CFO Finance & Accounting

We are seeking a hands‑on Finance Manager to build and support the financial planning and analysis function within a growing, private equity‑backed wealth management firm. Reporting to the Director of Finance, the individual will support day‑to‑day budgeting, forecasting, and reporting deliverables, build and maintain financial models and dashboards, and help create scalable, repeatable processes that improve financial visibility across the business.

Financial Planning & Analysis

Lead the preparation of annual budgeting, reforecasting, and monthly variance analysis across multiple business units, lines, and legal entities.

Build and maintain detailed financial models, including revenue and AUM forecasting, margin analysis, and advisor compensation analysis.

Assist with private‑equity, investor, and lender reporting, including organic growth, acquisition tracking, and performance analytics.

Partner closely with Accounting to ensure timely, accurate monthly close and management reporting.

Improve data integrity and consistency across financial systems, reporting tools, and entities.

Assist with audit, lender, and other compliance‑related requests where applicable.

Operational Finance

Analyze profitability by advisor, client segment, business line, and acquisition.

Support cost structure analysis and margin improvement initiatives.

Support process improvements, automation, and standardization across finance and reporting workflows.

M&A Support

Assist with financial diligence, modeling, and integration planning for acquisitions.

Help standardize reporting, forecasting, and KPI frameworks across newly acquired entities.

Maintain post‑close visibility into acquisition performance, earnouts, and integration progress.

Support implementation and optimization of financial systems and reporting tools (including Workday and Power BI).

Develop scalable templates, standardized reporting packages, and repeatable finance processes.

Partner with technology and data teams to improve reporting efficiency and enable a single source of truth.

5–7+ years of finance or FP&A experience; financial services or wealth management preferred.

Hands‑on FP&A experience with strong financial modeling, analytical, and problem‑solving skills.

Experience in a high‑growth, private equity‑backed, or carve‑out environment preferred.

Hands‑on experience building and maintaining budgets and forecasts in multi‑entity, multi‑business‑line organizations.

Exposure to financial systems implementations and reporting automation a plus.

CPA, MBA, or CFA preferred but not required.

Advanced Excel required; experience with Workday, Power BI, or similar planning/reporting platforms is a strong plus.

Travel up to 15%.

Competitive salary of $100,000 – $125,000 with performance‑based incentives.

Paid time off and holidays.