Director of Finance, Financial Services

Position Objective

World Investment Advisors is currently seeking a Director of Finance to provide strategic financial leadership and oversight to drive the financial health and performance of the organization. The Director of Finance will be responsible for developing and implementing financial strategies, managing budgeting and forecasting processes, ensuring compliance with regulatory standards, and delivering data-driven insights to support executive decision-making. This role will play a key part in optimizing capital structure, enhancing profitability, and supporting sustainable growth within the dynamic landscape of the financial services industry.

• Creating forecasts that get updated on a regular basis (e.g., each month or perhaps 1x/quarter).
• Running point on creating the budget each year
  • Building the templates and/or implementing the tools to obtain input from unit leaders, department heads, etc.
  • Loading the data into Net Suite once the budget is complete
  • Meeting with unit leaders and/or department heads to review their budgets
• Provide detailed analysis/write-up on budget vs. actual each month
  • Review reported results vs. budget to identify variances
  • Meet with unit leaders and/or department heads to review variances (both positive and negative)
  • Identify opportunities to either grow revenue or improve margins
  • Prepare board materials to support Renae/Troy when they meet with the board
• Work with accounting to identify ways to improve analytical reporting capabilities
  • E.g., review results with Controller to identify any data anomalies
  • Work with colleagues to transition new acquisitions into standard FPA process for forecasting and reviewing budget vs. actual
  • Identify data sources that we can leverage to improve analytical capabilities
• Support Accounting team with miscellaneous projects
• Participate in the M&A process to help evaluate acquisition targets

• A Bachelor’s degree in accounting, or a Bachelor’s degree in business with emphasis in accounting, is required.
• Degree(s) must be from a credible college or university.
• Excellent technology and communication skills.
• Ability to work independently to manage time and prioritize tasks efficiently.
• Be a motivated self-starter who can make thoughtful, deliberate decisions with minimal assistance.
• The desire to be an enthusiastic, cooperative team player who is always seeking ways to improve processes.

The salary for this position generally ranges between $170,000-$180,000. This range is an estimate, based on candidate qualifications and operational needs. The position will also be eligible for up to a 15% annual bonus.

• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Flexible Paid Time Off Policy
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Remote Work Opportunity

As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise $76B assets across 65 offices and 310 team members.

At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment.

We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.

Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to…