Director of Financial Planning & Analysis
Director of Financial Planning & Analysis
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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 forward-thinking 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.
We are seeking a strategic and detail-oriented Director of Financial Planning & Analysis to build our financial planning and analysis function. This role will play a critical part in driving our financial performance through insightful forecasting strategic planning and business case support. You will partner closely with executive leadership including the CEO and work cross-functionally to build a disciplined financial cadence and support decision-making across the organization.
Primary Responsibilities:
Financial Planning & Analysis
- Lead the development of short and long-term financial forecasts scenario modeling and strategic financial plans
- Own the annual budget process partnering with business leaders to align strategic goals
- Deliver accurate and timely reporting identifying key trends and drivers
Financial Cadence & Strategic Reviews
- Establish and manage companys KPI reviews including weekly and monthly with key stakeholders
- Prepare executive-level presentations for CEO updates board materials and strategic initiative reviews
- Analyze business performance against goals and initiatives providing recommendations to drive improvement
Business Case Development & Decision Support
- Support the development modeling and business case evaluation for initiatives and investments
- Define success metrics and partner with business owners to track ROI and performance
Advisor Compensation & Partnership
- Track and analyze advisor compensation plans ensuring accurate payments and alignment with business performance
- Partner with advisors to help them understand compensation components financial outcomes and incentive structures
Basic Qualifications:
- Bachelors degree in Finance Accounting Economics or a related field MBA or CPA is a plus
- 8 years of progressive experience in financial planning and analysis
- Exceptional Excel modeling skills and proficiency in financial systems
- Strong executive presence and communication skills with the ability to present complex financial topics clearly
- Proven ability to partner cross-functionally and drive process improvements
- Strategic mindset with hands-on execution capability
- Ability to report to the Charlotte NC office on a hybrid schedule
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
