Director of Finance

NFP•Boca Raton, FL

21h•Hybrid

About The Position

Wealthspire is seeking a hands-on Director of Finance to help build and operationalize the corporate finance function within a growing, private equity–backed wealth management firm. This individual will play a critical role in establishing reporting infrastructure, supporting forecasting and budgeting, improving financial visibility, and creating scalable processes. The ideal candidate thrives in a build–and–scale environment, is comfortable working through ambiguity, and has experience supporting M&A–driven growth, system implementations, and executive–level reporting.

Requirements

7–10+ years of finance experience; financial services or wealth management preferred.
Deep FP&A experience with strong financial modeling and analytical skills.
Experience in a high–growth, private equity–backed, or carve–out environment preferred.
Proven experience supporting budgeting and forecasting in multi–entity, multi–business–line organizations.
Experience with financial systems implementations and reporting automation strongly preferred.
Advanced Excel required; experience with Workday, Power BI, or similar planning/reporting platforms is a strong plus.

Nice To Haves

CPA, MBA, or CFA preferred but not required.

Responsibilities

Drive annual budgeting, reforecasting, and monthly variance analysis across multiple business units, business lines, legal entities, etc., partnering with the Head of FP&A to support performance visibility and value creation.
Build and maintain detailed financial models, including revenue and AUM forecasting, margin analysis, and advisor compensation analysis.
Develop and enhance KPI dashboards and management reporting for senior leadership and the board.
Support 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.
Support the design and documentation of internal controls, reporting processes, and financial governance.
Improve data integrity and consistency across financial systems, reporting tools, and entities.
Assist with audit, lender, and other compliance–related requests where applicable.
Analyze profitability by advisor, client segment, business line, and acquisition.
Support cost structure analysis and margin improvement initiatives.
Drive process improvements, automation, and standardization across finance and reporting workflows.
Support 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.