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Act as an FP&A business partner to divisional leaders, owning budgeting, forecasting, monthly reporting and variance analysis. Deliver narrative insights for senior leadership and board materials, support financial modelling, product profitability and headcount planning, and drive improvements in data quality, reporting processes and finance tooling.

Manage speaker administration across multiple global events: scheduling, contracts, permissions, logistics, record-keeping, stakeholder coordination and escalation. Work with external speakers and internal teams to ensure speaker workflows run smoothly and risks are tracked and resolved to support major CFA Institute events.

Lead build-out of Revenue Operations for CFA Institute's Institutional Solutions: design segmentation, opportunity definitions, pipeline discipline, forecasting, sales playbooks, governance, commercial enablement, and scale the RevOps team while partnering with Finance, Legal, People, and leadership to translate strategy into scalable operating models.

The UX Designer will lead design efforts, create user-centered designs, conduct usability testing, collaborate with teams, and ensure accessibility standards are met.

Lead complex, cross-functional programs from planning through delivery and change adoption. Responsibilities include managing scope, budgets, resources, risks, dependencies, governance, stakeholder communication, organizational readiness, and reporting. The role requires adapting delivery approaches across Agile, Waterfall, and hybrid environments while connecting initiatives to strategic business objectives.

Lead global end-user support, A/V operations, and device lifecycle programs. Manage internal teams and global vendors, establish SLAs and service models, drive continuous improvement, collaborate with Network/Security/Facilities, and optimize device supply chain, performance metrics, and customer experience for a distributed workforce.

Lead a team of business-facing program managers to oversee a multi-million-dollar strategic portfolio. Define governance, plans, dependencies, risks, milestones and benefits; partner with senior stakeholders to translate strategy into delivery; champion change-management discipline and pragmatic use of agile, waterfall and hybrid approaches; improve PMO operating model, tooling and analytics.

Lead and improve content production workflows across PDF, ePub, and LMS (Canvas). Manage associate managers, diagnose cross-team workflow issues, ensure standards, accessibility, and reliability, and partner with Systems/Technology to implement durable solutions and reduce rework.

Lead design and maintenance of learner-centric investment education content across CFA Institute products. Translate real-world investment practice into study materials, collaborate with SMEs and cross-functional teams, manage external authors and review cycles, and ensure curriculum alignment, accuracy, accessibility and timely delivery.

Lead end-to-end localization programs for Simplified Chinese: manage projects, ensure linguistic quality, govern TMs/termbases/glossaries, optimize tooling (Phrase/MemoQ/Trados/XTM), oversee vendors, control costs, enforce content security, and drive continuous improvement across localization workflows.