Wealth Management Finance Lead / CFO, Manager

Responsible for providing executive level advice and financial analysis for a Wealth Management Region/Global Family Office/Practice. Responsible for developing the strategic plan and manages the business unit's profitability and expenses. Provides financial/accounting support by managing and monitoring revenue and capital expense budgets. Conducts the performance management process, identifies training and development needs, and establishes performance standards for the business unit.

• Manages a Wealth Management Region/Global Family Office/Practice. Conducts the performance management process, identifies training and develop needs, and establishes performance standards for the business unit
• Analyzes revenues and expenditures, researches variances, compiles financial data, and provides financial report for the business unit
• Makes presentations of financial findings and recommendations to business unit senior management
• Makes staffing decisions, manages expenses and salary review process for the division
• Participates in developing division strategic plan and sets goals and priorities based on the direction set for the unit; follows through to ensure that objectives are met
• Provides leadership and guidance to staff, fostering an environment that encourages employee participation, teamwork, and communication
• Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise
• Focus of role is on expert advice, leadership presence and execution of strategic direction of business function activities
• Carries out complex initiatives involving multiple disciplines and/or ambiguous issues
• Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity

Qualifications:

• A College or University degree and/or relevant proven work experience in accounting and financial analysis with managerial experience is required.
• Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff Excellent oral and written communication skills are required.
• In-dept accounting and financial analysis are required Highly flexible and adaptable to change

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