Senior Finance Director

New Edge Advisors (NEA) is a division of New Edge Capital Group (NECG), a national wealth management platform with ~$100 billion in client assets. NEA supports advisors across two models: independent advisor groups operating on a 1099 basis, and W-2 firm-owned advisor teams. The platform provides the technology, transition support, compliance infrastructure, and practice economics that let advisors serve clients and grow.

NEA is headquartered in New Orleans and is one of the fastest-growing platforms in wealth management.

NEA is hiring a senior finance director. This is not a corporate accounting seat — consolidated accounting, audit, tax, and treasury sit at the parent company. Nor is it a purely strategic seat: this is a player-coach role for a finance leader who owns NEA’s financial narrative, planning, and analysis, and is equally hands‑on in the machinery underneath it — month-close, reconciliations, billing accuracy, and the data controls the business depends on — supported by a small finance team of two.

The right candidate wants to be neck‑deep in the business: advisor economics across both affiliation models, recruiting and acquisition economics, custodian and clearing economics, revenue integrity, unit-level profitability — and takes personal ownership of the numbers being accurate, insightful and timely.

• Own NEA’s annual budget, quarterly reforecasts, and long-range plan, including revenue build by advisor group and channel (1099 and W-2), payout and compensation economics, and expense architecture
• Lead monthly operating reviews with the CEO and leadership team; translate results into decisions, not just reporting
• Manage NEA’s P&L in close partnership with the parent-company finance team, including intercompany and overhead allocation dynamics
• Partner with the maturing data function to capture and analyze KPIs
• Lead a lean divisional finance team of two, responsible for administrative and production support across monthly close, reconciliation, reporting, and data requests
• Set the team’s priorities, quality standards, and development; build processes that scale with the division rather than headcount

• Own BU-level financial controls in coordination with parent-company accounting
• Monitor and oversee the month-end close process to ensure accurate divisional revenue and expense data flows to NEA leadership and NECG finance for consolidated financials
• Reconcile transactions, fees, and payouts by collecting and comparing data across multiple sources — custodial platforms, the firm’s portfolio accounting and reporting systems, and compensation systems.
• Work with the firm’s systems and reporting infrastructure to generate insightful financial information — including ensuring Softek outputs what NECG finance needs for consolidated reporting, planning, and analysis
• Maintain a structured partnership with the Operations-managed billing team — finance holds a dotted-line view into billing processes, exception trends, and system changes affecting revenue, while day-to-day billing execution remains with Operations
• Ensure client billing matches financial expectations, and be able to answer questions on when and why it diverges: audit client fee billing & rebate accuracy, reconciliation of billed-to-collected-to-booked revenue, fee schedule and payout validation & testing, and identification of revenue leakage or billing exceptions
• Maintain accurate RIA and custodial reporting and documentation to support audit and regulatory requests

• Own data request management and controls for the division: a disciplined intake, prioritization, and validation process for financial and business data…