Senior Vice President, Financial Planning & Analysis; Remote or on-site

Job Details

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska:
Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

The Senior Vice President of Financial Planning & Analysis (FP&A) is a key enterprise leader responsible for driving the company’s financial strategy, leading the planning processes, monitoring financial performance, and identifying insights across all lines of business. This role leads FP&A for all Channel and Corporate functions, ensuring alignment between financial outcomes and strategic objectives.

Reporting to the CFO, the SVP of FP&A partners closely with executive leadership to deliver forward-looking insights, guide capital allocation, and support decision-making in a dynamic, growth-oriented environment. This leader will build and scale a high-performing FP&A team capable of supporting organizational growth. This position can either be remote or sit on-site at our HQ in Omaha, Nebraska.

• Lead enterprise-wide financial planning, budgeting, forecasting, and long-range planning processes.
• Provide actionable insights on financial performance, key drivers, and emerging risks/opportunities.
• Serve as a strategic advisor to the CFO, CEO, and executive team on financial and operational decisions.
• Translate business strategy into financial plans and measurable outcomes.
• Partner with business leaders to evaluate performance, optimize profitability, and inform growth strategies.
• Develop tailored financial frameworks and KPIs for each channel, reflecting distinct business models and economics.
• Lead long-term financial modeling, including scenario planning tied to M&A, advisor acquisition, and market expansion.
• Support enterprise capital allocation decisions, including investments in technology (including AI), talent, and new capabilities.
• Partner with the M&A team, support that team’s work, and closely manage the capital needs of the M&A strategy.
• Establish, maintain and enhance enterprise performance management frameworks, including dashboards, KPIs, and executive reporting.
• Deliver clear, concise, and insightful reporting to senior leadership and the Board.
• Standardize reporting while enabling flexibility for channel-specific insights.
• Build, lead, and develop a scalable FP&A organization.
• Elevate the team’s capabilities in financial modeling, analytics, and strategic partnership.
• Develop future leaders by ensuring team members are always growing and learning.
• Enhance FP&A processes, tools, and systems to improve efficiency, accuracy, and scalability.
• Drive the reporting and financial compliance calendar ensuring reports and insights are delivered on a consistent schedule.
• Partner with Technology and Data teams to advance financial data infrastructure and analytics capabilities.
• Embrace a forward leaning AI strategy, using it to drive efficiency and quality of the work the FP&A team produces.
• Drive automation and reduce manual processes across planning and reporting cycles.

• 12–15+ years of progressive experience in FP&A, corporate finance, or related fields.
• Proven leadership experience managing senior leaders.
• Operating experience in a private-equity backed company is beneficial.
• Experience supporting multiple business lines or segments.
• Strong background in financial services, wealth management, or a similarly complex, multi-entity environment preferred.
• Demonstrated success in high-growth environments, including M&A or integration experience.
• Exceptional financial modeling, analytical, and strategic thinking skills.
• Str…