Senior Director, Corporate FP&A Strategic Finance
Company Overview
Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.
Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering wide-ranging client service with an unwavering commitment to excellence.
Position Overview
Reporting to the Head of FP&A, this role will serve as a senior leader within the FP&A organization, with primary responsibility for the Corporate FP&A / Strategic Finance pillar. The role is responsible for consolidated forecasting and internal model support, scenario modeling, and financial analysis tied to organic growth, inorganic growth, profitability, and capital planning. This position will partner closely with FP&A leadership and key business stakeholders to translate financial analysis into actionable decision support.
Duties and Responsibilities
Corporate FP&A and Forecasting
• 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
Strategic Finance
• 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
Wealth Management Partnership
• 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
Analytical Architecture and Cross-Functional Leadership
• 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, Experience & Qualifications:
• 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
• MBA or other relevant advanced degree preferred
• 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
• Wealth management, asset management, financial services, or related industry experience strongly preferred
• Experience supporting M&A, recruiting economics, capital planning, or leverage analysis preferred
Reports To:
Executive Director, Head of FP&A
Direct Reports
TBD
Apply tot his job
Apply To this Job
Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.
Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering wide-ranging client service with an unwavering commitment to excellence.
Position Overview
Reporting to the Head of FP&A, this role will serve as a senior leader within the FP&A organization, with primary responsibility for the Corporate FP&A / Strategic Finance pillar. The role is responsible for consolidated forecasting and internal model support, scenario modeling, and financial analysis tied to organic growth, inorganic growth, profitability, and capital planning. This position will partner closely with FP&A leadership and key business stakeholders to translate financial analysis into actionable decision support.
Duties and Responsibilities
Corporate FP&A and Forecasting
• 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
Strategic Finance
• 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
Wealth Management Partnership
• 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
Analytical Architecture and Cross-Functional Leadership
• 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, Experience & Qualifications:
• 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
• MBA or other relevant advanced degree preferred
• 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
• Wealth management, asset management, financial services, or related industry experience strongly preferred
• Experience supporting M&A, recruiting economics, capital planning, or leverage analysis preferred
Reports To:
Executive Director, Head of FP&A
Direct Reports
TBD
Apply tot his job
Apply To this Job