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.
Typical Duties and Responsibilities

• Creating forecasts that get updated on a regular basis (e.g., each month or maybe 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 NetSuite 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.

• 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

• Great company culture with an awesome team-oriented atmosphere!
• Mentorship Opportunities
• Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
• Professional growth opportunities
• Friendly and collaborative work environment
• Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering

World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion
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