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Cfa Remote Jobs in Racine, WI (NOW HIRING)

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Cfa Remote information

See Racine, WI salary details

$17K

$72.6K

$167.7K

How much do cfa remote jobs pay per year?

As of Jul 11, 2026, the average yearly pay for cfa remote in Racine, WI is $72,639.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,288.00 and $103,928.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Cfa Remote position, and why are they important?

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 job?

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 job categories do people searching Cfa Remote jobs in Racine, WI look for? The top searched job categories for Cfa Remote jobs in Racine, WI are:
What cities near Racine, WI are hiring for Cfa Remote jobs? Cities near Racine, WI with the most Cfa Remote job openings:

FP&A Manager-Technology

Bakertilly

Milwaukee, WI • Remote

$98K - $186K/yr

Full-time

Posted 17 days ago


Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Responsibilities


Primary Duties and Responsibilities:

  • Provide Finance support to the Technology, Digital & Innovation Office (TDIO) leadership including review and management of the TDIO profit and loss (P&L) statement, budgeting, forecasting, variance analysis, and financial performance reporting.
  • Provide financial oversight and tracking of TDIO-related investments that reside outside of the TDIO P&L, ensuring visibility into total spend and business impact.
  • Partner with Accounting and Finance teams to understand and monitor capitalized expenditures, depreciation schedules, amortization, and applicable financial addbacks.
  • Serve as the primary Finance liaison for the software asset tracking tool, collaborating with Finance, Procurement, and TDIO stakeholders to ensure data integrity, reporting accuracy, and process alignment.
  • Drive process improvements and reporting automation initiatives to enhance efficiency, accuracy, and scalability across TDIO financial operations.
  • Provide strategic leadership to the firm by ensuring the finance department is acting as a business partner through analysis of financial results and trends, identification of risks and opportunities, and making actionable recommendations to support decision-making.
  • As TDIO reporting capabilities evolve and become more streamlined, expand financial support and analytical responsibilities across additional Selling, General & Administrative functions and cost centers.
  • Other duties as assigned.


Qualifications

  • Bachelor's degree required.
  • Five (5) to eight (8) years of related work experience required.
  • CPA License preferred.
  • Ability to prioritize, be attentive to details, and main maintain confidentiality while proving exceptional client service and quality.
  • Ability to work independently with technical competence in accounting.
  • Demonstrated effective leadership skills, along with organizational, analytical, problem-solving and computer skills.
  • A sense of urgency and a commitment to timely completion of projects.

The pay rate range for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

The national pay rate range is $98,230 to $186,220

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