Note: The job is a remote job and is open to candidates in USA. Steward Partners Global Advisory is a leading independent private financial services firm that provides comprehensive financial solutions to clients. The Director of Corporate FP&A Strategic Finance will be a senior leader responsible for consolidated forecasting, scenario modeling, and financial analysis, partnering closely with FP&A leadership and business stakeholders to support decision-making.
Responsibilities
- Own the consolidated forecast model, internal model architecture, and key supporting schedules
- Lead quarterly forecast, budget, and long-range planning model development
- Enhance forecasting rigor, driver logic, scenario capabilities, and model scalability
- Maintain and improve core analytical frameworks supporting run-rate, adjusted, and strategic EBITDA views
- Lead scenario modeling and decision support for enterprise growth, margin, and capital planning
- Support financial analysis related to recruiting, M&A, succession opportunities, and other strategic initiatives
- Develop and refine ROI, payback, and investment evaluation frameworks
- Support leverage, debt capacity, capital structure, and related strategic finance analyses
- Identify opportunities to improve analytical frameworks, streamline processes, and increase the scalability of Corporate FP&A outputs
- Serve as primary FP&A strategic finance partner to Wealth Management leadership
- Translate business trends and growth opportunities into financial implications and decision support
- Partner on advisor economics, recruiting economics, and growth performance frameworks
- Partner across other FP&A verticals to strengthen connectivity, handoffs, and alignment across the FP&A operating model
- Standardize key financial frameworks, assumptions, and analytical methodologies
- Help institutionalize a more scalable FP&A operating model with clearer ownership and reduced key-person dependency
Skills
- 10+ years in FP&A, strategic finance, corporate finance, transaction support, or similar roles
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required
- Strong experience building and owning complex financial models
- Strong executive-level communication and business partnership skills
- Ability to operate comfortably at both strategic and detailed levels
- Willingness to roll up sleeves and operate 'in the weeds'
- Experience supporting growth-oriented, multi-entity, or private equity-backed businesses
- Comfortable operating in a fast-paced, high-growth, entrepreneurial environment
- MBA or other relevant advanced degree preferred
- Wealth management, asset management, financial services, or related industry experience strongly preferred
- Experience supporting M&A, recruiting economics, capital planning, or leverage analysis preferred
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