Note: The job is a remote job and is open to candidates in USA. Carson Group is committed to providing trustworthy financial advice and services. The Senior Vice President of Financial Planning & Analysis will drive the company's financial strategy and lead the FP&A team to support organizational growth and decision-making.
Responsibilities
- Lead enterprise-wide financial planning, budgeting, forecasting, and long-range planning processes
- Provide actionable insights on financial performance, key drivers, and emerging risks/opportunities
- Serve as a strategic advisor to the CFO, CEO, and executive team on financial and operational decisions
- Translate business strategy into financial plans and measurable outcomes
- Partner with business leaders to evaluate performance, optimize profitability, and inform growth strategies
- Develop tailored financial frameworks and KPIs for each channel, reflecting distinct business models and economics
- Lead long-term financial modeling, including scenario planning tied to M&A, advisor acquisition, and market expansion
- Support enterprise capital allocation decisions, including investments in technology (including AI), talent, and new capabilities
- Partner with the M&A team, support that team’s work, and closely manage the capital needs of the M&A strategy
- Establish, maintain and enhance enterprise performance management frameworks, including dashboards, KPIs, and executive reporting
- Deliver clear, concise, and insightful reporting to senior leadership and the Board
- Standardize reporting while enabling flexibility for channel-specific insights
- Build, lead, and develop a scalable FP&A organization
- Elevate the team’s capabilities in financial modeling, analytics, and strategic partnership
- Develop future leaders by ensuring team members are always growing and learning
- Enhance FP&A processes, tools, and systems to improve efficiency, accuracy, and scalability
- Drive the reporting and financial compliance calendar ensuring reports and insights are delivered on a consistent schedule
- Partner with Technology and Data teams to advance financial data infrastructure and analytics capabilities
- Embrace a forward leaning AI strategy, using it to drive efficiency and quality of the work the FP&A team produces
- Drive automation and reduce manual processes across planning and reporting cycles
Skills
- 12–15+ years of progressive experience in FP&A, corporate finance, or related fields
- Proven leadership experience managing senior leaders
- Experience supporting multiple business lines or segments
- Demonstrated success in high-growth environments, including M&A or integration experience
- Exceptional financial modeling, analytical, and strategic thinking skills
- Strong executive presence with the ability to influence senior stakeholders and Board-level audiences
- Interest in learning and developing into a CFO role required
- Operating experience in a private-equity backed company is beneficial
- Strong background in financial services, wealth management, or a similarly complex, multi-entity environment preferred
Benefits
- Annual incentive bonus
- 401(k) with company contribution
- PTO
- Parental Leave
- Medical
- Dental
- Vision
- Health Savings Accounts
- Flexible Spending Accounts
- Life and AD&D Insurance
- Short and Long-Term Disability
- Work/Life Benefits and Holistic Wellbeing Programs
- Base salary
- Bonus potential
- 401(k) plus matching
- Health benefits
- Great working environment
- Tobacco-free workplace
Company Overview