Director of Finance, Financial Services

Job Description

Job Description

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.

Review reported results vs. budget to identify variances

E.g., review results with Controller to identify any data anomalies

Position Requirements

Perks & Benefits

About World Investment Advisors

As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets1 across 65 offices and 310 team members.

Stimulating Environment

At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.

Team-Oriented

Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.

Why World?

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

TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES :

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

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