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Cfa Jobs in Minnesota (NOW HIRING)

Bachelor's degree in Finance or Accounting required. * MBA, CTP, or CFA preferred. * 4+ years of financial analyst experience. * Significant exposure to technology organizations and software ...

Staff Financial Planner

Rochester, MN · On-site

$77K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management, and benefit ...

Staff Financial Planner

Rochester, MN · On-site

$77K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Qualifications Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management ...

Staff Financial Planner

Rochester, MN

$77K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management, and benefit ...

Finance Manager

Minneapolis, MN · On-site

$120K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Experience with enterprise financial systems and reporting tools preferred. * CPA, CFA, MBA, or similar credentials are a plus. Why Consider This Opportunity * High visibility with leadership and ...

Prepare high-quality food safely and accurately to CFA standards * Maintain food safety, cleanliness, and sanitation standards across all Kitchen stations * Work with urgency while maintaining ...

Prepare high-quality food safely and accurately to CFA standards * Maintain food safety, cleanliness, and sanitation standards across all Kitchen stations * Work with urgency while maintaining ...

Senior Wealth Advisor

Eden Prairie, MN · On-site

$120 - $205/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CPFA, CMT, CFA, CFP, or CPA * Ability to creatively solve problems and analyze client data * Ability to delegate, supervise, and review the work of less experienced staff * Ability to be flexible to ...

Kitchen Team Member

Stillwater, MN · On-site

$14 - $18/hr

Prepare high-quality food safely and accurately to CFA standards * Maintain food safety, cleanliness, and sanitation standards across all Kitchen stations * Work with urgency while maintaining ...

Senior Wealth Advisor

Eden Prairie, MN · On-site

$120 - $205/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CPFA, CMT, CFA, CFP, or CPA * Ability to creatively solve problems and analyze client data * Ability to delegate, supervise, and review the work of less experienced staff * Ability to be flexible to ...

Senior Wealth Advisor

Eden Prairie, MN · On-site

$120K - $205K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CPFA, CMT, CFA, CFP or CPA * Ability to creatively solve problems and analyze client data  * Ability to delegate, supervise, and review the work of less experienced staff  * Ability to be ...

Associate, Deal Services

Minneapolis, MN

$55K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Exposure to financial statement preparation, audits, and reviews preferred Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification General knowledge of ...

Associate, Deal Services

Minneapolis, MN · On-site

$55K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

What you will need: • Bachelor's degree in Accounting, Finance, or related field required. • Exposure to financial statement preparation, audits, and reviews preferred • Working towards CFA, CP ...

Showing results 21-40

Cfa information

See Minnesota salary details

$36.2K

$98.4K

$183.6K

How much do cfa jobs pay per year?

As of Aug 17, 2026, the average yearly pay for cfa in Minnesota is $98,390.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,200.00 and $127,300.00 per year, depending on experience, location, and employer.

What is a CFA?

A CFA, or Chartered Financial Analyst, is a professional credential offered by the CFA Institute to finance and investment professionals. Earning the CFA designation demonstrates expertise in investment analysis, portfolio management, and ethical standards. The program consists of three rigorous exams and requires candidates to have relevant work experience. CFAs are highly respected in fields such as asset management, research analysis, and financial advising.

What does a CFA do?

As a chartered financial analyst (CFA), your job is to help with investment analysis and portfolio management. The CFA Institute, an independent organization that assesses the skill of candidates in areas like money management, security analysis, ethics, and accounting, offers this certification to applicants who pass its tests. Holders of the CFA certification often work closely with finance and banking companies to manage projects and provide documentation for clients and investors. This certification does not open positions all by itself, but many employers look for CFA certification in addition to other education and experience.

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

To thrive as a CFA, you need strong analytical abilities, deep knowledge of financial markets, investment principles, and typically the CFA charter, which requires passing three rigorous exams. Proficiency with financial modeling tools, Bloomberg terminals, and advanced Excel functions is essential. Exceptional attention to detail, ethical judgment, and effective communication skills help set top performers apart. These skills are crucial for making sound investment decisions, maintaining client trust, and succeeding in the highly competitive finance industry.

What are some common challenges faced by CFAs when working on cross-functional teams?

Chartered Financial Analysts (CFAs) often collaborate with professionals from other departments, such as marketing, operations, or IT, especially when working on investment strategies or risk assessments. One common challenge is effectively communicating complex financial concepts to colleagues who may not have a finance background. CFAs must also balance differing priorities and timelines, ensuring that financial insights are integrated into broader business decisions. Developing strong interpersonal and presentation skills can help overcome these hurdles and lead to more successful collaborations.

What is the difference between Cfa vs Chartered Financial Analyst?

AspectCfa
CredentialsRequires passing three levels of exams, relevant work experience, and adherence to ethical standards
Work EnvironmentFinancial analysis, investment management, portfolio management
Industry UsageWidely recognized in finance, asset management, and investment sectors

The Cfa designation is a globally recognized credential for finance professionals specializing in investment analysis and portfolio management. It involves rigorous exams and ethical standards, preparing individuals for roles in asset management, research, and financial analysis. The Cfa is highly valued in the finance industry for its focus on investment skills and ethical practices.

What kind of jobs can a CFA get?

A CFA charterholder can pursue roles such as financial analyst, portfolio manager, investment analyst, risk manager, or research analyst. These positions typically involve analyzing financial data, managing investment portfolios, and making investment decisions, often requiring strong quantitative skills and knowledge of financial tools and regulations.

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

The most popular types of Cfa jobs in Minnesota are:

What cities in Minnesota are hiring for Cfa jobs?

Cities in Minnesota with the most Cfa job openings:

Infographic showing various Cfa job openings in Minnesota as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $98,390 per year, or $47.3 per hour.

Financial Planning & Analysis Manager

Heritage Distribution

Eden Prairie, MN • On-site

$107K - $141K/yr

Full-time

Re-posted 16 days ago


Job description

The Manager, Financial Planning & Analysis (FP&A) is responsible for supporting the company’s planning, forecasting, reporting, and financial analysis processes. This role serves as a key business partner to leadership and field operations, providing actionable insights that drive informed decision-making and support business performance.

This is a hands-on role focused on developing and maintaining reporting infrastructure, supporting the annual operating plan and forecasting cycles, preparing executive and board-level reporting, and identifying opportunities to improve efficiency through automation and analytics. The ideal candidate combines strong financial acumen, analytical capabilities, and communication skills with a passion for continuous improvement and technology-enabled solutions.

Key Responsibilities and Tasks

  • Support the Annual Operating Plan (AOP) process, including consolidating field input, developing monthly phasing, and preparing branch-level targets.
  • Maintain and enhance quarterly and rolling forecast processes to improve forecast accuracy and business visibility.
  • Partner with finance leadership to develop and maintain inventory forecasting and monthly inventory review processes.
  • Perform variance analysis and identify trends, risks, and opportunities impacting business performance.
  • Produce recurring monthly management reporting, including P&L reporting and key performance indicators across operating entities.
  • Support consolidated financial reporting, including intercompany eliminations and purchase accounting adjustments.
  • Prepare monthly business review materials, executive summaries, and board reporting packages.
  • Build and maintain financial models, reporting tools, dashboards, and data visualizations.
  • Identify opportunities to automate reporting, forecasting, and analytical processes using AI and other technology solutions.
  • Partner with operations, purchasing, sales, and field leadership to support data-driven decision making and improve financial understanding across the organization.

Individual contributor with no direct reports.

Certifications: CPA, CMA, CFA, or FP&A certification preferred but not required

Educational Requirements: Bachelor’s degree in Finance, Accounting, Economics, or related field required; advanced degree preferred

Years of Experience: 3+ years of progressive FP&A, corporate finance, or financial analysis experience; Experience supporting budgeting, forecasting, and management reporting processes; Experience in multi-entity organizations preferred

Knowledge/Skills/Abilities:

  • Strong understanding of financial statements, budgeting, forecasting, and variance analysis
  • Advanced Microsoft Excel skills, including financial modeling and automation
  • Experience with financial reporting tools, data visualization, and analytics platforms
  • Strong analytical and problem-solving capabilities
  • Excellent written and verbal communication skills with the ability to translate financial information for non-finance audiences
  • Demonstrated curiosity, continuous learning mindset, and interest in leveraging technology to improve business processes