Director, Financial Planning and Analysis

Director, Financial Planning and Analysis

Join to apply for the Director, Financial Planning and Analysis role at EP Wealth Advisors

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion in AUM as of September 30, 2025, serving primarily high‑net‑worth individuals. EPWA fosters an inclusive environment that offers opportunities to learn, grow, and enhance skills to take on new challenges and progress in a professional career.

About the Role

This is a hybrid role located in our HQ office in Torrance, CA. The Director of Financial Planning and Analysis (FP&A) reports directly to the Chief Financial Officer and plays a key leadership position within the Finance team. The role combines technical excellence in forecasting, budgeting, and analysis with strong interpersonal acumen and emotional intelligence, fostering trust and collaboration across Finance, Operations, and Executive teams.

Salary Range

$180,000 – $215,000 plus annual bonus.

Duties and Responsibilities

• Lead and mentor a team of financial analysts, fostering collaboration, growth, and accountability.
• Cultivate a culture of emotional intelligence and resilience, encouraging professional development and composure under stress.
• Inspire and motivate the FP&A team, modeling adaptability and alignment with firm standards.
• Oversee the preparation of budgets, forecasts, and variance analyses with accuracy and insight.
• Translate complex financial data into clear, actionable recommendations for leadership and business partners.
• Build scalable reporting frameworks to support EP’s growth trajectory.
• Partner with senior leadership and department heads to drive informed decision‑making.
• Provide financial leadership and strategic support for M&A diligence, integration, and long‑term planning.

Qualifications

What We Offer

Equal Opportunity Employer

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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