Finance Manager

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Finance Manager Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Summary:

We are seeking a hands-on Finance Manager to help build and support the financial planning and analysis function within a growing, private equity-backed wealth management firm. Reporting to the Director of Finance, this individual will support day-to-day budgeting, forecasting, and reporting deliverables, build and maintain financial models and dashboards, and help create scalable, repeatable processes that improve financial visibility across the business. The ideal candidate thrives in a build-and-scale environment, is comfortable working through ambiguity, is highly detail-oriented, and has strong financial modeling and analytical skills with the ability to translate data into clear, actionable insights for leadership.

Key Responsibilities:

Financial Planning & Analysis

• Lead the preparation of annual budgeting, reforecasting, and monthly variance analysis across multiple business units, business lines, and legal entities, partnering with the Director of Finance to support performance visibility and value creation.
• Build and maintain detailed financial models, including revenue and AUM forecasting, margin analysis, and advisor compensation analysis.
• Prepare and enhance KPI dashboards and monthly management reporting packages for senior leadership
• Assist with private-equity, investor, and lender reporting, including organic growth, acquisition tracking, and performance analytics. Reporting
• Partner closely with Accounting to ensure timely, accurate monthly close and management reporting.
• Improve data integrity and consistency across financial systems, reporting tools, and entities
• Assist with audit, lender, and other compliance-related requests where applicable. Operational Finance
• Analyze profitability by advisor, client segment, business line, and acquisition.
• Support cost structure analysis and margin improvement initiatives
• Support process improvements, automation, and standardization across finance and reporting workflows. M&A Support
• Assist with financial diligence, modeling, and integration planning for acquisitions.
• Help standardize reporting, forecasting, and KPI frameworks across newly acquired entities
• Maintain post-close visibility into acquisition performance, earnouts, and integration progress. Systems & Infrastructure
• Support implementation and optimization of financial systems and reporting tools (including Workday and Power BI).
• Develop scalable templates, standardized reporting packages, and repeatable finance processes.
• Partner with technology and data teams to improve reporting efficiency and enable a single source of truth.