Director of Finance, FP&A POST NUMBER: 479195
Salary: $200,000 - $230,000/annually plus Bonus & Equity
Location: Hybrid NYC (Midtown)
Position Overview
Join an elite, high-growth financial services platform as the Director of Corporate FP&A &
Strategic Finance. Reporting to the Head of FP&A, this role will lead the Corporate FP&A and Strategic Finance function, with responsibility for consolidated forecasting, financial modeling, scenario analysis, and enterprise decision support.
This individual will play a critical role in driving financial insights related to organic growth, M&A activity, profitability, and capital planning while partnering closely with executive leadership and cross-functional stakeholders. The ideal candidate combines strong technical finance expertise with strategic thinking and the ability to operate effectively in a fast-paced, high-growth environment.
Key Responsibilities
Corporate FP&A & Forecasting
- Own and manage consolidated forecasting models, financial architecture, and supporting schedules
- Lead quarterly forecasting, annual budgeting, and long-range planning processes
- Enhance forecasting methodologies, business drivers, scenario capabilities, and model scalability
- Maintain and improve analytical frameworks supporting operational and strategic EBITDA analysis
Strategic Finance
- Lead scenario modeling and financial analysis supporting enterprise growth, profitability, and capital allocation initiatives
- Support strategic initiatives including recruiting investments, acquisitions, succession opportunities, and other growth initiatives
- Develop ROI, payback, and investment evaluation frameworks
- Support leverage analysis, debt capacity planning, and capital structure evaluation
- Identify opportunities to improve financial processes, analytical capabilities, and reporting scalability
Business Partnership
- Serve as a strategic finance partner to senior business leadership
- Translate operational trends and growth opportunities into financial insights and actionable recommendations
- Partner on advisor economics, recruiting economics, and growth performance analytics
Cross-Functional Leadership & Analytical Architecture
- Collaborate across FP&A functions to improve alignment, connectivity, and operational effectiveness
- Standardize financial assumptions, methodologies, and reporting frameworks
- Help build a scalable FP&A operating model with clear ownership and streamlined processes
- Drive continuous improvement initiatives across finance operations and reporting
Qualifications
- 10 years of experience in FP&A, strategic finance, corporate finance, transaction support, or related fields
- Bachelor’s degree in Finance, Accounting, Economics, Business, or related discipline required
- MBA or other advanced degree preferred
- Demonstrated experience building and managing complex financial models
- Strong executive communication and business partnership capabilities
- Ability to balance strategic thinking with hands-on execution and detailed analysis
- Experience supporting high-growth, multi-entity, or private equity-backed organizations preferred
- Comfortable operating in entrepreneurial and fast-paced environments
- Industry experience in wealth management, asset management, financial services, or related sectors strongly preferred
- 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.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
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.