Senior Finance Leader - Wealth Platform (New Orleans)

NewEdge Advisors; New Orleans (LA); Hybrid; USD 180,000 - 260,000; Full time

Job summary

NewEdge Advisors in New Orleans seeks a Senior Finance Director to own financial narrative, planning, and analysis while hands-on with month-end, reconciliations, and data controls. You will lead a small team and partner with NECG finance to deliver reliable reporting and decisive insights.

The role demands 10+ years in wealth management finance, deep BD/RIA economics, and a builder mindset for scalable processes. In-person leadership in New Orleans is required.

Qualifications

• Senior finance leader with 10+ years in wealth management or securities finance.
• Hands-on P&L ownership, budgeting, and long-range planning.
• Strong data analysis, forecasting, and KPI discipline.

Responsibilities

• Own NEA’s annual budget, quarterly reforecasts, and long-range plan.
• Lead monthly operating reviews with CEO and leadership team.
• Manage P&L in partnership with parent company finance.
• Drive data quality, KPIs, and standardized reporting.
• Oversee billing, intercompany dynamics, and revenue integrity.
• Partner with M&A and board on strategic financial insights.

Skills

Business partnering

FP&A

P&L management

Data analytics

Excel

BI tools

Education

Bachelor's degree in Finance

MBA or CFA a plus

Tools

Softek

Orion

Dynamics 365

Power BI

Salesforce

Job description

NewEdge Advisors in New Orleans seeks a Senior Finance Director to own financial narrative, planning, and analysis while hands-on with month-end, reconciliations, and data controls. You will lead a small team and partner with NECG finance to deliver reliable reporting and decisive insights.

The role demands 10+ years in wealth management finance, deep BD/RIA economics, and a builder mindset for scalable processes. In-person leadership in New Orleans is required.