CFA Institute

Designer

• Work with subject matter experts to assess learning needs and identify learning objectives.
• Identify the most appropriate instructional strategies and modalities to translate content into engaging and effective online learning.
• Collaborate with the SMEs and provide feedback on course storyboard, scripts, case studies, interactions, and exams.
• Apply design skills to bring together text, illustrations, video, audio, and animation into engaging e-Learning.
• Use e-Learning authoring tools to create interactive content.
• Review and evaluate the effectiveness of the existing courses; combine surveys and assessment results to implement course improvements.
• Work with business clients on e-Learning delivery, quality assurance, and reporting.

Learning Design Specialist

Financial Planning and Analysis

• Prepare the annual budget, periodic re-forecasts, and rolling 13-week cash flow forecast across all business units
• Build and maintain dynamic three-statement models supporting scenario analysis
• Lead monthly close analysis with variance reporting, clear driver narratives, and recommended corrective actions
• Assist with preparation of board presentations, investor materials, and executive dashboards
• Own CFI’s SaaS KPI framework: ARR, GRR, NRR, CAC, LTV, LTV:CAC, payback period, magic number and rule of 40
• Build cohort analysis models to track retention curves, expansion revenue, and unit economics across segments
• Partner with Data/BI teams to create self-serve dashboards that democratize access to key metrics
• Serve as finance partner to Marketing and Go-to-Market, building ROI models for paid acquisition, content, SEO, and lifecycle campaigns
• Analyze full-funnel performance (traffic → leads → trials → conversions → revenue) with channel attribution
• Track and forecast CAC by channel and cohort; provide actionable recommendations on spend allocation and efficiency
• Lead evaluation and implementation of FP&A planning tools
• Drive integration between ERP, CRM, billing systems, and FP&A platforms to create a single source of financial truth
• Champion automation of recurring reporting and data consolidation to free the team for strategic work
• Create individualized career development plans with clear milestones, stretch assignments, and regular coaching
• Foster a culture of intellectual curiosity and business partnership—strategic advisors, not report generators
• Communicate SLT decisions and initiatives top-down to help the team better align personal and team goals with company directions
• Act as a proactive business partner to department heads, bringing financial perspective to operational decisions
• Translate complex financial data into clear, actionable narratives for non-finance audiences
• Support ad-hoc analysis as requested by the VP Finance & Accounting and SLT

Director, Financial Planning – Analysis

Email Marketing Manager

• Build and deploy email campaigns from provided briefs, templates, and copy, including promotional, newsletter, and transactional sends.
• Format and QA email content to ensure a clean experience across devices and inboxes.
• Set up audiences/segments based on the provided criteria and confirm that the counts align with expectations.
• Execute A/B tests and document results.
• Manage campaign checklists and approvals, ensuring deadlines are met, and launches run smoothly.
• Troubleshoot basic ESP issues and escalate when needed.
• Maintain email templates and modules, working with existing design systems and updating components as directed.
• Apply tracking/UTM standards and confirm analytics are firing correctly.
• Support list hygiene and deliverability best practices following team guidelines.
• Keep documentation current, including processes, naming conventions, and send logs.
• Ensure compliance with email marketing regulations and stay current with industry trends.

Learning Design Specialist

Director, Financial Planning – Analysis

Email Marketing Specialist