The Senior Analyst, Global Accounts Payable (AP) supports our global AP operations and systems. This role provides accounting and technical expertise for Source to Pay systems and processes, including but not limited to Concur Travel & Expense Reporting, Sovos IRS 1099/1042 reporting, NetSuite, Kyriba Corporate Credit Card programs and banking systems. This position represents AP as a SME and/or directs others for cross-functional projects which support operational excellence and business transformation impacting the Source to Pay lifecycle.

What we're looking for:

• Responsible for maintenance, implementation, integration of AP, Procurement and Treasury Finance and ERP systems, such as:
  • AP Subject Matter Expert for a variety of cross-functional S2P and finance projects & systems
  • Systems Owner/Administrator: Concur Travel and Expense & GL integrations
    Key AP liaison supporting assigned areas of responsibility such as:  Societies, Credit Card Programs, Travel refunds, etc.
• Leverage problem solving and leadership skills across a wide array of team members & stakeholders to effectively drive project delivery and solutioning. 
• Manage end-to-end comprehensive Accounts Payable functions for assigned global S2P value streams; ensure that internal controls, segregation of duties, and policies and procedures are documented, effective and functioning as designed.
• Oversee and execute payable processes, working across business functions to ensure timely, accurate and efficient payments.  Includes reviewing the work of others, scheduling and issuing payments in accordance with global regulations through a variety of systems (Kyriba, NetSuite, bank platforms, etc.).
• Recommend and drive business transformation initiatives focused on automation, efficiencies, improved financial controls and enhanced stakeholder experiences.
• Diagnose and lead the resolution of comprehensive Source to Pay issues in collaboration with internal and external resources
• Perform month and year end accounting activities to include reconciliation of balance sheet accounts, journal entry preparation, external audit support, and IRS 1099 and 1042 reporting, etc.
• Strategic resource who analyzes large sets of data, develops, and provides business management reports and KPI’s
• Build and maintain collaborative relationships & trusted partnerships with business sponsors, the Finance team, IT partners, and consultants. 
• Leverage problem solving skills across a wide array of team members & stakeholders to effectively drive results.
• Develop and maintain an understanding of US and international business practices, including currencies, basic tax laws, banking, and invoicing regulations, etc.

What you'll bring:

• Associate’s or Bachelor’s degree in related field, or an equivalent combination of education and experience
• Expertise in accounts payable systems and processes (international preferred), banking, credit card, Source to Pay (S2P) value stream working with complex S2P systems, integrations, ability to trouble-shoot, communicate and resolve issues
• Advanced knowledge of Concur, NetSuite, and Excel with demonstrated proficiency in PowerPoint, Outlook, Sovos Tax (1099/1042), Kyriba and standard office software is strongly desired. 
• Deep understanding of finance business processes, knowledge of accounting concepts and regulations (globally), internal controls, segregation of duties, etc.
• Excellent analytical, problem solving and decision-making skills
• Ability to independently make sound decisions and deliver results, under tight time constraints in an ever-changing environment.
• Prior experience in a leadership role with an interest in developing supervisory and/or project management skills and demonstrated experience in maintaining high levels of stakeholder service and satisfaction
• Demonstrate and maintain a continuous improvement mindset.
• Demonstrates intellectual curiosity, outstanding judgment, strong interpersonal, communication and mature business skills with the ability to establish relationships across all levels of global internal and external stakeholders
• Excellent communication skills, including written, verbal, listening, and presentation
• Very high level of organizational and time management skills; including ability to effectively adapt to changing conditions and priorities

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 in the US is $72,300 - $80,000 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.

We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits

About CFA Institute

CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.

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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.

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 TAHelpdesk@cfainstitute.org 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.