Director, FP&A (Wealth Management Industry)

JCW Group; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

JCW Group, a growing mid-sized RIA based in Midtown Manhattan, seeks a Director of Financial Planning & Analysis (FP&A) to lead budgeting, forecasting, modeling, and performance analysis. The role reports to the President and provides strategic financial insights to executive leadership.

The candidate should have 8–12+ years in FP&A or related finance, with experience in a mid-sized wealth management business. Advanced Excel and private-company financials knowledge are essential.

Qualifications

• 8–12+ years of FP&A, corporate finance, or financial modeling.
• FP&A experience within a mid-sized RIA, wealth management firm, or related investment management business.
• Advanced Excel and financial modeling skills, including budgeting, forecasting, and scenario analysis.
• Experience presenting financial analysis and recommendations directly to senior executives.
• Bachelor's degree in Finance, Accounting, Economics; MBA, CFA, or CPA preferred.

Responsibilities

• Lead annual budgeting, financial forecasting, and financial performance analysis.
• Build and maintain financial models covering revenue, expenses, profitability, cash flow, and business growth.
• Develop compensation models and analyze private-company financials, ownership structures, and capitalization tables.
• Prepare management reporting, variance analysis, and financial presentations for senior leadership.
• Partner with business leaders on strategic planning, resource allocation, and operational decision-making.

Skills

Financial analysis

Strategic planning

Forecasting

Budgeting

Financial modeling

Executive presentations

Education

Bachelor's degree in Finance/Accounting/Economics

MBA, CFA, or CPA preferred

Tools

Excel

Job description

We're recruiting a Director of Financial Planning & Analysis (FP&A) for a growing, mid-sized registered investment advisory (RIA) firm based in Midtown Manhattan. Reporting directly to the President, this individual will lead financial planning, forecasting, modeling, and performance analysis while providing strategic financial insights to executive leadership.

Key Responsibilities:

• Lead annual budgeting, financial forecasting, and financial performance analysis.
• Build and maintain financial models covering revenue, expenses, profitability, cash flow, and business growth.
• Develop compensation models and analyze private-company financials, ownership structures, and capitalization tables.
• Prepare management reporting, variance analysis, and financial presentations for senior leadership.
• Partner with business leaders on strategic planning, resource allocation, and operational decision-making.

Requirements:

• 8–12+ years of experience in FP&A, corporate finance, or financial modeling.
• Candidate must have FP&A experience within a mid-sized RIA, wealth management firm, or closely related investment management business.
• Demonstrated experience with private-company financials, compensation modeling, and/or cap tables.
• Advanced Excel and financial modeling skills, including budgeting, forecasting, and scenario analysis.
• Experience presenting financial analysis and recommendations directly to senior executives.
• Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA, CFA, or CPA preferred.