Director of Finance, Financial Services

World Insurance Associates, LLC. • Santa Barbara, CA • 5h ago

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.

Loading the data into NetSuite once the budget is complete

Meeting with unit leaders and/or department heads to review their budgets

Provide detailed analysis/write-up on budget vs. actual each month

Review reported results vs. budget to identify variances

Meet with unit leaders and/or department heads to review variances (both positive and negative)

Identify opportunities to either grow revenue or improve margins

Prepare board materials to support Renae/Troy when they meet with the board

Work with accounting to identify ways to improve analytical reporting capabilities

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

Work with colleagues to transition new acquisitions into "standard FPA process" for forecasting and reviewing budget vs. actual

Identify data sources that we can leverage to improve analytical capabilities

Support Accounting team with miscellaneous projects

Participate in the M&A process to help evaluate acquisition targets

Position Requirements

A Bachelor's degree in accounting, or a Bachelor's degree in business with emphasis in accounting, is required.

Degree(s) must be from a credible college or university

Excellent technology and communication skills

Ability to work independently to manage time and prioritize tasks efficiently.

Be a motivated self-starter who can make thoughtful, deliberate decisions with minimal assistance.

The desire to be an enthusiastic, cooperative team player who is always seeking ways to improve processes.

Compensation

The salary for this position generally ranges between $170,000-$180,000. This range is an estimate, based on candidate qualifications and operational needs. The position will also be eligible for up to a 15% annual bonus.

Perks & Benefits

401(k) with Employer Match

Health Insurance (with HSA option)

Dental Insurance

Vision Insurance

Life Insurance

Flexible Paid Time Off Policy

Flexible Spending Account (FSA)

Healthy Work/Life Balance

Maternity/Paternity Leave Policy

Remote Work Opportunity

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?

Great company culture with an awesome team-oriented atmosphere!

Mentorship Opportunities

Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)

Professional growth opportunities

Friendly and collaborative work environment

Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering

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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