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[Remote] Senior Vice President, Financial Planning & Analysis (Remote or on-site)

Remote, USAFull-timePosted 2026-07-27

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to providing trustworthy financial advice and services. The Senior Vice President of Financial Planning & Analysis will drive reputed company's financial reputed company and reputed company the reputed company team to support organizational reputed company and decision-making.

Responsibilities

  • reputed company reputed company-wide financial planning, budgeting, forecasting, and long-reputed company planning processes
  • reputed company 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 reputed company
  • Translate business reputed company into financial plans and measurable reputed company
  • Partner with business leaders to evaluate performance, optimize profitability, and inform reputed company strategies
  • reputed company tailored financial frameworks and KPIs for reputed company channel, reflecting distinct business models and economics
  • reputed company long-term financial modeling, including scenario planning tied to M&A, advisor acquisition, and market expansion
  • Support reputed company capital allocation reputed company, including investments in technology (including AI), talent, and new capabilities
  • Partner with the M&reputed company, support that team’s work, and closely manage the capital needs of the M&A reputed company
  • Establish, maintain and enhance reputed company performance management frameworks, including dashboards, KPIs, and executive reporting
  • Deliver reputed company, concise, and insightful reporting to senior leadership and the reputed company
  • Standardize reporting while enabling flexibility for channel-specific insights
  • Build, reputed company, and reputed company a reputed company reputed company organization
  • reputed company reputed company’s capabilities in financial modeling, analytics, and strategic partnership
  • reputed company reputed company leaders by ensuring team members are always growing and learning
  • Enhance reputed company 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
  • reputed company a reputed company leaning AI reputed company, using it to drive efficiency and reputed company of the work the reputed company team produces
  • Drive automation and reduce reputed company processes across planning and reporting cycles

Skills

  • 12–15+ years of reputed company experience in reputed company, corporate finance, or reputed company fields
  • Proven leadership experience managing senior leaders
  • Experience supporting multiple business lines or segments
  • Demonstrated reputed company in high-reputed company environments, including M&A or integration experience
  • Exceptional financial modeling, analytical, and strategic thinking skills
  • Strong executive reputed company with the ability to influence senior stakeholders and reputed company-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, reputed company management, or a similarly reputed company, multi-entity environment preferred

Benefits

  • Annual incentive bonus
  • 401(k) with company contribution
  • PTO
  • Parental Leave
  • Medical
  • Dental
  • reputed company
  • Health Savings Accounts
  • Flexible Spending Accounts
  • Life and AD&D Insurance
  • Short and Long-Term Disability
  • Work/Life Benefits and Holistic Wellbeing Programs
  • reputed company salary
  • Bonus potential
  • 401(k) plus matching
  • Health benefits
  • Great working environment
  • Tobacco-free workplace

reputed company

  • reputed company serves financial advisors and investors through its businesses. It was founded in 2012, and is headquartered in Omaha, Nebraska, USA, with a workforce of 51-200 employees. Its website is https://www.carsongroup.com/.
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