The Role
We are seeking a strategic and hands-on leader to join our team during a critical period of growth and transformation. This role will play a leadership role in the implementation of our Finance ERP system and help drive the success of other key initiatives to help scale our function over time. The role requires a deep understanding of finance operations and technology to help deliver successful outcomes and measurable improvements in Finance process.
The ideal candidate brings a blend of project management experience, strategic thinking, operational expertise and change-management skills with a proven track record in leading large-scale ERP system implementations and other complex initiatives. The role will report to the CFO but be a key partner to the finance leadership team and broader finance function. The role will also collaborate extensively across other functional and business areas at the Company.
Primary Responsibilities
· Lead the design, implementation and integration of our Finance ERP system and other related technologies.
· Develop integration plans, timelines, and key milestones in alignment with objectives and in partnership with key internal and external stakeholders.
· Direct workstream activity and drive key decisions throughout the execution of key projects and initiatives.
· Collaborate with leadership to form cohesive roadmaps and identify opportunities for broader process improvement and optimization.
· Parter with IT and other functional areas to integrate systems, ensuring alignment of strategy and seamless flow of data and interoperability.
· Coach and develop a broader team of professionals that are involved in transformation projects.
· Foster a culture of innovation and continuous improvement.
Qualifications
· Bachelor’s degree in Finance, Accounting, Business, or a related field (CPA or MBA a plus).
· 15+ years of relevant experience, including financial operations, technology, and transformation.
· Extensive experience with cloud-based ERP systems (Workday, Oracle) and working with external integration partners.
· Strong understanding of finance operations, financial systems, finance process.
· Demonstrated leadership ability with track-record of managing complex projects across functions
· Exceptional communication, stakeholder management, and organizational skills.
· Passion for data and technology, with a pragmatic approach to applying it as scale.
· Comfortable operating in a fast-paced, evolving environment.
About Focus Financial Partners
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
The annualized base pay range for this role is expected to be between $250,000- $275,000 Base Salary Compensation Range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
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Focus Financial Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Financial Partners and has not been reviewed or approved by Focus Financial Partners.
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Fair & Transparent Compensation — Pay is presented with clear salary bands in multiple public job postings across roles and locations, aligning with typical ranges for similar industry titles. Role-level transparency spans client service, trading, and corporate/transaction positions.
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Affordable Benefits — Health insurance is characterized as affordable alongside favorable commentary on the overall package. Core coverage includes medical, dental, vision, life insurance, and a 401(k) noted in corporate postings.
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Wellbeing & Lifestyle Benefits — Broader total rewards include paid volunteer time, an in-house headquarters gym, wellness amenities such as lactation rooms and healthy snacks, and tuition assistance/training investment. These elements indicate attention to employee wellbeing beyond core insurance.
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The Company
What We Do
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
