Strategic FP&A Director, Wealth Management

JCW Group; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

JCW Group, a growing mid-sized RIA based in Midtown Manhattan, seeks a Director of Financial Planning & Analysis (FP&A) to lead budgeting, forecasting, modeling, and performance analysis. The role reports to the President and provides strategic financial insights to executive leadership.

The candidate should have 8–12+ years in FP&A or related finance, with experience in a mid-sized wealth management business. Advanced Excel and private-company financials knowledge are essential.

Qualifications

• 8–12+ years of FP&A, corporate finance, or financial modeling.
• FP&A experience within a mid-sized RIA, wealth management firm, or related investment management business.
• Advanced Excel and financial modeling skills, including budgeting, forecasting, and scenario analysis.
• Experience presenting financial analysis and recommendations directly to senior executives.
• Bachelor's degree in Finance, Accounting, Economics; MBA, CFA, or CPA preferred.

Responsibilities

• Lead annual budgeting, financial forecasting, and financial performance analysis.
• Build and maintain financial models covering revenue, expenses, profitability, cash flow, and business growth.
• Develop compensation models and analyze private-company financials, ownership structures, and capitalization tables.
• Prepare management reporting, variance analysis, and financial presentations for senior leadership.
• Partner with business leaders on strategic planning, resource allocation, and operational decision-making.

Skills

Financial analysis

Strategic planning

Forecasting

Budgeting

Financial modeling

Executive presentations

Education

Bachelor's degree in Finance/Accounting/Economics

MBA, CFA, or CPA preferred

Tools

Excel

Job description

JCW Group, a growing mid-sized RIA based in Midtown Manhattan, seeks a Director of Financial Planning & Analysis (FP&A) to lead budgeting, forecasting, modeling, and performance analysis. The role reports to the President and provides strategic financial insights to executive leadership.

The candidate should have 8–12+ years in FP&A or related finance, with experience in a mid-sized wealth management business. Advanced Excel and private-company financials knowledge are essential.