Director Financial Planning and Analysis

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $28 billion in AUM as of September 30th, 2024, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional career. The following information aims to provide potential candidates with a better understanding of the requirements for this role. Our office in Torrance, CA is hiring for a Director of Financial Planning and Analysis. In this role you will be in a key leadership position within the finance team. The ideal candidate will bring 5+ years of management level experience in financial planning, budgeting, forecasting, and strategic analysis to support executive decision-making. You will lead a team of financial analysts to provide insightful and data-driven financial analysis, enabling the business to achieve its financial goals and objectives. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. Salary Range: $160,000 - $185,000 plus annual bonus Duties and Responsibilities: Lead and mentor a team of financial analysts, ensuring high-quality deliverables and fostering a collaborative and growth-oriented work environment. Oversee the preparation of quarterly, and annual budgets, forecasts, and financial reports. Analyze financial performance and variance to identify key trends, risks, and opportunities. Provide financial leadership and strategic support to business development initiatives, including financial modeling, due diligence, and evaluation of potential growth opportunities to drive informed decision-making and business expansion Develop and present comprehensive financial models, metrics, and insights to senior leadership, enabling data-driven decision-making. Provide actionable recommendations based on financial performance. Ensure accurate and timely reporting of financial results, providing variance analysis and financial insights to drive performance improvements. Partner with department heads, business units, and senior leadership to support financial planning, budgeting, and performance evaluation. Identify opportunities for process improvements within the FP&A function and collaborate on implementing best practices to increase efficiency and effectiveness. Support senior leadership with special financial analyses, strategic initiatives, and other ad-hoc reporting needs. Bachelors degree in Finance, Accounting, Economics, or a related field; MBA or professional certification (CFA, CPA, etc.) preferred. A minimum of 7-10 years of experience in financial planning and analysis, with a strong background in budgeting, forecasting, and financial modeling. Minimum of 5 years experience leading a team of financial analysts and collaborating with senior leadership. Advanced proficiency in financial modeling, data analysis, and reporting tools (e.g., Excel, MS Business Solutions, Solver, Power BI and other financial software). Experience with M&A, strategic planning, and corporate finance in a fast-paced, growth oriented environment. Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights. Excellent communication and presentation skills, with the ability to convey financial information to both financial and non-financial stakeholders. Proven track record of mentoring and developing a team. High level of attention to detail and accuracy, with the ability to prioritize and meet deadlines in a fast-paced environment. Strong business acumen and the ability to work cross-functionally with other teams to drive business objectives. Experience in Wealth Management industry is a plus. What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. 11 Paid Holidays 3 Weeks (PTO) Paid Volunteer Time Flexible Work Schedule Highly subsidized Health, Dental, and Vision Plans 401k Retirement Account with company match contributions Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance Flexible Spending Accounts and Health Savings Accounts Employee Financial Education Employee Educational Expense Reimbursement Employee Charitable Donations Employee Referral Incentives Employee Team Building Activities Employee Assistance Program Complimentary Food and Snacks #LI-Hybrid #INDSJ #LI-PN1 EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.