Financial Planning Manager

Wealth Management Corp; Orem (UT); On-site; USD 100,000 - 152,000; Full time

Benefits offered by this job

Ownership opportunity

Mentorship program

Benefits and flexibility

Job summary

Wealth Management Corp in Orem, UT seeks a Financial Planning Manager with CFA certification and 7+ years of experience. The role places you alongside decision-makers, offering ownership potential and a strong team culture.

You will manage accounting activities and advanced financial analyses to drive business decisions. You will own the DCF analysis handoff, reconcile ledgers, and ensure timely reporting across departments.

Qualifications

• 7+ years CFA certification required.
• Proven financial analysis and reporting skills.
• Experience with DCF analysis and transfer pricing concepts.
• Experience presenting to senior stakeholders preferred.

Responsibilities

• Settle expense reports quickly to meet deadlines.
• Reconcile bank and balance-sheet accounts to the cent.
• Maintain fixed-asset register as assets move in Orem, UT.
• Own sign-off on journal entries above threshold.
• Analyze financial data and surface trends and risks.
• Lead DCF Analysis-to-Accountability handoff to ensure timely reporting.
• Reconcile inventory ledger with physical counts.

Education

CFA Certification

Job description

Forget the stereotype of the back-office accountant; this Financial Planning Manager sits beside decision-makers in Orem. We're looking for 7+ years of CFA Certification; in return you'll get $100,000 - $152,000, ownership, and a team worth joining.

Key Responsibilities

• Settle expense reports fast enough that nobody chases you twice
• Reconcile bank and balance-sheet accounts down to the last cent
• Keep the fixed-asset register current as equipment moves through Orem, UT
• Own the manager sign-off on journal entries above the threshold
• Analyze financial data using Transfer Pricing to surface trends and risks
• Own the DCF Analysis-to-Accountability handoff so reporting never stalls between teams
• Reconcile the inventory ledger to a physical count without the drama

What You'll Bring

• Clear thinking under the kind of pressure Orem, UT deadlines bring
• Comfort presenting to an UT-wide audience without a script
• A portfolio that speaks louder than any line on your resume
• A collaborator's reflex to share credit and absorb blame
• An UT work history, or strong reasons you'll thrive here anyway

We started Wealth Management Corp in an Orem garage because the finance status quo deserved a builder-led reckoning. Growth budgets at Wealth Management Corp are generous because a sharper DCF Analysis you means a stronger team.

Earn a $100,000 - $152,000 base while a mentor accelerates your jump from manager to lead, with benefits and flexibility along for the ride.

As of right now, Wealth Management Corp is still reading every resume that lands here.