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Virtual Cfa Jobs (NOW HIRING)

CeriFi

Dalton CFP Contractor Instructor

Alpharetta, GA · On-site

$100 - $125/hr

Teach CFP exam education classes using our virtual classrooms. What You'll Do: Education and Exam ... Preferred Skills * PhD, JD, CPA, CFA, or FRM * 5 years of Financial industry experience.

Cerifi

Dalton CFP Contractor Instructor

Teach CFP exam education classes using our virtual classrooms. What You'll Do: Education and Exam ... Preferred Skills * PhD, JD, CPA, CFA, or FRM * 5 years of Financial industry experience.

My BTLR

Fractional CFO

Alpharetta, GA · On-site

The role is remote/virtual, with potential travel depending on client needs. It offers a unique ... Experience in multiple industries is a plus. * CPA, CFA, or similar certification is preferred.

North Star Staffing Solutions

Auditor

Charlotte, NC · On-site

... working in a virtual team environment where other team members, team management, and business ... CFA), or Certified Information Systems Auditor (CISA) Previous Wholesale Banking experience ...

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How much do virtual cfa jobs pay per week?

As of Aug 24, 2026, the average weekly pay for virtual cfa in the United States is $1,389.29, according to ZipRecruiter salary data. Most workers in this role earn between $1,163.46 and $1,471.15 per week, depending on experience, location, and employer.

What is a Virtual CFA?

A Virtual CFA is a Chartered Financial Analyst who offers financial analysis, investment advice, and portfolio management services remotely, often via online platforms. They assist clients with investment strategies, financial planning, and risk management just like traditional CFAs, but provide their services virtually, making it more convenient and accessible, especially for clients in different locations. Virtual CFAs use digital tools for communication, analysis, and reporting, ensuring clients receive professional guidance without the need for in-person meetings.

How do virtual CFAs typically collaborate with clients and internal teams in a remote environment?

Virtual CFAs (Chartered Financial Analysts) often use secure digital platforms to communicate with clients, share financial reports, and provide investment advice. They collaborate closely with internal teams such as analysts, portfolio managers, and compliance officers through video calls, project management tools, and shared documents. Strong virtual communication skills are essential, as is the ability to manage multiple client relationships efficiently. Regular team meetings and transparent workflow processes help ensure everyone stays aligned while working remotely.

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

To thrive as a Virtual CFA (Chartered Financial Analyst), you need deep expertise in financial analysis, investment strategies, and portfolio management, typically validated by the CFA charter and a strong background in finance or economics. Proficiency with financial modeling tools, data analysis software like Excel, Bloomberg Terminal, and virtual communication platforms is essential. Strong analytical thinking, attention to detail, and excellent client communication skills help build trust and deliver insightful financial guidance remotely. These skills are crucial for making informed investment decisions and maintaining client relationships in a virtual environment.

What is the difference between Virtual Cfa vs Financial Analyst?

AspectVirtual CfaFinancial Analyst
CertificationsCFA Charter, CFA Level examsOften CFA, CPA, or related certifications
Work EnvironmentRemote, online platformsOffice or remote, depending on employer
Industry UsageFinancial services, investment firmsCorporations, banks, investment firms
Job FocusInvestment analysis, portfolio managementFinancial planning, reporting, analysis

The Virtual Cfa primarily focuses on investment analysis and portfolio management, often working remotely with a CFA certification. Financial Analysts may perform similar analysis but can also handle broader financial planning and reporting tasks, often working in office environments. Both roles require strong financial credentials, but the Virtual Cfa emphasizes investment expertise in a remote setting.

Can a Virtual CFA work remotely?

A Virtual CFA can work remotely, as the role often involves analyzing financial data, preparing reports, and communicating with clients or teams through digital tools. Many virtual CFA positions are designed to be performed from any location with internet access, provided the candidate has the necessary certifications and skills. However, some employers may require occasional in-person meetings or specific software proficiency.
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Virtual Cfa jobs near you
Infographic showing various Virtual Cfa job openings in the United States as of August 2026, with employment types broken down into 82% Full Time, 9% Temporary, and 9% Contract. Highlights an 73% In-person, 9% Hybrid, and 18% Remote job distribution, with an average salary of $72,243 per year, or $34.7 per hour.

Senior Accountant - CPA or CFA Preferred

Chazin and Company

Lincoln, NE • On-site, Remote

$75K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

SENIOR ACCOUNTANT
(Full-Time, Remote Position)
Chazin & Company is a woman-owned firm, established by Adele Chazin in 2005. Although accounting is our business, nonprofits are our passion. This passion, coupled with years of practical experience, has made Chazin & Company a premier provider of virtual accounting and finance solutions for the nonprofit sector. Chazin & Company has been nationally awarded in 2023 for Best of Accounting: Client Satisfaction and Best of Accounting: Employee Satisfaction. Take a look at what our clients and employees have to say: Chazin & Company reviews - Best of Accounting Winner (clearlyrated.com)
We are currently seeking an experienced Senior Accountant to remotely manage clients' day-to-day accounting and finance needs. This role emphasizes financial accuracy, compliance, meeting multiple client deadlines and teamwork for efficient operations. Chazin & Company takes pride in its commitment to excellence, which is reflected in proactive client communication and exceptional customer service.
Responsibilities of the Senior Accountant:
  • Comprehensive accounting services, including accounts receivable, accounts payable and payroll processing, general ledger management
  • Prepare month end close workbooks for multiple clients including balance sheet reconciliations culminating in the issuance of monthly financial statements
  • Tracking and reporting of restricted funds in order to prepare a net asset roll forward
  • Assistance with grant management and reporting
  • Audit management (including single audits): preparation of schedules, support during audit, coordination of all final schedules
  • Assistance with 990 preparation and other local, state, and federal filings
  • Specialized reporting to support client decision-making
  • Organization and maintenance of client files including prior year audit and tax records
  • Work under the guidance of the controller, to assist with analysis, cash flow and budget preparation

Qualifications of the Senior Accountant:
  • A Bachelor's Degree in Accounting
  • CPA or CFA licensure preferred
  • A minimum of five years general accounting experience
  • Public accounting experience is preferred
  • Extensive knowledge of generally accepted accounting principles (GAAP)
  • Extensive experience with data management, record keeping and web-based applications
  • Advanced knowledge of Microsoft Office, Excel and QuickBooks Online
  • Excellent organizational, problem-solving, project management, and communication skills
  • Experience in audit preparation
  • Ability to function well in a team-oriented virtual environment
  • The desire and ability to become proficient with SAGE Intacct and other third-party applications
  • The ability to work from home professionally and independently
  • Nonprofit accounting experience preferred

Compensation:
The salary range for this position is $75,000 - $90,000 per year, depending on qualifications and experience. We offer a comprehensive benefits package and support opportunities for growth and advancement within our organization
Benefits:
We offer a 100% remote work environment, a *flexible work schedule, an attractive benefits program, competitive compensation, work life balance, and a people-focused culture.
  • 100% reimbursement of CPA licensing fees
  • 50% reimbursement of an AICPA membership
  • Flexible Schedules
  • Annual company paid retreat
  • Medical, Dental, Vision
  • Life, STD & LTD
  • HSA/FSA
  • 401(k) with company match & 100% vesting schedule after 1st year
  • 15 days PTO
  • 10 Holidays, including 1 Flex Day
  • Employee Reward & Recognition Program
  • Supplemental Health insurance policies
  • Legal plan
  • Pet Assure

*At Chazin & Company we offer partial flexibility with work hours, allowing team members to adjust schedules within specified parameters. This accommodates individual needs while maintaining core business hours for collaboration and meetings, fostering a harmonious and productive work atmosphere.
We are an equal opportunity employer and value diversity at our company. We are committed to creating an inclusive work environment and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage individuals from all backgrounds and experiences to apply.

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