Senior Finance Director — Growth & Data Analytics

NewEdge Capital Group LLC; New Orleans (LA); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Paid time off

401(k) match

Job summary

NewEdge Capital Group's NewEdge Advisors (NEA) is seeking a senior finance director to own NEA’s financial narrative, planning, and analysis while hands-on in month-close, reconciliations, and data controls. You’ll lead budgeting, forecasting, and KPI analysis with a lean two-person team, partnering with the parent company finance group.

This in-person role requires deep BD/RIA economics expertise, strong Excel and data tooling experience, and a proven ability to translate numbers into strategic

Qualifications

• 10+ years of progressive finance experience in wealth management or securities-industry organizations
• Hands-on in P&L narrative and financial storytelling
• Strong Excel and data tooling experience (BI)
• Experience leading small finance teams and building scalable processes

Responsibilities

• Own NEA’s annual budget, quarterly reforecasts, and long-range plan with revenue build by advisor group and channel
• Lead monthly operating reviews with the CEO and leadership team and translate results into decisions
• Manage P&L in partnership with the parent-company finance team
• Own data integrity and KPI reporting across AUM, profitability, and advisor cohorts
• Partner with M&A finance for deal planning and integration
• Prepare divisional materials for board reporting and sponsor reviews

Skills

Financial leadership

P&L management

Budgeting & forecasting

Data analysis

Excel

BI tools

Cross-functional collaboration

Education

Bachelor’s degree in Finance, Economics, Accounting

FINRA SIE/Series 7/65/66 (plus)

Tools

Softek

Orion

Salesforce

Dynamics 365

Job description

NewEdge Capital Group's NewEdge Advisors (NEA) is seeking a senior finance director to own NEA’s financial narrative, planning, and analysis while hands-on in month-close, reconciliations, and data controls. You’ll lead budgeting, forecasting, and KPI analysis with a lean two-person team, partnering with the parent company finance group.

This in-person role requires deep BD/RIA economics expertise, strong Excel and data tooling experience, and a proven ability to translate numbers into strategic