Position Summary:

The Senior Vice President of Financial Planning & Analysis (FP&A) is a key enterprise leader responsible for driving the company's financial strategy, leading the planning processes, monitoring financial performance, and identifying insights across all lines of business. This role leads FP&A for all Channel and Corporate functions, ensuring alignment between financial outcomes and strategic objectives.

Reporting to the CFO, the SVP of FP&A partners closely with executive leadership to deliver forward-looking insights, guide capital allocation, and support decision-making in a dynamic, growth-oriented environment. This leader will build and scale a high-performing FP&A team capable of supporting organizational growth. This position can either be remote or sit on-site at our HQ in Omaha, Nebraska.

Key Responsibilities:

Enterprise Financial Leadership

• Lead enterprise-wide financial planning, budgeting, forecasting, and long-range planning processes.
• Provide actionable insights on financial performance, key drivers, and emerging risks/opportunities.
• Serve as a strategic advisor to the CFO, CEO, and executive team on financial and operational decisions.
• Translate business strategy into financial plans and measurable outcomes.

Business Partnership Across Channels

• Partner with business leaders to evaluate performance, optimize profitability, and inform growth strategies.
• Develop tailored financial frameworks and KPIs for each channel, reflecting distinct business models and economics.

Strategic Planning & Capital Allocation

• Lead long-term financial modeling, including scenario planning tied to M&A, advisor acquisition, and market expansion.
• Support enterprise capital allocation decisions, including investments in technology (including AI), talent, and new capabilities.
• Partner with the M&A team, support that team's work, and closely manage the capital needs of the M&A strategy.

Performance Management & Reporting

• Establish, maintain and enhance enterprise performance management frameworks, including dashboards, KPIs, and executive reporting.
• Deliver clear, concise, and insightful reporting to senior leadership and the Board.
• Standardize reporting while enabling flexibility for channel-specific insights.

Team Leadership & Organizational Development

• Build, lead, and develop a scalable FP&A organization.
• Elevate the team's capabilities in financial modeling, analytics, and strategic partnership.
• Develop future leaders by ensuring team members are always growing and learning.

Process & Systems Optimization

• Enhance FP&A processes, tools, and systems to improve efficiency, accuracy, and scalability.
• Drive the reporting and financial compliance calendar ensuring reports and insights are delivered on a consistent schedule.
• Partner with Technology and Data teams to advance financial data infrastructure and analytics capabilities.
• Embrace a forward leaning AI strategy, using it to drive efficiency and quality of the work the FP&A team produces.
• Drive automation and reduce manual processes across planning and reporting cycles.

Qualifications:

• 12-15+ years of progressive experience in FP&A, corporate finance, or related fields.
• Proven leadership experience managing senior leaders.
• Operating experience in a private-equity backed company is beneficial
• Experience supporting multiple business lines or segments.
• Strong background in financial services, wealth management, or a similarly complex, multi-entity environment preferred.
• Demonstrated success in high-growth environments, including M&A or integration experience.
• Exceptional financial modeling, analytical, and strategic thinking skills.
• Strong executive presence with the ability to influence senior stakeholders and Board-level audiences.
• Interest in learning and developing into a CFO role required.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

The total rewards expected for this role include:

• Starting annual base salary between $190,000-240,000 plus annual incentive bonus
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.