Director of Finance POST NUMBER: 479020
Role: Director, Corporate FP&A/Strategic Finance
Salary: $200,000 - $230,000/annually Bonus & Equity
Location: Manhattan, NY - (Midtown) - *Hybrid 2-3 days a week in office*
Duties and Responsibilities
Corporate FP&A and Forecasting
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Own the consolidated forecast model, internal model architecture, and key supporting schedules.
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Lead quarterly forecast, budget, and long-range planning model development.
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Enhance forecasting rigor, driver logic, scenario capabilities, and model scalability.
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Maintain and improve core analytical frameworks supporting run-rate, adjusted, and strategic EBITDA views.
Strategic Finance
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Lead scenario modeling and decision support for enterprise growth, margin, and capital planning.
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Support financial analysis related to recruiting, M&A, succession opportunities, and other strategic initiatives.
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Develop and refine ROI, payback, and investment evaluation frameworks.
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Support leverage, debt capacity, capital structure, and related strategic finance analyses.
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Identify opportunities to improve analytical frameworks, streamline processes, and increase the scalability of Corporate FP&A outputs.
Wealth Management Partnership
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Serve as primary FP&A strategic finance partner to Wealth Management leadership.
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Translate business trends and growth opportunities into financial implications and decision support.
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Partner on advisor economics, recruiting economics, and growth performance frameworks.
Analytical Architecture and Cross-Functional Leadership
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Partner across other FP&A verticals to strengthen connectivity, handoffs, and alignment across the FP&A operating model.
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Standardize key financial frameworks, assumptions, and analytical methodologies.
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Help institutionalize a more scalable FP&A operating model with clearer ownership and reduced key-person dependency.
Skills, Experience & Qualifications
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10 years in FP&A, strategic finance, corporate finance, transaction support, or similar roles.
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Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required.
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MBA or other relevant advanced degree preferred.
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Strong experience building and owning complex financial models.
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Strong executive-level communication and business partnership skills.
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Ability to operate comfortably at both strategic and detailed levels.
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Willingness to roll up sleeves and operate "in the weeds."
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Experience supporting growth-oriented, multi-entity, or private equity-backed businesses.
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Comfortable operating in a fast-paced, high-growth, entrepreneurial environment.
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Wealth management, asset management, financial services, or related industry experience strongly preferred.
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Experience supporting M&A, recruiting economics, capital planning, or leverage analysis preferred.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
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Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.