Brookaire Company

Financial Planning and Analysis

• Act as a Finance Business Partner for assigned business areas
• Lead core planning and reporting rhythms, including monthly reporting, forecasting, budgeting, variance analysis and management reporting
• Translate financial data into clear narrative and insight for senior leadership, board and committee materials
• Support business decisions through financial modelling, product profitability, revenue analysis, vendor performance review and scorecards where relevant
• Work with HR Business Partners and business leaders on headcount, compensation forecasting and capacity planning
• Identify opportunities to improve data quality, reporting processes, planning methods and use of finance tools
• Contribute to the Finance team's longer-term maturity journey, including stronger data governance and future AI-enabled analysis

Finance Business Partner

Business Analyst

• Support CAS platforms including LogicGate, Onit and NetDocuments
• Help migrate manual, Excel-based and legacy regulatory/risk reporting processes into more structured platform workflows
• Elicit and document requirements, user stories, acceptance criteria, process flows and supporting materials
• Support system enhancements, configuration, testing cycles, UAT, issue resolution and change documentation
• Bring project discipline to small projects and enhancements through planning, milestones, toll gates and delivery follow-up
• Partner with product, legal, risk, compliance, engineering and business stakeholders to translate needs into practical solutions
• Contribute to process improvements that improve efficiency, controls, data integrity and automation across the back-office portfolio

Business Analyst, Back Office Portfolio

Product Manager

• Shape the strategy and evolution of AI-enabled enterprise products for institutional solutions
• Lead the strategy and execution of CFA Institute's global B2B product portfolio
• Define and evolve the Institutional Solutions product roadmap
• Partner with engineering leaders, account managers, client success teams, delivery managers, and programme managers
• Translate strategic priorities into products that deliver measurable value for enterprise clients
• Contribute to shaping the multi-year IS portfolio strategy and roadmap
• Collaborate with Technology and Engineering to translate product strategy into executable delivery plans
• Support and develop business analysts and potentially build a small product team over time
• Manage to an agreed budget and ensure efficient use of resources while delivering high-quality outcomes

Director, Product Management – Institutional Solutions

Executive

• Establish clarity and alignment with the Board of Governors and staff around the CFA Institute's strategic plan and vision, ensuring financial sustainability and advancing the organization’s distinction
• Effectively steward and champion public awareness and other initiatives that promote the CFA accreditation around the world
• Continue to strengthen the core CFA program, but also diversify the Institute's portfolio of learning products, focusing on job-relevant, skills-based learning
• Oversee the development of an onboarding and upskilling B2B offering which serves employer needs
• Anticipate how industry changes in technology and AI affect the profession and translate that into product and service strategies
• Enhance, refine, and rebuild existing products and offerings to be customer-centric, ensuring they reach their intended customer base and can be translated and tailored to local markets
• Evolve and grow the CFA program, ensuring its relevance and extending its reach to increase market penetration and membership across the globe
• Protect the competitiveness of the CFA charter relative to other credentials and providers
• Improve global member retention and satisfaction by delivering improved value to members
• Increase the Institute’s brand awareness and membership support from top global asset management firms
• Strengthen the certification pipeline through market-attuned products and employer relevance
• Play a visible role in addressing industry-wide workforce challenges
• Uphold and enforce the highest competency and ethical standards for CFA certification
• Lead the CFA Institute's advocacy efforts, representing the profession’s interests in public policy matters
• Strengthen compliance with regulatory, tax, and relevant public-company standards
• Effectively steward and champion public awareness, articulating the continuing relevance of the CFA in a changing market
• Effectively partner with the Board of Governors, ensuring strong communication and alignment
• Strengthen the relationships between global leadership and local societies, maintaining consistent worldwide standards while enabling locally relevant offerings and community engagement
• Engage effectively with all global stakeholders including certificants, the public, large financial firms, regulators, standards-setters, and policymakers, to build trust, foster collaboration and raise the CFA Institute's visibility and stature
• Ensure key skill sets, expertise, and ways of working are in place
• Cultivate an internal culture of communication, collaboration, and transparency, uniting a globally distributed team
• Promote staff stability, career development, and an environment that attracts and retains top talent
• Preserve, recognize, and enhance the Institute’s unique culture of volunteerism, engaging and cultivating its base of volunteers
• Evaluate and overhaul internal processes, systems, and technological infrastructure to enable the delivery of the Institute's evolving suite of products and programs, and to support the Institute's ongoing growth and development
• Be alert to strategic disruptors of the profession, particularly related to technology and AI, and ensure the Institute remains ahead of competitive and technological shifts

President – Chief Executive Officer

Content Marketing Manager

• Lead the design, development, review and maintenance of high-quality, learner-centric content across CFA Institute education products
• Translate complex, real-world investment practice into clear learning content
• Collaborate closely with learning design, assessment/exam teams, product management, marketing and subject matter experts
• Work closely with external authors, reviewers, practitioners and consultants
• Contribute to curriculum alignment with learning outcomes and market-relevant professional standards
• Ensure content is accurate, rigorous, accessible for a global audience and delivered to agreed timelines

Director, Learning Content

QA Engineer

• Own end-to-end quality across multiple platform portfolios — automation, performance, accessibility, and AI quality testing
• Lead a team of QE managers, senior engineers, tech leads, and managed-service contractors; develop the next layer of QE leadership
• Establish practices, standards, and frameworks that scale beyond individual portfolios; drive consistency in test architecture, automation patterns, and AI quality governance
• Implement and enforce QE process standards: test planning, defect triage and SLAs, entry and exit criteria, end-to-end testing, release readiness, and reporting
• Own quality metrics across portfolios — defect escape rate, automation coverage, test execution efficiency, AI quality scores, release readiness — and report regularly to leadership
• Drive AI adoption across test design, script generation, defect triage, and exploratory testing; build a center of expertise on AI-led QE
• Champion the Playwright/TypeScript automation framework, intelligent test execution tooling, and the AI quality stack
• Partner with the Director, Quality Engineering on hiring, leveling, capability planning, and career development frameworks
• Identify and develop high-potential engineers into tech leads and managers; coach managers on people leadership readiness

Senior Manager, Quality Engineering

• Support CAS platforms including LogicGate, Onit and NetDocuments
• Help migrate manual, Excel-based and legacy regulatory/risk reporting processes
• Elicit and document requirements, user stories, acceptance criteria, process flows
• Support system enhancements, configuration, testing cycles, UAT, issue resolution
• Bring project discipline to small projects and enhancements
• Partner with product, legal, risk, compliance, engineering and business stakeholders

• Own the full lifecycle management of finance products or a defined product portfolio, from ideation through launch, optimization, and retirement
• Translate enterprise and functional strategy into product roadmaps, priorities, and delivery plans
• Conduct needs assessment and market and industry analysis to identify emerging requirements, risks, and opportunities, in partnership with finance and technology SMEs
• Ensure products remain competitive, scalable, and aligned with evolving business and regulatory requirements
• Lead coordination across Finance, Technology, Product, and business units to ensure seamless execution of product initiatives
• Manage interdependencies across platforms, systems, and workflows, ensuring alignment with broader enterprise architecture
• Partner with stakeholders to incorporate user needs, operational constraints, and technical considerations into product design
• Oversee delivery of product initiatives, ensuring timely, high-quality execution within budget and scope
• Establish and monitor KPIs, performance metrics, and value realization frameworks
• Drive data-driven product and service improvements, identifying opportunities to enhance efficiency, user experience, and financial outcomes
• Identify and implement innovative approaches, tools, and processes to improve financial product capabilities
• Manage and develop product managers or small teams, ensuring alignment with strategic priorities
• Provide direction, coaching, and performance management to build capability and drive engagement
• Operate within established policies, governance frameworks, and strategic objectives set by senior leadership
• Ensure compliance with financial controls, legal, regulatory, and audit requirements, working in close partnership with Finance, Legal, and Compliance stakeholders
• Support resource planning, prioritization, and budget management across assigned product areas

Director, Finance Product Management

Engineer

• Design, build, configure, and enhance IAM solutions, including SSO, MFA, conditional access, identity lifecycle management, and access governance for both workforce and customer IAM.
• Contribute to engineering design, prototyping, and feasibility testing of IAM solutions, ensuring scalability, reliability, and security.
• Develop and maintain integrations between IAM platforms and enterprise applications, infrastructure, and cloud services.
• Implement authentication protocols and access control mechanisms (e.g., SAML, OAuth, OIDC).
• Diagnose and resolve complex IAM system issues, leading root-cause analysis and implementing sustainable fixes.
• Participate in and lead technical troubleshooting efforts across identity systems and integrations.
• Develop scripts, automation, and tooling to improve provisioning, monitoring, and access governance processes.
• Support testing, validation, and deployment of IAM solutions, ensuring alignment with technical requirements.
• Analyze current-state IAM processes (joiner/mover/leaver, access reviews) and define optimized future-state workflows.
• Implement and monitor IAM security controls, identifying vulnerabilities and recommending remediation actions.
• Contribute to audit readiness through evidence collection, control validation, and documentation.

Identity and Access Management Engineer

Director

• Define and evolve enterprise content standards, metadata models, and taxonomy frameworks supporting the full content lifecycle
• Establish scalable approaches for structured content, semantic tagging, and content interoperability across platforms
• Align standards with industry frameworks (e.g., XML, DITA, Dublin Core, schema.org) and emerging AI/semantic technologies
• Drive adoption of consistent metadata practices to enable discoverability, personalization, analytics, and reuse
• Establish governance models, policies, and quality controls for metadata and content standards
• Create and maintain documentation, guidelines, and training for enterprise adoption
• Partner with Publishing Technology, Authoring, Education, Product, and AI Enablement teams to embed standards into workflows and systems
• Facilitate alignment across workstreams with complex interdependencies, resolving conflicts and driving consistency
• Collaborate with AI Enablement teams to support machine learning models, knowledge graphs, and semantic search capabilities
• Oversee delivery of metadata and standards initiatives across one or more small teams

Finance Business Partner

Business Analyst, Back Office Portfolio

Director, Product Management – Institutional Solutions

President – Chief Executive Officer

Director, Learning Content

Senior Manager, Quality Engineering

Business Analyst, Back Office Portfolio

Director, Finance Product Management

Identity and Access Management Engineer

Director, Standards and Metadata