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The Director of Financial Planning and Analysis at EP Wealth Advisors is a key leadership role within the finance team, responsible for guiding financial strategy and analysis to support executive decision-making. The position requires a strong background in financial planning, budgeting, forecasting, and strategic analysis, with a focus on mentoring a team of financial analysts to deliver high-quality financial insights and reports. The role emphasizes collaboration with senior leadership and department heads to drive business objectives and improve financial performance.