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Chartered Financial Analyst Jobs in Raleigh, NC (NOW HIRING)

... analyses. Deliver personalized financial planning and investment recommendations based on each ... Chartered Financial Consultant (ChFC ® ) The above statements are intended to describe the general ...

... analyses. Deliver personalized financial planning and investment recommendations based on each ... Chartered Financial Consultant (ChFC ® ) The above statements are intended to describe the general ...

Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...

Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...

Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...

... CTP), or Chartered Financial Analyst (CFA) * 4+ years of experience in corporate treasury or treasury management system vendor environments, including SAP integration with trading platforms ...

Tax Manager - Real Estate

Raleigh, NC · On-site

$107K - $141K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Solid understanding of real ... analysis, and tax research * Strong managerial experience with budgets, people and projects

The Regulatory Compliance Analyst position sits in the Regulatory Compliance team within Risk ... state-chartered, federally insured credit unions, banks, and other financial institutions ...

Hybrid In-Office/Remote Position Position Overview The Regulatory Compliance Analyst position sits ... state-chartered, federally insured credit unions, banks, and other financial institutions ...

New

Tax Manager - Federal / Corporate Tax

Raleigh, NC · On-site

$107K - $141K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to perform job ... analyze issues and develop practical recommendations. You will manage engagement workflow, team ...

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Chartered Financial Analyst information

See Raleigh, NC salary details

$37.4K

$85.7K

$114.7K

How much do chartered financial analyst jobs pay per year?

As of Sep 14, 2026, the average yearly pay for chartered financial analyst in Raleigh, NC is $85,651.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $107,400.00 per year, depending on experience, location, and employer.

What is a Chartered Financial Analyst?

A Chartered Financial Analyst (CFA) is a professional designation given by the CFA Institute to individuals who have completed a rigorous program of study and passed three levels of exams covering topics such as investment analysis, portfolio management, and ethical standards. CFAs are recognized globally for their expertise in finance and investment management. They often work as portfolio managers, research analysts, or financial advisors. Earning the CFA charter demonstrates a high level of competence, integrity, and commitment to the financial profession.

What are the key skills and qualifications needed to thrive as a Chartered Financial Analyst?

To thrive as a Chartered Financial Analyst (CFA), you need advanced knowledge in financial analysis, investment management, and portfolio construction, typically demonstrated by earning the CFA charter and holding a relevant bachelor's degree. Familiarity with financial modeling software, Bloomberg terminals, and data analysis tools is critical for effective market research and decision-making. Outstanding analytical thinking, ethical judgment, and strong communication skills distinguish top performers in this role. These abilities are vital for providing accurate investment guidance, maintaining client trust, and achieving superior financial outcomes.

What are some common challenges faced by Chartered Financial Analysts when working in client-facing roles?

Chartered Financial Analysts in client-facing roles often encounter the challenge of simplifying complex financial data and investment strategies for clients with varying levels of financial literacy. Balancing analytical rigor with effective communication is key, as is managing client expectations during periods of market volatility. Additionally, CFAs must stay updated with changing regulations and market trends to provide accurate, compliant advice, which requires ongoing professional development and adaptability.

What is the difference between Chartered Financial Analyst vs Certified Financial Planner?

AspectChartered Financial Analyst (CFA)Certified Financial Planner (CFP)
CredentialsCFA charter, requiring passing three exams and relevant work experienceCFP certification, requiring coursework, exam, and financial planning experience
Work EnvironmentInvestment firms, asset management, researchFinancial planning firms, wealth management, personal finance
Industry UsagePrimarily in investment analysis, portfolio managementPersonal financial planning, retirement, estate planning

The CFA and CFP designations serve different roles in finance. The CFA focuses on investment analysis and portfolio management, requiring rigorous exams and experience. The CFP emphasizes personal financial planning, helping clients with comprehensive financial strategies. Both are respected but cater to different career paths within the finance industry.

Is Chartered Financial Analyst still in demand?

The Chartered Financial Analyst (CFA) designation remains highly valued in the finance industry, with strong demand for professionals skilled in investment analysis, portfolio management, and financial research. CFA charterholders are often sought after for roles in asset management, investment banking, and corporate finance, especially as financial markets grow and evolve.

What can you do as a Chartered Financial Analyst?

A Chartered Financial Analyst (CFA) can analyze investment opportunities, manage portfolios, and provide financial advice across asset classes such as stocks, bonds, and derivatives. They often work in asset management, research, risk management, and financial analysis, utilizing skills in financial modeling and valuation. The CFA designation requires passing three levels of exams and gaining relevant work experience.

What are popular job titles related to Chartered Financial Analyst jobs in Raleigh, NC?

For Chartered Financial Analyst jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Chartered Financial Analyst jobs in Raleigh, NC look for?

The top searched job categories for Chartered Financial Analyst jobs in Raleigh, NC are:

Infographic showing various Chartered Financial Analyst job openings in Raleigh, NC as of September 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $85,651 per year, or $41.2 per hour.

Profitability & Costing Senior Consultant

Raleigh, NC • On-site

Deloitte
Finance and Insurance • 10K+ employees

$113K/yr

Full-time

Re-posted 26 days ago


Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 93 frontline employees who took The Breakroom Quiz


Job description

In an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, finance and global business services leaders recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators.

Deloitte helps navigate this complexity by bringing deep industry insights and integrated solutions to achieve business objectives. From strategy to technology to operations, and across workforce, risk, assurance, and tax, Deloitte helps drive value along the Finance Transformation journey.

Recruiting for this role ends on 12/1/2026.

Work you'll do

As a Profitability Costing Allocations Senior Consultant, on the Business Finance team, you will be responsible for:

  • Assessing client costing and profitability processes to identify business challenges and develop solutions aligned to finance transformation objectives
  • Analyzing and visualizing structured and unstructured data to deliver actionable insights for planning, forecasting, and performance management
  • Leverage AI enabled tools (e.g., Claude) to drive delivery transformation
  • Modeling and optimizing financial performance using SAP Profitability and Performance Management (PaPM), Oracle Profitability Cost Management (PCM) and advanced costing methodologies
  • Developing business requirements, prototypes, and solution designs leveraging automation and artificial intelligence-enabled technologies
  • Managing client engagement activities, workstream deliverables, and collaboration across finance, business, and technology stakeholders

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others

The team

Deloitte's Finance Transformation offering helps finance and global business services leaders navigate an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, and recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators.

Within the Finance Transformation offering, our Business Finance team helps drive strategic value through financial planning, forecasting, and analytics capabilities. By leveraging next-gen processes, scalable data platforms, and AI, our team delivers accurate, timely, and actionable insights

Qualifications

Required:

  • Bachelor's degree
  • 4+ years of experience in finance transformation, profitability reporting, costing, and allocations
  • 3+ years of experience building cost or profitability models using specialized costing or profitability solutions
  • 3+ years of experience working with SAP S/4HANA, Oracle, or both
  • 2+ years of experience extracting and transforming data and producing descriptive analytics
  • Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Limited immigration sponsorship may be available.

Preferred:

  • Master's degree in Business Administration, Finance, Accounting, Economics, Statistics, or Mathematics
  • Experience with data transformation, reporting architecture, or finance data management
  • Experience supporting finance operating model, shared services, or global business services transformation initiatives
  • Experience with structured testing, user acceptance testing, or deployment support for finance technology implementations
  • Professional certification such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA)

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,700 - $218,600

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Qualifications:

In an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, finance and global business services leaders recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators.

Deloitte helps navigate this complexity by bringing deep industry insights and integrated solutions to achieve business objectives. From strategy to technology to operations, and across workforce, risk, assurance, and tax, Deloitte helps drive value along the Finance Transformation journey.

Recruiting for this role ends on 12/1/2026.

Work you'll do

As a Profitability Costing Allocations Senior Consultant, on the Business Finance team, you will be responsible for:

  • Assessing client costing and profitability processes to identify business challenges and develop solutions aligned to finance transformation objectives
  • Analyzing and visualizing structured and unstructured data to deliver actionable insights for planning, forecasting, and performance management
  • Leverage AI enabled tools (e.g., Claude) to drive delivery transformation
  • Modeling and optimizing financial performance using SAP Profitability and Performance Management (PaPM), Oracle Profitability Cost Management (PCM) and advanced costing methodologies
  • Developing business requirements, prototypes, and solution designs leveraging automation and artificial intelligence-enabled technologies
  • Managing client engagement activities, workstream deliverables, and collaboration across finance, business, and technology stakeholders

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others

The team

Deloitte's Finance Transformation offering helps finance and global business services leaders navigate an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, and recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators.

Within the Finance Transformation offering, our Business Finance team helps drive strategic value through financial planning, forecasting, and analytics capabilities. By leveraging next-gen processes, scalable data platforms, and AI, our team delivers accurate, timely, and actionable insights

Qualifications

Required:

  • Bachelor's degree
  • 4+ years of experience in finance transformation, profitability reporting, costing, and allocations
  • 3+ years of experience building cost or profitability models using specialized costing or profitability solutions
  • 3+ years of experience working with SAP S/4HANA, Oracle, or both
  • 2+ years of experience extracting and transforming data and producing descriptive analytics
  • Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Limited immigration sponsorship may be available.

Preferred:

  • Master's degree in Business Administration, Finance, Accounting, Economics, Statistics, or Mathematics
  • Experience with data transformation, reporting architecture, or finance data management
  • Experience supporting finance operating model, shared services, or global business services transformation initiatives
  • Experience with structured testing, user acceptance testing, or deployment support for finance technology implementations
  • Professional certification such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA)

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,700 - $218,600

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Education:Bachelor's DegreeEmployment Type:

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