The role provides strategic leadership across financial planning activities including budgeting, forecasting, reporting, and insights generation
Job Summary
The role provides strategic leadership across financial planning activities including budgeting, forecasting, reporting, and insights generation.
Candidates will partner with senior leaders to enhance processes, drive automation, and build organizational capability aligned to enterprise priorities.
The position offers a competitive salary range of $130,560.00 - $208,896.00 along with comprehensive benefits including medical, dental, vision, and 401k match.
Matching Summary
The role provides strategic leadership across financial planning activities including budgeting, forecasting, reporting, and insights generation.
Salary
Base: $130,560.00 - $208,896.00; Bonus: Annual Incentive Bonus based on corporate goal achievement and individual performance; Benefits: Medical, dental, vision, 401(k) match, PTO, parental leave
Skills & Requirements
Must-have
8+ years of experience in related field
Lead team of three Principal Financial Advisors
Bachelor's degree or advanced degree required
Nice-to-have
Healthcare experience Commercial & Government
Ability to adapt in dynamic fast-paced environment