Director of Finance, FP&A POST NUMBER: 479195
Salary: $200,000 - $230,000/annually plus Bonus & Equity
Location: Hybrid NYC (Midtown) Position Overview
Join an elite, high-growth financial services platform as the Director of Corporate FP&A &
Strategic Finance. Reporting to the Head of FP&A, this role will lead the Corporate FP&A and Strategic Finance function, with responsibility for consolidated forecasting, financial modeling, scenario analysis, and enterprise decision support.
This individual will play a critical role in driving financial insights related to organic growth, M&A activity, profitability, and capital planning while partnering closely with executive leadership and cross-functional stakeholders. The ideal candidate combines strong technical finance expertise with strategic thinking and the ability to operate effectively in a fast-paced, high-growth environment. Key Responsibilities Corporate FP&A & Forecasting
- Own and manage consolidated forecasting models, financial architecture, and supporting schedules
- Lead quarterly forecasting, annual budgeting, and long-range planning processes
- Enhance forecasting methodologies, business drivers, scenario capabilities, and model scalability
- Maintain and improve analytical frameworks supporting operational and strategic EBITDA analysis
- Lead scenario modeling and financial analysis supporting enterprise growth, profitability, and capital allocation initiatives
- Support strategic initiatives including recruiting investments, acquisitions, succession opportunities, and other growth initiatives
- Develop ROI, payback, and investment evaluation frameworks
- Support leverage analysis, debt capacity planning, and capital structure evaluation
- Identify opportunities to improve financial processes, analytical capabilities, and reporting scalability
- Serve as a strategic finance partner to senior business leadership
- Translate operational trends and growth opportunities into financial insights and actionable recommendations
- Partner on advisor economics, recruiting economics, and growth performance analytics
- Collaborate across FP&A functions to improve alignment, connectivity, and operational effectiveness
- Standardize financial assumptions, methodologies, and reporting frameworks
- Help build a scalable FP&A operating model with clear ownership and streamlined processes
- Drive continuous improvement initiatives across finance operations and reporting
- 10 years of experience in FP&A, strategic finance, corporate finance, transaction support, or related fields
- Bachelor’s degree in Finance, Accounting, Economics, Business, or related discipline required
- MBA or other advanced degree preferred
- Demonstrated experience building and managing complex financial models
- Strong executive communication and business partnership capabilities
- Ability to balance strategic thinking with hands-on execution and detailed analysis
- Experience supporting high-growth, multi-entity, or private equity-backed organizations preferred
- Comfortable operating in entrepreneurial and fast-paced environments
- Industry experience in wealth management, asset management, financial services, or related sectors strongly preferred
- Experience supporting M&A, recruiting economics, capital planning, or leverage analysis preferred
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