Note: The job is a remote job and is open to candidates in USA. Steward Partners Global Advisory is a leading independent private financial services firm that provides comprehensive financial solutions to clients. The Director of Corporate FP&A Strategic Finance will be a senior leader responsible for consolidated forecasting, scenario modeling, and financial analysis, partnering closely with FP&A leadership and business stakeholders to support decision-making.

Responsibilities

• 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
• 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
• 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
• 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

• 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
• 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
• MBA or other relevant advanced degree preferred
• Wealth management, asset management, financial services, or related industry experience strongly preferred
• Experience supporting M&A, recruiting economics, capital planning, or leverage analysis preferred

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