Senior Vice President, Financial Planning & Analysis (Remote or on-site)

Key Responsibilities

• Lead enterprise-wide financial planning, budgeting, forecasting, and long-range planning processes.
• Provide actionable insights on financial performance, key drivers, and emerging risks/opportunities.
• Serve as a strategic advisor to the CFO, CEO, and executive team on financial and operational decisions.
• Translate business strategy into financial plans and measurable outcomes.
• Partner with business leaders to evaluate performance, optimize profitability, and inform growth strategies.
• Develop tailored financial frameworks and KPIs for each channel, reflecting distinct business models and economics.
• Lead long-term financial modeling, including scenario planning tied to M&A, advisor acquisition, and market expansion.
• Support enterprise capital allocation decisions, including investments in technology (including AI), talent, and new capabilities.
• Partner with the M&A team, support that team’s work, and closely manage the capital needs of the M&A strategy.
• Establish, maintain and enhance enterprise performance management frameworks, including dashboards, KPIs, and executive reporting.
• Deliver clear, concise, and insightful reporting to senior leadership and the Board.
• Standardize reporting while enabling flexibility for channel-specific insights.
• Build, lead, and develop a scalable FP&A organization.
• Elevate the team’s capabilities in financial modeling, analytics, and strategic partnership.
• Develop future leaders by ensuring team members are always growing and learning.
• Enhance FP&A processes, tools, and systems to improve efficiency, accuracy, and scalability.
• Drive the reporting and financial compliance calendar ensuring reports and insights are delivered on a consistent schedule.
• Partner with Technology and Data teams to advance financial data infrastructure and analytics capabilities.
• Embrace a forward leaning AI strategy, using it to drive efficiency and quality of the work the FP&A team produces.
• Drive automation and reduce manual processes across planning and reporting cycles.

Qualifications

• 12–15+ years of progressive experience in FP&A, corporate finance, or related fields.
• Proven leadership experience managing senior leaders.
• Operating experience in a private-equity backed company is beneficial.
• Experience supporting multiple business lines or segments.
• Strong background in financial services, wealth management, or a similarly complex, multi-entity environment preferred.
• Demonstrated success in high-growth environments, including M&A or integration experience.
• Exceptional financial modeling, analytical, and strategic thinking skills.
• Strong executive presence with the ability to influence senior stakeholders and Board-level audiences.
• Interest in learning and developing into a CFO role required.