CFO (Temporary Remote)

Valeo Financial Advisors LLC; Carmel (IN); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Valeo Financial Advisors is seeking a Finance Manager to serve as a strategic partner to leadership, overseeing budgeting, forecasting, financial modeling, and dashboards to drive data-driven decisions. The role reports to the CFO and ensures accurate records, timely reporting, and cross‑functional collaboration.

In-person work at our Carmel, Indiana headquarters is required. Ideal candidates bring 5+ years in FP&A or related finance roles, strong excel and ERP proficiency, and experience with

Formación

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive experience in finance, FP&A, or related fields.
• Strong understanding of financial reporting, budgeting, forecasting, modeling, and variance analysis.
• Experience developing KPIs and financial metrics for decision-making.
• Proficiency with financial systems, ERP platforms, and reporting tools.
• Advanced Excel with complex formulas, pivot tables, and modeling.
• Experience with SQL, Power BI, Tableau, Python or similar data analytics tools preferred.
• Strong analytical and problem-solving skills; ability to translate data into insights.
• Excellent organizational, project management, and cross-departmental communication skills.

Responsabilidades

• Lead short- and long-term financial planning, budgeting, and forecasting; provide actionable insights to leadership.
• Oversee internal and external financial reporting with accuracy and timeliness.
• Assist CFO in long-term planning, capital allocation, and investment strategies.
• Develop financial models and scenario analyses for opportunities and risks.
• Partner with division leadership to drive performance, cost control, and margins.
• Monitor financial performance and recommend improvements or corrective actions.
• Collaborate with Finance to implement new systems and processes.
• Analyze trends and provide recommendations to improve performance.
• Prepare financial reports for senior leadership.

Conocimientos

FP&A

Budgeting

Forecasting

Financial Modeling

Variance Analysis

Excel Advanced

SQL

Power BI

Tableau

Python

Educación

Bachelors degree in Finance

Herramientas

ERP Systems

Descripción del empleo

About the Company

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $13 billion in assets under management, and is experiencing significant growth. We provide comprehensive, independent financial advice to our clients through a simple, transparent fee structure. Based in central Indiana, we are committed to empowering the next generation and helping shape the future of the financial services industry.

About the Role

To support our continued growth and evolving business needs, we are seeking a Finance Manager who will serve as a strategic partner to leadership while overseeing key financial processes that drive informed decision‑making and operational effectiveness.

The Finance Manager reports directly to the Chief Financial Officer (CFO) and plays a key role in both the day‑to‑day management of financial operations and the execution of the firm’s financial strategy. This position is responsible for maintaining accurate financial records, leading budgeting and forecasting processes, developing financial models and pro forma analyses, and partnering with departments across the organization to evaluate financial performance. The Finance Manager will help ensure efficient financial operations while delivering data‑driven insights that support business growth and strategic decision‑making.

This position requires regular in‑person attendance at our Carmel, Indiana headquarters.

Key Responsibilities

• Lead the short term and long-term financial planning, budgeting, and forecasting processes, ultimately providing actionable insights and recommendations to leadership
• Oversee the preparation of internal and external financial reporting for the organization, ensuring accuracy and timely submission
• Assist the CFO in long-term financial planning, including capital allocation and investment strategies
• Develop and manage financial models and scenario planning to assess potential business opportunities and risks
• Partner with division leadership to drive financial performance, cost control, and margin optimization
• Monitor and analyze financial performance, making recommendations for improvements or corrective actions
• Collaborate with the Finance team to implement new financial systems and processes
• Analyze trends and provide actionable recommendations to improve financial performance
• Assist in the preparation of financial reports for senior leadership
• Work cross‑functionally with advisor development, and operations teams while consistently looking to improve and streamline processes through standardization and automation
• Contribute in the development and maintenance of a comprehensive live semi/fully automated financial dashboards accessible to Valeo leadership

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required
• 5+ years of progressive experience in finance, accounting, financial planning & analysis (FP&A), or related fields required
• Strong understanding of financial reporting, budgeting, forecasting, financial modeling, and variance analysis
• Experience developing and analyzing key performance indicators (KPIs) and financial metrics to support business decision‑making
• Proficiency with financial systems, ERP platforms, and reporting tools
• Advanced Excel skills, including complex formulas, pivot tables, and financial modeling
• Experience with SQL, Power BI, Tableau, Python, or other data analytics and visualization tools preferred
• Strong analytical and problem‑solving skills with the ability to translate financial data into actionable business insights
• Excellent organizational, project management, and communication skills with the ability to collaborate effectively across departments

Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non‑disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.