Vice President of Finance

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

Trajan Wealth is seeking a Vice President of Finance with the leadership capability to build and scale a high-performing finance organization in a fast-paced, high-growth environment as the company expands nationally. This is a hands-on, transformational leadership role focused on building infrastructure and driving strategic growth.

The firm has a talented in-house team of 5 employees with a heavy focus on accounting function. What it does not yet have is a true finance function: forward-looking planning, analysis, and executive reporting that leadership can make decisions with confidence. You will own both sides. You will take responsibility for accounting and the monthly close across three integrated businesses, and on top of that foundation you will build the financial planning, forecasting, and performance reporting layer the firm needs to scale to its next milestone.

This role reports to the Chief Administrative Officer and partners directly with the CEO, the President, and the executive leadership team. It is deliberately positioned as Trajan Wealth's path to Chief Financial Officer. The leader who builds this function, earns the trust of the executive team, and delivers measurable results will be the firm's leading candidate for the CFO seat.

The ideal candidate is a credentialed finance leader who is equally comfortable setting strategy with the CEO and getting into the detail of a consolidation, a forecast model, or a close calendar. In a firm at this stage, both are the job.

This role would be 100% onsite.

Duties and responsibilities

Financial planning and analysis

• Build the FP&A function from the ground up: annual budget, rolling forecast, and driver-based financial models across all entities
• Produce a monthly management reporting package the executive team runs the business on, including actual versus budget by department, cash flow, and rolling twelve-month trends
• Build and maintain KPI dashboards that track leading indicators, not only lagging results
• Model the economics of growth decisions: labor increase based on growth, office expansion, marketing spend by market, and revenue mix

Accounting, close, and controls

• Lead internal team on accounting across all entities: general ledger, revenue recognition on advisory fee billing, payroll, accounts payable, and multi-entity consolidation
• Utilize systems and automation to increase efficiencies with monthly close process
• Establish internal controls, documentation, and audit-ready records that scale with the firm
• With support of internal accounting team, own the chart of accounts and departmental cost structure so that reporting rolls up cleanly and consistently

Cash, capital, and profitability

• Own cash flow forecasting, liquidity, and working capital management
• Drive capital allocation: what gets funded, on what expected return, and measured against that expectation
• Own profitability analysis by entity, department, territory, and advisor
• Identify and remove cost, including vendor contracts, processing fees, and spend that is not earning its return

Growth, acquisitions, and integration

• Lead financial due diligence on acquisition opportunities, including advisory, estate and and tax practices
• Model financial structures, including purchase price, earnouts, clawbacks, and client retention economics
• Own finance-side integration after close and measure acquired books of business against the original underwriting

Compliance and external partners

• Partner with the Chief Compliance Officer and General Counsel as required
• Manage relationships with banking partners, custodians, third-party administrators, outside auditors, and tax advisors

Leadership

• Lead, coach, and develop the finance and accounting team to ensure scalability of growth
• The ability to guide, influence, and inspire team to work together toward a common goal
• Communicate clearly with team, as well as, the CEO, the President, and the executive team
• Serve as a business partner to department leaders, not a scorekeeper

WHAT SUCCESS LOOKS LIKE IN YEAR ONE

• Leadership makes decisions from a monthly reporting package based on established deadlines
• Every entity has a budget and a rolling forecast, and variances are explained rather than discovered
• KPI dashboards are live and built into the firm's operating rhythm
• Acquisitions are underwritten, integrated, and measured against a model you built
• The finance and accounting processes and team is measurably stronger than the day you arrived

Qualifications

Required

• Bachelor's degree in Finance, Accounting or a related field
• Certified Public Accountant (CPA) license preferred
• 12 or more years of progressive finance and accounting experience, including senior leadership roles
• 7 or more years leading and developing a finance or accounting team
• Oracle NetSuite experience preferred
• Multi-entity accounting and consolidation experience
• Demonstrated FP&A ownership: budgets, forecasts, and management reporting you built that leadership actively used to make decisions
• Proven ability to operate in a high-growth, entrepreneurial owner-led environment
• Strong systems capability, including general ledger platforms, reporting and business intelligence tools, and producing reliable reporting from multiple source systems
• Exceptional communication and executive presence, with the ability to influence at every level of the organization

Preferred

• Experience in an RIA, wealth management firm, or comparable financial services or professional services environment
• Familiarity with advisory fee billing, custodian platforms, and revenue tied to assets under management
• Mergers and acquisitions due diligence and post-close integration experience a plus
• Track record scaling a finance function through rapid organic growth or serial acquisition
• Public accounting foundation

Benefits

• $225,000 to $290,000 base salary, plus performance-based bonus
• 401(k) with a company matching contribution of up to 13 percent
• United Healthcare PPO medical coverage for employees, paid by the company
• Delta Dental PPO, United Healthcare Vision, short term disability, long term disability, life insurance, and additional voluntary options
• Generous holidays and paid time off
• A defined path to the Chief Financial Officer seat
• Come and join a team that is making a difference in the lives of our clients and our employees.
• Future career growth opportunity.

Come and join a team that is making a difference in their clients and employee's lives!