SVP Finance & Treasury

Wealth Enhancement Group

1d•Onsite

About The Position

This leadership role is responsible for driving enterprise-wide financial planning, analytics, and risk management for WEG, including developing and overseeing models and processes for the annual operating plan, forecasts, and five-year strategic plans. The role will deliver high‑impact reporting and analytics—both ongoing and ad hoc—to support informed decision‑making by the Board of Directors and business unit leaders, while also supporting the implementation and optimization of reporting and analytics systems that enable efficient, organization‑wide access to data (including Cognos, Tamarac, Salesforce, and other tools as identified). In addition, the role will identify, monitor, and help manage the firm’s financial risk profile to support sustainable growth and long‑term performance.

Requirements

Bachelor's degree (or equivalent experience) in finance, accounting or related field
15+ year track record of driving results and organizational growth within financial services and finance leadership roles
Must be able to communicate and manage relationships sr. leadership across all departments
Demonstrated skills in coaching and mentoring a staff
Exhibit solid thought leadership and problem-solving capabilities
Must actively pursue opportunities to increase visibility and value delivered throughout organization
Must be able to understand and leverage data and analytics to improve decision making and results
Excellent command of Microsoft Word, Excel, PowerPoint, etc. with an aptitude to learn new software

Responsibilities

Lead financial processes related to annual plan, OT1/OT2 forecasts and 5-year strategic planning
Work directly with executive team, BOD and sr. leaders to establish and model key assumptions, investments and results
Deliver necessary documentation and ongoing reporting to leadership to manage and monitor results
Development and deliver ongoing and ad-hoc reporting to WEG BOD and business leadership
Ongoing KPI and key results reporting (monthly, quarterly, annually)
Ongoing analytics of key results (i.e. AUM roll forward results including new money, net flows, terms, etc.), financials (revenue and expense driver analysis) and staffing needs (including development of staffing models)
Ongoing analysis and KPI reporting related to the company’s discretionary spending including marketing, M&A, etc.
Support delivery of reporting and analytic systems
Upgrade and maintain financial reporting in COGNOS or other tools for ongoing reporting and ad hoc analytics
Leverage other analytic platforms (potentially Tamarac, Salesforce, etc.) to deliver enhanced analytics to sr. leadership to drive business results – AUM roll forward, advisor dashboards, marketing investments, etc.
Become centralized “one source of truth” for key KPI results for WEG including playing active role in data governance and architecture
Train and encourage use of proper reporting and analytic tools
Lead identification, monitoring and management of the firm’s risk profile
Oversee management of covenant and other requirements of debt and credit facilities
Cash flow forecasting and analysis
Identify major financial risks for firm and mitigation plans (i.e. financial flexibility in bear equity market scenario)
Set strategic direction for the function and ensure successful execution
Manage org structure to effectively meet functional objectives.
Monitor functional trends; recommend and implement best practices
Manage department budget
Partner with their manager team and Human Resources to hire top talent and/or work through performance management concerns

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)