Wealth Enhancement Group
Director of Finance (Hybrid or Remote Work Options)
Wealth Enhancement Group, Plymouth, Indiana, United States, 46563
About Wealth Enhancement Group
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit
www.wealthenhancement.com .
Job Opportunity
We have an exciting opportunity for a Director of Finance role, who will lead a team responsible for partnering with WEG leaders to strategically support long-term sustainable growth.
Salary
The salary target for this role is $175,000.00 - $185,000.00 depending on experience. This role also is eligible for our corporate bonus and equity.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so let’s have one.
Primary Job Functions
Finance business partner support
Act as a liaison and key financial advisor to business unit leaders providing insights and recommendations that support strategic goals.
Support business units and enterprise FP&A team through quarterly forecasting process and annual budgeting.
Monitor and communicate financial results against budget and forecast providing variance analysis.
Deliver key operating dashboards for centralized services.
Capital reporting and management
Participate in annual capital planning, forecasting and ROI analysis.
Monitor and report agile team spend and results.
Leadership
Influence strategy for the function(s) supported and drive successful execution.
Manage team to effectively meet functional objectives.
Monitor functional trends; recommend and implement best practices.
Build a high performing and engaged team; focus on mentoring and career development.
Education/Qualifications
Requires a 4-year degree in finance, accounting, analytics, or related field.
8+ year track record of driving results in a fast-paced growth environment.
Must be able to communicate with, influence, and manage relationships with senior leadership across all departments.
Exhibit thought leadership and problem-solving capabilities.
Must actively pursue opportunities to increase visibility and value delivered throughout the organization.
Must be able to deliver results in ambiguous situations.
Demonstrated skills in coaching and mentoring staff.
Excellent command of Microsoft Excel, Word, PowerPoint, etc. with an aptitude to learn new software.
Comprehensive Benefits OfferingsOur benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development.
Medical and dental coverage.
401k – with match and profit sharing.
Health care spending and savings accounts.
Dependent care spending account.
Vision coverage.
Wellness programs and resources.
Life insurance – employer paid.
Short-term and long-term disability – employer paid.
Paid Time Off.
10 paid holidays each year.
Paid parental leave.
Tuition reimbursement.
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700.
Equal Opportunity Employer , including disabled and veterans. This organization participates in E-Verify.
#J-18808-Ljbffr
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit
www.wealthenhancement.com .
Job Opportunity
We have an exciting opportunity for a Director of Finance role, who will lead a team responsible for partnering with WEG leaders to strategically support long-term sustainable growth.
Salary
The salary target for this role is $175,000.00 - $185,000.00 depending on experience. This role also is eligible for our corporate bonus and equity.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so let’s have one.
Primary Job Functions
Finance business partner support
Act as a liaison and key financial advisor to business unit leaders providing insights and recommendations that support strategic goals.
Support business units and enterprise FP&A team through quarterly forecasting process and annual budgeting.
Monitor and communicate financial results against budget and forecast providing variance analysis.
Deliver key operating dashboards for centralized services.
Capital reporting and management
Participate in annual capital planning, forecasting and ROI analysis.
Monitor and report agile team spend and results.
Leadership
Influence strategy for the function(s) supported and drive successful execution.
Manage team to effectively meet functional objectives.
Monitor functional trends; recommend and implement best practices.
Build a high performing and engaged team; focus on mentoring and career development.
Education/Qualifications
Requires a 4-year degree in finance, accounting, analytics, or related field.
8+ year track record of driving results in a fast-paced growth environment.
Must be able to communicate with, influence, and manage relationships with senior leadership across all departments.
Exhibit thought leadership and problem-solving capabilities.
Must actively pursue opportunities to increase visibility and value delivered throughout the organization.
Must be able to deliver results in ambiguous situations.
Demonstrated skills in coaching and mentoring staff.
Excellent command of Microsoft Excel, Word, PowerPoint, etc. with an aptitude to learn new software.
Comprehensive Benefits OfferingsOur benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development.
Medical and dental coverage.
401k – with match and profit sharing.
Health care spending and savings accounts.
Dependent care spending account.
Vision coverage.
Wellness programs and resources.
Life insurance – employer paid.
Short-term and long-term disability – employer paid.
Paid Time Off.
10 paid holidays each year.
Paid parental leave.
Tuition reimbursement.
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700.
Equal Opportunity Employer , including disabled and veterans. This organization participates in E-Verify.
#J-18808-Ljbffr