Senior Manager, FP&A | Wealth Management

23 hours ago


Chicago, United States Connect Search, LLC Full time

Highly acquisitive wealth management firm hiring Senior Manager, Financial Planning & Analysis. The focus of the role is providing FP&A, cash flow planning, and KPI management support for acquisitions.


Keys to an interview: Senior Manager, Financial Planning & Analysis | Wealth Management

  • 7-10 years' FP&A experience related to Financial Due Diligence or Transaction Services
  • CPA preferred
  • Experience working with Private Equity a plus


Key responsibilities: Senior Manager, Financial Planning & Analysis | Wealth Management

  • Partners with Corporate Development and Finance team leadership to drive the development and achievement of FP&A team goals.
  • Lead the FP&A team in building and improving processes that drive business performance and scale while supporting the top-line growth of the organization.
  • Support financial and strategic planning, monthly and quarterly financial close processes, and building & analyzing business performance metrics.
  • Communicate business performance and advise on the achievement of the company strategy.
  • Own the development process and delivery of key deliverables for investors, Board of Directors, and senior management
  • Lead junior team members on best practices for leveraging large datasets to develop insights and drive business outcomes
  • Manage cross-functional relationships as a representative of the FP&A team across the corporate function and with the advisor practices
  • Manage FP&A processes and effectively communicate initiative progress, roadblocks, questions and timelines to team leadership


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