Senior Finance & Strategy Leader - Growth & M&A Focus

MONECO Advisors LLC; Fairfield (CT); On-site; USD 120,000 - 160,000; Full time

Job summary

MONECO Advisors LLC, located in Fairfield, Connecticut, is seeking a Director of Finance to shape and lead financial strategy within a growing independent wealth management firm. This senior role involves overseeing accounting and reporting functions, while driving budgeting and forecasting efforts.

The ideal candidate will have extensive finance experience, strong strategic thinking capabilities, and exceptional communication skills. Join a firm that has achieved significant growth and offers an opportunity to make impactful contributions from day one.

Qualifications

• 8–12 years of progressive finance or accounting experience.
• Experience in financial services, wealth management preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Drive financial strategy while overseeing accounting functions.
• Partner with leadership on budgeting and forecasting.
• Lead firm’s bookkeeping and accounting oversight.

Skills

Strategic financial planning

Leadership

Financial analysis

Communication

Interpersonal skills

Job description

MONECO Advisors LLC, located in Fairfield, Connecticut, is seeking a Director of Finance to shape and lead financial strategy within a growing independent wealth management firm. This senior role involves overseeing accounting and reporting functions, while driving budgeting and forecasting efforts.

The ideal candidate will have extensive finance experience, strong strategic thinking capabilities, and exceptional communication skills. Join a firm that has achieved significant growth and offers an opportunity to make impactful contributions from day one.