Strategic FP&A Director — Growth, M&A & Board Insights

A wealth management firm in Greenwich, CT is seeking a Wealth Manager with over 10 years of FP&A experience. The role involves leading budgeting and forecasting, collaborating with executives on strategic priorities, and delivering high-level financial insights. Ideal candidates will have a CPA or CFA. This position offers the opportunity to drive continuous improvements in financial planning and support strategic initiatives within the organization.
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