Director, FP&A & KPI Reporting – Wealth – IA
About The Position
The Director of Finance directs the organization’s financial functions, ensuring financial integrity, strategic alignment, and operational efficiency across departments. The role establishes internal controls; partners with senior leadership on accounting and financial reporting; analyzes financial metrics and performance; and provides financial insights to cross-functional teams. It also ensures compliant and timely reporting, prepares for audits, leads finance teams and personnel management, and contributes to organizational strategy through financial planning and decision support. The position develops and implements departmental policies, procedures, and practices that significantly impact the organization.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- 10+ years of progressive experience in finance, accounting, or a related discipline.
- Prior leadership or management experience.
- Extensive knowledge of financial principles, reporting standards, and regulatory requirements.
Responsibilities
- Establish and maintain internal controls to monitor assets, capital investments, cost management, and liquidity.
- Partner with senior leadership on accounting and financial reporting, including monthly, quarterly, and annual financial statements.
- Analyze and interpret financial metrics, including asset ratios, break-even analysis, profit margins, operating costs, and overall financial performance.
- Provide financial insights and communicate with Operations, Marketing, HR, and IT regarding budgets, ROI, and project investments.
- Ensure accurate and timely financial reporting in compliance with applicable regulations, including GAAP, FASB, and SEC requirements.
- Prepare for audits and ensure documentation meets regulatory and compliance standards.
- Lead and direct finance teams, including oversight of subordinate managers and staff.
- Oversee personnel management activities such as hiring, performance management, and employee development.
- Contribute to organizational strategy through financial planning, goal setting, and decision support in partnership with executive leadership.
- Develop and implement departmental policies, procedures, and practices that significantly impact the organization.
Benefits
- Competitive compensation package
- Benefits for employees and their families
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
