Director of FPA
Director of FPA
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Job Description
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs CPAs and individuals with a forwardthinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40 locations across the country we are here to serve our clients beyond what is expected.
Choreo operates at an attractive intersection of the wealth and tax management ecosystems and serves over $24B of assets under management or advisement (as of March 30.
The Director of FP&A position is a newly established role that will provide the individual with direct exposure to Choreos senior management and the Board of Directors including Parthenon Capital a leading midmarket private equity firm. The position will report to Choreos Chief Financial Officer. Specific responsibilities will include:
Primary Responsibilities:
- Performance Monitoring & Analysis: monitoring and analyzing trends in KPIs identifying causes of variances etc.
- Financial Analysis: monitoring and analyzing trends in company financials; develop and review financial statements utilizing Business Central / Solver reporting suite
- Budgeting & Forecasting: lead (and continually improving) budgeting and financial projections
- Communication & Reporting: responsible for monthly and quarterly financial and operating packages as well as materials for the Board of Directors
- Integration Support: supporting acquisition integration from a data and KPI perspective including data normalization and ingestion actual vs. underwritten performance synergy and earnout tracking etc.
- Data Automation: collaborate with Choreos IT and data science resources as a business partner to further enhance and automate Choreos dashboarding capabilities (e.g. management dashboards advisor dashboards)
- Adhoc Analysis & Support: supporting the senior management team and department heads with as required datadriven analysis
Basic Qualifications:
- 10 years of relevant work experience in FP&A or data / analytics related field; financial services sector experience particularly wealth management a plus
- Undergraduate degree in Business Finance or other technical degree; MBA CFA or professional accounting designation is recommended
- Knowledge of Business Intelligence reporting tools (e.g. PowerBI) and experience with Business Central/Solver ERP a plus
- Advanced skills in Excel including complex financial modeling as well as advanced proficiency in PowerPoint
- Ability to report to the Charlotte NC office fulltime
Desired Skillset:
- Very strong analytical skills strategic thinking and decisionmaking ability
- Strong finance background and acumen including analyzing and forecasting financial statements
- Highly organized with strong attention to detail; ability to work in a conscientious consistent and thorough manner
- Ability to effectively operate with high energy and flexibility in a fastpaced constantly evolving team environment
- Effectively prioritizing and managing multiple projects and deadlines
- Develops and fosters relationships with key partners to collaborate on opportunities and engage in strategic planning
- Selfmotivated with high level of interpersonal skills
- Highly collaborative consultative results oriented an innovative solutions seeker
- Commitment to data integrity and continuous improvement of data quality and QC processes
- Focused on and results with a roll up your sleeves and get the job done mindset
Employee Benefits
At Choreo we provide a holistic total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health happiness and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical dental and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical leadership sales training opportunities
- Unlimited discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering cultivating and preserving a culture of diversity equity and inclusion.
Required Experience:
Director
Employment Type
Full Time
