Senior Finance Manager - Wealth Management

Location: Little Rock, Arkansas, United States

Company

hirify.global is a banking organization providing wealth management services across private wealth, institutional trust, investment services, and private banking.

What you will do

• Serve as the primary finance business partner to Wealth Management leadership and support divisional growth and profitability objectives.
• Develop organic and inorganic growth strategies, financial pro formas, forecasts, scorecards, KPIs, and recurring reporting packages.
• Perform complex profitability, performance, pricing, trend, capital, and scenario analyses across Wealth Management businesses.
• Support acquisitions, divestitures, lift-outs, recruiting initiatives, and strategic partnerships through financial due diligence, valuation, and post-implementation measurement.
• Design and monitor incentive compensation programs with Wealth Management leadership and Human Resources.
• Present analyses, forecasts, recommendations, and strategic insights to executives, divisional leaders, and auditors while partnering with Accounting, Data & Analytics, Technology, and Enterprise Data teams.

Requirements

• BS/BA degree in Finance, Accounting, Business, or a related field.
• 8–12+ years of progressive experience in finance, FP&A, corporate finance, banking, wealth management, strategic planning, or related disciplines.
• In-depth knowledge of financial analysis, financial model building, statistics, budgeting, forecasting, accounting, and applicable regulations.
• Knowledge of Wealth Management drivers, including assets under management, fee-based revenue, trust and fiduciary services, investment services, and private banking operations.
• Expert proficiency in Microsoft Excel and strong analytical, organizational, communication, presentation, and project-management skills.

Nice to have

• Experience supporting advisor-based businesses, fee-based revenue models, fiduciary services, trust operations, investment management, brokerage, or private banking.
• Power BI or other data visualization experience.

Culture & Benefits

• Work involves cross-functional collaboration across Finance, Accounting, Data & Analytics, Technology, Enterprise Data, Human Resources, and Wealth Management.
• Activities and documentation must comply with applicable laws, regulations, policies, procedures, and required compliance training.
• Full-time employment with responsibilities and priorities that may change based on organizational needs.