Co-Director of Finance - $170k-225K base plus bonus

Job purpose Trajan Wealth, a leading and rapidly expanding Registered Investment Advisory and Estate Planning firm, is seeking a Co-Director of Finance to join our leadership team. In this role, you'll work alongside the existing Director of Finance to co-lead the department, split key responsibilities, and collaboratively drive the financial strategy, planning, and operations that support our mission: helping clients secure and grow their financial future. This is a unique opportunity for a dynamic financial professional to step into a high-impact leadership role with shared ownership of strategic initiatives, operational excellence, and system-wide improvements across a fast-paced, service-driven organization. Duties and responsibilities Strategic Financial Leadership Lead budgeting cycles, financial modeling, forecasting, long term financial plans and analyzing risks and consolidated planning across revenue, gross profit, and operating expenses Create reporting on a monthly, quarterly, and annual reporting basis - analyzing results, synthesizing key trends, and presenting insights to executive leadership Deliver ad hoc financial analysis to support high-impact decisions across the business Financial Operations Oversight Lead payroll administration and expense report reconciliation Manage accounts payable and accounts receivable processes Partner with 3rd party administrator for oversight of Trajan's 401k plan. Which also includes reporting for 401(k) and Trajan Special Equity Participation Plan (TSEPP). Lead departmental monthly bonus preparation and reporting. Systems & Process Optimization Partner with internal departments to ensure financial systems (NetSuite, Creatio, Snowflake, Sigma and ISolved) align with business financial needs Lead vendor coordination and successful automation and integrations Support and continuously improve the financial system of record, data integrity, and reporting capabilities Cross-Functional Collaboration Collaborate with various departments to support financial initiatives Drive alignment across departments through a structured annual and long-term planning process Develop and implement financial planning policies, timelines, tools, and communication strategies Contribute to a culture of accountability, transparency, and process improvement within the Finance team and the broader organization Qualifications Bachelor's degree in Finance or Accounting 10+ years of progressive experience in finance, with a strong foundation in FP&A, accounting, and systems integration 5+ years experience leading, coaching and developing team members Proficiency with NetSuite and other financial databases Experience managing cross-functional projects and multiple stakeholders Strong analytical skills with the ability to deliver clear, actionable insights to senior leadership Exceptional communication skills—both written and verbal—and a collaborative mindset High attention to detail and accuracy, especially when preparing reports and presentations for leadership Ability to influence without authority, navigate change, and work effectively in a fast-paced, client-centric environment Benefits $170,000 to $225,000 base salary plus bonus 401(k) with a matching contribution up to 13% 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 many more voluntary options Generous holidays and PTO #J-18808-Ljbffr