Head of Corporate Finance

The Finance Manager position with NewEdge Capital is a newly established role that will have direct exposure to NewEdge’s senior management. The Finance Manager should expect to spend the majority of their time driving forward FP&A objectives and working closely with senior members of the FP&A team to execute key initiatives. This is a hands‑on role for someone who wants to own the analysis, not just oversee it.

Location: This is a hybrid position reporting to the New York City office 3 days per week.

Performance Monitoring & Analysis: Lead the effort in monitoring, analyzing trends, and improving KPIs across the firm.

Financial Analysis: Assist in monitoring and analyzing trends in company financials, identifying causes of variances, etc.

Manage the development of (and continually improve) the budgeting and financial forecasting process.

Guide the development of monthly and quarterly financial and operating packages as well as materials for the Board of Directors.

Ad-hoc Analysis & Support: Support the senior management team and department heads with data-driven analysis.

The Manager should be prepared to take on significant responsibility within the finance group, owning both new and existing initiatives end to end and coordinating directly with senior management and executives.

This role has the potential to take on direct supervisory responsibility as the finance team grows

Bachelors degree in Business or Finance.

Master's degree or MBA is a plus.

A minimum of 6 years of relevant work experience in investment banking, private equity, consulting, FP&A, and/or corporate finance.

Strong finance background and acumen including analyzing and forecasting the three financial statements.

High level of skill in financial modeling

Strong written and verbal communication skills, with the ability to distill complex analysis into clear takeaways for senior audiences.

Commitment to data integrity and continuous improvement of data quality and QC processes.

Advanced skills in Excel including complex financial modeling.

Knowledge of Business Intelligence reporting tools such as Microsoft Dynamics and Power BI is a plus.

Experience in the financial services sector, including asset & wealth management is a plus.

Experience leveraging AI tools to drive efficiency and insight in financial analysis, reporting, and workflow automation.

EdgeCo Holdings is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full‑service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.

NewEdge Capital Group provides best-in-class technology‑enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $75 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.

Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short‑term disability, long‑term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

EdgeCo Holdings, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.

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