Senior Finance Director — Growth & Data Analytics

NewEdge Capital Group LLC; New Orleans (LA); Vor Ort; USD 180.000 - 240.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Paid time off

401(k) match

Zusammenfassung

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

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Financial leadership

P&L management

Budgeting & forecasting

Data analysis

Excel

BI tools

Cross-functional collaboration

Ausbildung

Bachelor’s degree in Finance, Economics, Accounting

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

Tools

Softek

Orion

Salesforce

Dynamics 365

Jobbeschreibung

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