Senior Finance Director; LA, Orleans

Senior Finance Director (LA, New Orleans)

Article by:
New Edge Capital Group

August 27, 2026

New Edge Advisors (NEA) is a division of New Edge Capital Group (NECG), a national wealth management platform with approximately $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 — whether they run their own business or operate within a NEA-owned team.

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

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
• Work closely with maturing data function to capture and analyze KPIs for NEA
• 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…