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

Cost Finance Manager ll

Tampa, FL · Remote

$135K - $155K/yr

As the Remote Finance Manager , you will oversee financial operations, budgeting, forecasting, reporting, cash-flow management, and financial analysis for our clients. You will work closely with ...

New

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 ...

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 ...

Financial Analyst Lead

Tampa, FL · On-site +1

$127K - $243K/yr

USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity We are looking for a Financial Analyst Lead ...

Cfa Remote information

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 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 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.

Can a CFA work remotely?

Yes, many Chartered Financial Analysts (CFAs) can work remotely, especially in roles such as financial analysis, portfolio management, or advisory services. Remote work often requires strong communication skills, proficiency with financial tools, and relevant certifications, and it has become increasingly common in the finance industry.

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 job categories do people searching Cfa Remote jobs in New Port Richey, FL look for?

The top searched job categories for Cfa Remote jobs in New Port Richey, FL 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:

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.

Financial Analyst & Portfolio Manager

Tampa, FL • Remote

Strategic Staffing Solutions
Professional, Scientific, and Technical Services • 201 - 500 employees

$75/hr

Contractor

Posted 21 days ago


Job description

Job Description IT Portfolio & Financial Analyst Location: Tampa, FL (Remote in Tampa) Duration: 12 Month Contract Pay: $75/hr W2 ONLY, NO C2C Job Summary The IT Portfolio & Financial Analyst supports enterprise technology investment planning, portfolio governance, budget administration, and financial performance management across the Information Technology organization. This role provides analysis and reporting on the enterprise project portfolio and overall IT operating budget, delivering insights that support executive decision-making, financial stewardship, and strategic planning. The analyst partners with IT leadership, Finance, Procurement, and delivery teams to monitor spending, forecast financial performance, evaluate investments, and align technology resources with business priorities.

Key Responsibilities IT Financial Management & Budget Analysis - 35% Analyze IT operating budgets across labor, contractors, software, infrastructure, telecom, cloud, vendors, and projects. Support annual budgeting, forecasting, and long-range planning. Perform budget-to-actual and variance analysis; identify risks and optimization opportunities.

Partner with Finance on close processes, accruals, capitalization, allocations, and reporting. Provide financial recommendations to IT leadership. Technology Investment Portfolio Management - 25% Support portfolio governance, intake, prioritization, approvals, and investment planning.

Maintain project financials, funding status, business cases, and value metrics. Analyze budgets, demand, strategic alignment, benefits, risks, dependencies, and milestones. Executive Reporting & Analytics - 20% Develop dashboards and recurring reports.

Prepare executive reporting packages. Translate complex financial and project data into actionable insights. Resource & Vendor Financial Analysis - 10% Analyze contractor, consulting, software, licensing, and vendor spend.

Support renewals, contract reviews, procurement, and financial impact analysis. Governance & Continuous Improvement 10% Improve reporting processes, controls, and data quality. Enhance portfolio tools, dashboards, and reporting automation.

Maintain governance documentation and standards. Qualifications Education Bachelor's degree in Finance, Accounting, Business Administration, Information Technology, Computer Science, or related field. Experience 5+ years in IT financial management, FP&A, PMO, portfolio management, or related field.

Experience with CAPEX/OPEX budgeting, forecasting, variance analysis, and executive reporting. Large enterprise IT experience preferred. Certifications PMP, CAPM, SAFe, ITIL Foundation, Lean Portfolio Management, CFA Level I, or similar preferred.

Technical Skills Advanced Excel and PowerPoint. Power BI, portfolio management tools, financial systems, project tracking, and reporting automation preferred. Skills Advanced English required.

Portuguese or Spanish would be a large value add. Knowledge, Skills & Abilities Financial & Analytical Budgeting, forecasting, variance analysis, CAPEX/OPEX, financial modeling, trend analysis. Business Partnership Executive communication, stakeholder management, ability to translate technical and financial concepts.

Execution & Tools Advanced Excel, PowerPoint, dashboarding, organization, planning, attention to detail, multitasking. Success Measures Provide accurate and timely IT financial and portfolio reporting. Improve visibility into IT spend, forecasts, risks, and opportunities.

Support executive decision-making with reliable analysis. Align IT investments with strategic priorities. Strengthen governance and financial discipline.