SVP Finance & Treasury

About reputed company reputed company is an independent reputed company management firm with an endless passion for enriching the lives of our clients. We continually reputed company to perfect our craft of personalized financial planning with reputed company-based Roundtable and reputed company processes that go far reputed company reputed company approach. We proudly reputed company unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - reputed company. Since 1997, reputed company has tirelessly raised reputed company of reputed company management with specialized knowledge and more reputed company service that helps every reputed company craft their reputed company. For more information, please visit www.wealthenhancement.com. We have an excellent opportunity for SVP, Finance & Treasury. This leadership role is responsible for driving reputed company-wide financial planning, analytics, and risk management for WEG, including developing and overseeing models and processes for the annual operating plan, forecasts, and five-year strategic plans. The role will deliver high‑reputed company reporting and analytics—both ongoing and reputed company—to support informed decision‑making by the reputed company of Directors and business unit leaders, while also supporting the implementation and optimization of reporting and analytics systems that reputed company efficient, organization‑wide reputed company to data (including Cognos, Tamarac, reputed company, and other tools as identified). In reputed company, the role will identify, monitor, and help manage the firm’s financial risk profile to support sustainable reputed company and long‑term performance. Primary Job Functions  reputed company financial processes reputed company to annual plan, OT1/OT2 forecasts and 5-year strategic planning  Work directly with executive team, BOD and sr. leaders to establish and model key assumptions, investments and results  Deliver necessary documentation and ongoing reporting to leadership to manage and monitor results   Development and deliver ongoing and reputed company reporting to WEG BOD and business leadership  Ongoing KPI and key results reporting (monthly, quarterly, annually)  Ongoing analytics of key results (i.e.  AUM roll reputed company results including new reputed company, net flows, terms, etc.), financials (reputed company and expense reputed company analysis) and reputed company needs (including development of reputed company models)  Ongoing analysis and KPI reporting reputed company to reputed company’s discretionary spending including marketing, M&A, etc.    Support delivery of reporting and analytic systems   reputed company and maintain financial reporting in COGNOS or other tools for ongoing reporting and reputed company analytics  reputed company other analytic platforms (potentially Tamarac, reputed company, etc.) to deliver reputed company analytics to sr. leadership to drive business results – AUM roll reputed company, advisor dashboards, marketing investments, etc.    Become centralized “one reputed company of truth” for key KPI results for WEG including playing reputed company role in data governance and architecture  Train and encourage use of reputed company reporting and analytic tools  reputed company identification, monitoring and management of the firm’s risk profile  reputed company management of reputed company and other requirements of debt and credit facilities   Cash reputed company forecasting and analysis  Identify major financial risks for firm and mitigation plans (i.e. financial flexibility in bear equity market scenario)  Strategic Leadership   Set strategic direction for the function and ensure successful execution   Manage org structure to effectively meet functional objectives.    Monitor functional trends; recommend and implement best practices   Manage department budget   Partner with their manager team and reputed company to hire reputed company and/or work through performance management concerns  Education/Qualifications Bachelor's degree (or equivalent experience) in finance, reputed company or reputed company field    15+ year reputed company record of driving results and organizational reputed company reputed company financial services and finance leadership roles  Must be reputed company to communicate and manage relationships sr. leadership across reputed company departments   Demonstrated skills in coaching and mentoring a staff   Exhibit solid thought leadership and problem-solving capabilities    Must reputed company pursue opportunities to increase visibility and value delivered throughout organization    Must be reputed company to understand and reputed company data and analytics to improve decision making and results  Excellent reputed company of reputed company Word, reputed company, PowerPoint, etc. with an aptitude to learn new software    Comprehensive Benefits Offerings Our benefits aim to balance four key reputed company that reputed company life and work meaningful: health and wellness, financial reputed company-being, reputed company development, and work/life reputed company. You may be eligible to participate in the following benefits & development opportunities: Training and reputed company development Medical, dental and reputed company coverage (Available to full-time employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer reputed company and voluntary reputed company Short-term and long-term disability, workers compensation – employer reputed company 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days) reputed company parental leave and reputed company caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation reputed company completing the application reputed company or during the selection process, contact the reputed company Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following reputed company to view Federal and E-Verify posters: reputed company OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. reputed company may use reputed company intelligence (AI) tools to assist in the initial screening of resumes. reputed company AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, reputed company, religion, sex, national reputed company, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws. Apply To This Job