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[Remote] Director, reputed company Strategic Finance

Remote, USA Full-time Posted 2026-07-06

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

Responsibilities

  • 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
  • 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
  • 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
  • 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

  • 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
  • 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
  • MBA or other relevant advanced degree preferred
  • 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

Company Overview

  • reputed company is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors. It was founded in 2013, and is headquartered in Washington, District of Columbia, USA, with a workforce of 501-1000 employees. Its website is http://stewardpartners.com.
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