💼 About This Role

You'll serve as Strategic Financial Business Partner for key areas like the Wealth Segment, collaborating with leadership to drive strategic planning and execution. Your expertise will guide financial management and shape future offerings in a dynamic partnership.

🎯 What You'll Do

• Provide financial and strategic support for product development and M&A
• Lead cross-functional team meetings to facilitate communication
• Build and mentor staff to support corporate goals
• Design programs to promote financial literacy

📋 Requirements

• Bachelor's degree in Accounting or Finance
• 12+ years of financial management in financial services
• 4-5 years leading teams and providing strategic direction
• CPA, CMA, or similar designation

✨ Nice to Have

• Master's degree in Accounting or Finance
• Experience in influencing business decisions

🎁 Benefits & Perks

• 🏖️ Flexible workplace promoting work-life balance
• 🏥 Medical, dental, and 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 Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min

🚩 Heads Up

• Role title mismatch: 'Sr Finance Director' but requirement '4-5 years leading teams' is more typical for a manager level
• Requirements mention both 12+ years total and 4-5 years leading teams, which is inconsistent with senior director level