Director of Finance, FP&A

Director, Corporate FP&A & Strategic Finance

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

Strategic Finance

• 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

Business Partnership

• 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

Cross‑Functional Leadership & Analytical Architecture

• 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

Qualifications

• 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

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io.

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present you as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.