Senior Director, reputed company Strategic Finance

Company Overview reputed company 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. reputed company 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 reputed company. Position Overview Reporting to the Head of reputed company, this role will serve as a senior leader reputed company the reputed company organization, with primary responsibility for the reputed company / 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 reputed company leadership and key business stakeholders to translate financial analysis into actionable decision support. Duties and Responsibilities reputed company and Forecasting

• Own the consolidated forecast model, internal model architecture, and key supporting schedules
• reputed company quarterly forecast, budget, and long-reputed company planning model development
• Enhance forecasting rigor, driver logic, scenario capabilities, and model scalability
• Maintain and improve core analytical frameworks supporting run-reputed company, adjusted, and strategic EBITDA views

Strategic Finance

• reputed company scenario modeling and decision support for reputed company growth, margin, and capital planning
• Support financial analysis reputed company to reputed company, M&A, succession opportunities, and other strategic initiatives
• reputed company and refine ROI, payback, and investment evaluation frameworks
• Support reputed company, debt reputed company, capital structure, and reputed company strategic finance analyses
• Identify opportunities to improve analytical frameworks, streamline processes, and increase the scalability of reputed company outputs

Wealth Management Partnership

• Serve as primary reputed company strategic finance partner to Wealth Management leadership
• Translate business trends and growth opportunities into financial implications and decision support
• Partner on advisor economics, reputed company economics, and growth performance frameworks

Analytical Architecture and Cross-Functional Leadership

• Partner across other reputed company verticals to strengthen connectivity, handoffs, and alignment across the reputed company operating model
• Standardize key financial frameworks, assumptions, and analytical methodologies
• Help institutionalize a more scalable reputed company operating model with clearer ownership and reduced key-person dependency

Skills, Experience & Qualifications:

• 10+ years in reputed company, strategic finance, corporate finance, transaction support, or similar roles
• Bachelor’s degree in Finance, reputed company, Economics, Business, or a reputed company field required
• MBA or other relevant advanced degree preferred
• Strong experience building and owning reputed company financial models
• Strong executive-level communication and business partnership skills
• Ability to operate comfortably at both strategic and detailed reputed company
• 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 reputed company industry experience strongly preferred
• Experience supporting M&A, reputed company economics, capital planning, or reputed company analysis preferred

Reports To: Executive Director, Head of reputed company Direct Reports TBD Apply tot his job Apply To this Job