Strategic FP&A Manager - Ownership & Mentorship Path

Wealth Management Corp; Orem (UT); On-site; USD 100,000 - 152,000; Full time

Benefits offered by this job

Ownership opportunity

Mentorship program

Benefits and flexibility

Job summary

Wealth Management Corp in Orem, UT seeks a Financial Planning Manager with CFA certification and 7+ years of experience. The role places you alongside decision-makers, offering ownership potential and a strong team culture.

You will manage accounting activities and advanced financial analyses to drive business decisions. You will own the DCF analysis handoff, reconcile ledgers, and ensure timely reporting across departments.

Qualifications

• 7+ years CFA certification required.
• Proven financial analysis and reporting skills.
• Experience with DCF analysis and transfer pricing concepts.
• Experience presenting to senior stakeholders preferred.

Responsibilities

• Settle expense reports quickly to meet deadlines.
• Reconcile bank and balance-sheet accounts to the cent.
• Maintain fixed-asset register as assets move in Orem, UT.
• Own sign-off on journal entries above threshold.
• Analyze financial data and surface trends and risks.
• Lead DCF Analysis-to-Accountability handoff to ensure timely reporting.
• Reconcile inventory ledger with physical counts.

Education

CFA Certification

Job description

Wealth Management Corp in Orem, UT seeks a Financial Planning Manager with CFA certification and 7+ years of experience. The role places you alongside decision-makers, offering ownership potential and a strong team culture.

You will manage accounting activities and advanced financial analyses to drive business decisions. You will own the DCF analysis handoff, reconcile ledgers, and ensure timely reporting across departments.