About Wealth Enhancement Group
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We have an exciting opportunity for a Director of Finance role, who will lead a team responsible for partnering with WEG leaders to strategically partner to support long term sustainable growth.
The salary target for this role is $175,000.00 - $185,000.00 depending on experience. This role also is eligible for our corporate bonus and equity.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Finance business partner support
Act as a liaison and key financial advisor to business unit leaders proving insights and recommendations that support strategic goals
Support business units and enterprise FP&A team through quarterly forecasting process and annual budgeting
Monitor and communicate financial results against budget and forecast providing variance analysis
Deliver key operating dashboards for centralized services
Capital reporting and management
Participate in annual capital planning, forecasting and ROI analysis
Monitor and report agile team spend and results
Leadership
Influence strategy for the function(s) supported and drive successful execution
Manage team to effectively meet functional objectives.
Monitor functional trends; recommend and implement best practices
Build a high performing and engaged team; focus on mentoring and career development
Education/Qualifications
Requires a 4-years degree in finance, accounting, analytics, or related field
8+ year track record of driving results in a fast-paced growth environment
Must be able to communicate with, influence, and manage relationships with senior leadership across all departments
Exhibit thought leadership and problem-solving capabilities
Must actively pursue opportunities to increase visibility and value delivered throughout organization
Must be able to deliver results in ambiguous situations
Demonstrated skills in coaching and mentoring a staff
Excellent command of Microsoft Excel, Word, PowerPoint, etc. with an aptitude to learn new software
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Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development
Medical and dental coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care spending account
Vision coverage
Wellness programs and resources
Life insurance – employer paid
Short-term and long-term disability – employer paid
Paid Time Off
10 paid holidays each year
Paid parental leave
Tuition reimbursement
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources 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 link to view Federal and E-Verify posters: Link
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.
