💼 About This Role

You'll serve as the Strategic Financial Business Partner for key areas like the Wealth Segment, collaborating with leadership to drive strategic planning and execution. Your expertise will ensure financial rigor across operations and shape competitive offerings.

🎯 What You'll Do

• Participate in strategic and tactical planning as leadership team member
• Provide financial support for product development and M&A
• Lead cross-functional meetings to manage expectations
• Build and mentor staff to support corporate goals

📋 Requirements

• Bachelor's degree in Accounting or Finance
• CPA or CMA certification
• 12+ years experience in financial management in financial services
• 4-5 years experience leading teams and strategic direction

✨ Nice to Have

• Master's degree
• Experience in business decision influence and executive consultation

🎁 Benefits & Perks

• 🏖️ Flexible workplace promoting work-life balance
• 🏥 Medical, dental, vision insurance
• 👶 Parental leave and paid time off
• 💰 401(k) plan and tuition reimbursement
• 🎁 Annual incentive bonus plan

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 1 hour
3. 3Technical/Strategy Interview· 1 hour