Director of Finance

MONECO Advisors LLC; Fairfield (CT); On-site; USD 120,000 - 160,000; Full time

Job summary

MONECO Advisors LLC, located in Fairfield, Connecticut, is seeking a Director of Finance to shape and lead financial strategy within a growing independent wealth management firm. This senior role involves overseeing accounting and reporting functions, while driving budgeting and forecasting efforts.

The ideal candidate will have extensive finance experience, strong strategic thinking capabilities, and exceptional communication skills. Join a firm that has achieved significant growth and offers an opportunity to make impactful contributions from day one.

Qualifications

• 8–12 years of progressive finance or accounting experience.
• Experience in financial services, wealth management preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Drive financial strategy while overseeing accounting functions.
• Partner with leadership on budgeting and forecasting.
• Lead firm’s bookkeeping and accounting oversight.

Skills

Strategic financial planning

Leadership

Financial analysis

Communication

Interpersonal skills

Job description

Take a leadership role in shaping the financial future of one of New England’s fastest-growing independent wealth management firms.

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative, people-first culture with sophisticated planning capabilities and a relentless focus on growth — and we’re looking for a financial leader who wants to help build something, not just manage it.

The Director of Finance is a full-time, salaried senior leadership role with competitive benefits and performance-based bonus potential. Reporting to the COO, this position serves as the firm’s senior financial strategist — owning capital planning, financial performance, and the integrity of our accounting and reporting functions. The ideal candidate is a forward-thinking financial leader who is as comfortable in a strategic conversation as they are reviewing a balance sheet.

What You’ll Do

You’ll serve as a key partner to firm leadership, driving financial strategy while overseeing the accounting and reporting infrastructure that supports a rapidly growing enterprise. Your work will span four key areas:

Strategic Finance & Capital Planning

• Partner with the COO and Executive Committee on budgeting, forecasting, and long-range financial planning.
• Evaluate capital allocation decisions, including investments in people, technology, and M&A activity.
• Develop and maintain financial models that inform strategic decisions across the firm.
• Own the firm’s financial reporting cadence, delivering timely, accurate, and actionable insights to leadership.
• Establish KPIs and dashboards that give leadership a clear view of firm health and growth trajectory.
• Monitor cash flow, liquidity, and profitability across the firm’s business units.

Accounting Oversight

• Provide leadership and oversight to the firm’s bookkeeping and accounting functions, ensuring accuracy and compliance.
• Manage relationships with external accountants, auditors, and tax advisors.
• Ensure the firm’s financial controls, policies, and procedures are current and scalable.

M&A & Growth Support

• Support financial due diligence and integration work related to the firm’s active acquisition program.
• Assist in structuring and evaluating deal economics, earnouts, and equity arrangements.
• Serve as a financial resource for incoming teams and advisor integrations.

What We’re Looking For

• 8–12 years of progressive finance or accounting experience, with demonstrated leadership responsibilities.
• Experience in financial services, wealth management, or a similarly complex professional services environment strongly preferred.
• A strategic thinker who can translate financial data into clear recommendations for business leaders.
• Strong communication and interpersonal skills — equally effective in a boardroom and a one-on-one.
• Comfortable operating in a high-growth, fast-moving environment where priorities can shift.
• Based in or willing to work regularly from one of Moneco’s offices, with regular presence in Fairfield, CT.

Why Join Moneco Advisors?

This is a rare opportunity to step into a senior financial leadership role at a firm with real momentum. Moneco has completed 12+ acquisitions since 2020 and continues to grow — which means the Director of Finance will have a front-row seat to complex, meaningful work from day one. If you’re looking for a role where your strategic thinking shapes real outcomes, we’d love to hear from you.