and present to sophisticated buyers, sellers, and capital partners. Our clients are entrepreneurs, business owners, and investors who need CPA support for a contemplated acquisition or sale.

The leadership team works alongside you, not above you.

Compensation reflects output and performance, structured in ways most traditional transaction firms don't offer.

This is a founder led firm in growth mode, built for people who think like owners and entrepreneurs.

Company Description

OAG M&A Transaction Services | O'Connell Advisory Group is a team of CPA M&A advisors specializing in financial due diligence, acquisition advisory, quality of earnings, valuations, and transaction support for privately owned businesses in the lower middle market.

With over $900 million in transactions completed, OAG serves entrepreneurs, private equity firms, family offices, and private investors. The firm focuses on enabling clients in B2B services, manufacturing, government contracting, and tech-enabled services, with businesses generating $1M-$4M in annual EBITDA. OAG's customized solutions aim to reduce risk, enhance transaction value, and provide actionable insights to help clients achieve their financial and strategic goals.

Role Description

This is a full-time remote role for a Manager, Transaction Advisory Services. The responsibilities include leading and managing financial due diligence engagements, conducting quality of earnings and net working capital analyses, and supporting mergers and acquisitions (M&A) activities. The role also involves reviewing financial documents, identifying key financial trends, and communicating insights to stakeholders. Additionally, the manager will collaborate with clients to ensure alignment on strategic goals and provide advice that minimizes risk and maximizes transaction value.

Qualifications

  • 7 - 12 + years of relevant experience in conducting Transaction Advisory & Financial Due Diligence work.
  • Strong working knowledge of U.S. GAAP, accrual accounting, and common EBITDA adjustments.
  • Bachelor's degree in Accounting, Finance, or Economics required; CPA, CFA, or MBA preferred.
  • Advanced Excel and PowerPoint proficiency, including data manipulation and financial modeling.
  • Excellent verbal and written communication skills; able to simplify complex topics for clients.
  • Proven ability to manage multiple projects and deadlines independently.
  • High attention to detail, integrity, and client service orientation.
  • Strong Analytical Skills to evaluate financial data and identify trends and potential risks.
  • Expertise in Finance, including financial modeling and understanding of financial statements.
  • Technical proficiency in Due Diligence and Mergers & Acquisitions (M&A) processes.
  • Solid knowledge of Accounting principles and practices.
  • Effective communication skills to present findings and insights clearly to clients and team members.
  • Proven ability to lead projects, manage cross-functional teams, and work independently in a remote setting.
  • CPA or equivalent professional certification is preferred.
  • Experience in private equity, transaction advisory services, or investment banking.

O'Connell Advisory Group LLC is a CPA firm based nationwide.

https://oconnelladvisorygroup....