Director, FP&A (Wealth Management Industry)

Key Responsibilities: Lead annual budgeting, financial forecasting, and financial performance analysis. Build and maintain financial models covering revenue, expenses, profitability, cash flow, and business growth. Develop compensation models and analyze private-company financials, ownership structures, and capitalization tables. Prepare management reporting, variance analysis, and financial presentations for senior leadership. Partner with business leaders on strategic planning, resource allocation, and operational decision-making.

Requirements: 8–12+ years of experience in FP&A, corporate finance, or financial modeling. Candidate must have FP&A experience within a mid-sized RIA, wealth management firm, or closely related investment management business. Demonstrated experience with private-company financials, compensation modeling, and/or cap tables. Advanced Excel and financial modeling skills, including budgeting, forecasting, and scenario analysis. Experience presenting financial analysis and recommendations directly to senior executives. Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA, CFA, or CPA preferred. If you're interested and meet the above qualifications, email Sean at, attaching your resume. Thanks!