In this role, you will serve as a specialist-level expert responsible for the evolution and strategic health of enterprise finance systems. You will partner with Product and Finance leadership to identify systemic challenges, design future-state solutions, and lead high-impact initiatives while advising stakeholders and operating with a high degree of autonomy.
The Senior Finance Systems Analyst serves as a specialist-level expert responsible for the strategic health, scalability, and evolution of enterprise finance systems. In partnership with Product and Finance leadership, this role identifies systemic business challenges, designs future-state solutions, and leads complex system initiatives that enable operational efficiency and data integrity. This role operates with high autonomy, advises stakeholders, and influences system strategy.
This position may be based in approved jurisdictions in the United Kingdon. It reports to the Senior Director, Finance Product Management and is eligible for flexible working arrangements including remote/hybrid.
What You’ll Do
Partner with Finance stakeholders to gather, document, and validate business requirements.
Translate business needs into clear technical specifications and system configurations within NetSuite.
Support the ongoing health, stability, and performance of finance systems, including issue diagnosis and resolution.
Document “as-is” and “to-be” processes to support structured system improvements.
Execute system enhancements, configurations, and testing cycles (including UAT).
Maintain system documentation, workflows, and change logs within Jira and Confluence.
Contribute to process optimization initiatives that improve efficiency, controls, and data integrity.
What We’re Looking For
Bachelor’s degree or equivalent practical experience.
4+ years of progressive experience in ERP/finance systems roles.
Demonstrated experience advising stakeholders and leading complex initiatives.
Experience supervising or mentoring junior analysts preferred.
Advanced experience with NetSuite (configuration, integrations, optimization, reporting architecture).
Strong experience with Jira and Confluence (workflow design, documentation governance).
Expert-level ability to translate complex business requirements into technical architecture. Experience leading UAT, release planning, and change management.
Strong analytical, data modeling, and process design capability.
Deep understanding of finance systems architecture and controls (GL, AP, AR, reporting).
At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range: $92,500 - $123,300 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.
About CFA Institute
CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:
Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs
If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.
Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.
Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. Only those selected for further consideration will be contacted.
We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to [email protected] noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.
Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.
