Finance Manager

valeofinancial; Carmel (IN); On-site; USD 110,000 - 140,000; Full time

Job summary

Valeo Financial Advisors seeks a Finance Manager to partner with leadership on strategic financial planning and to oversee budgeting, forecasting, and reporting. This role requires hands-on modeling, KPI analysis, and cross‑functional collaboration to drive growth.

Based in Carmel, IN, the position emphasizes accurate records, capital planning, and live dashboards for executive decision‑making. The Finance Manager reports to the CFO and will lead financial operations, build pro forma analyses,

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• 5+ years of progressive experience in finance, accounting, FP&A, or related fields required.
• Strong understanding of financial reporting, budgeting, forecasting, financial modeling, and variance analysis.
• Experience developing and analyzing KPIs and financial metrics to support business decision‑making.
• Proficiency with financial systems, ERP platforms, and reporting tools.
• Advanced Excel skills with 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 cross‑department collaboration.
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• High attention to detail and commitment to accuracy.

Responsibilities

• Lead short and long-term financial planning, budgeting, and forecasting processes with actionable insights.
• Oversee internal and external financial reporting for accuracy and timeliness.
• Assist the CFO in long-term planning, including capital allocation and investments.
• Develop and manage financial models and scenario planning.
• 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 actionable recommendations to improve performance.
• Prepare financial reports for senior leadership.
• Update capitalization tables and ownership changes.
• Work cross-functionally to streamline processes through standardization and automation.
• Develop and maintain live automated dashboards for Valeo leadership.

Skills

Financial Planning & Analysis

Budgeting

Forecasting

Financial Modeling

KPI Analysis

ERP Proficiency

Advanced Excel

SQL

Power BI/Tableau/Python

Data Analytics

Cross-Functional Collaboration

Project Management

Communication

Attention to Detail

Education

Bachelor’s degree in Finance/Accounting/Economics/Business Administration

5+ years FP&A/finance experience

Tools

ERP systems

Power BI

Tableau

SQL

Python

Job description

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.

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.

Duties & 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
• Update capitalization tables and report on ownership changes
• 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

Requirements:

• 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
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment
• High attention to detail and commitment to accuracy

Valeo is an Equal Opportunity Employer. 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. All employment decisions are based on qualifications, merit, and business need.