Financial Planner I

🏢 Summary: Opportunity for an experienced Wealth Advisor to manage and deepen relationships with affluent clients, delivering comprehensive financial planning and investment solutions. The role focuses on fiduciary client service, portfolio analysis, and collaboration with in-house experts in tax, estate, and insurance. Advisors leverage financial planning software and a unified platform to develop tailored strategies and drive organic growth. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 7–10 years of experience as Independent Advisor, Registered Representative, Portfolio Manager, Financial Planner, or CPA, Certified Financial Planner (CFP) or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license (or qualifying exemption), Advanced knowledge of financial planning concepts and financial products, Experience with financial planning software, Strong understanding of asset allocation and portfolio analysis, Comprehensive knowledge of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, FinancialPlanning, PortfolioManagement, AssetAllocation, TaxPlanning, EstatePlanning, InsurancePlanning, Compliance, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. Advisors focus exclusively on their clients and act as fiduciaries, utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. They are supported by a technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and related disciplines. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations aligned with defined objectives - Communicate complex financial solutions clearly and effectively - Build meaningful, long-term client relationships to ensure retention - Leverage solutions including tax, estate planning, and insurance to deliver comprehensive strategies - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests first Required Knowledge, Skills and Abilities Education: - Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting, or Finance); Master’s degree a plus Experience: - 7–10 years of relevant experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: - Certified Financial Planner (CFP) designation required, or acceptable alternative (ChFC, PFS, CFA, CIC) - Series 65 required unless exempt based on designation and state regulations Skills & Competencies: - Advanced knowledge of financial products and financial planning concepts - Ability to present investment, finance, and tax planning solutions - Strong understanding of economic landscape and its impact on clients - Experience utilizing financial planning software - Strong understanding of investments and ability to perform asset allocation and portfolio analysis - Comprehensive knowledge of compliance requirements - Ability to travel up to 20% Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Compensation and Benefits: Annual base salary range: $85,000—$145,000 USD, plus eligibility for annual bonus and incentive compensation. Benefits include: - Medical, dental, and vision coverage - Life insurance - 401(k) with company match (Traditional and Roth options) - Health Savings Account (HSA) - Short- and long-term disability coverage - Paid holidays and generous paid time off - Paid parental leave - Employee Assistance Plan - Dependent care savings account - Adoption assistance reimbursement - Pet insurance - Additional supplemental insurance options

🏢 Summary: Client-facing Wealth Advisor role managing and growing a book of 150–250 clients, delivering comprehensive financial planning and investment guidance within a team-based environment. The position focuses on client retention, onboarding new clients, asset growth, and presenting financial planning modules across investments, tax, estate, and insurance. Offers competitive base salary, bonus potential, and a comprehensive benefits package. 🗂️ Requirements: Bachelor’s degree (Business, Economics, Accounting, Finance or related), 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning concepts and financial products, Experience managing client relationships and investment portfolios, Ability to generate and review performance reports, Proficiency with Microsoft Office suite, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, TaxPlanning, EstatePlanning, Insurance, AssetAllocation, PortfolioAnalysis, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of the firm's leadership to support region-wide business development and client service efforts. Essential Job Functions: - Function as the primary trusted advisor to a book of 150–250 Wealth Path clients - Ensure client retention and bring in additional assets to transition clients into Custom Wealth - Onboard or transition 10–50 new clients annually to build a book of up to 250 clients - Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and financial planning - Analyze, draft, edit, deliver, and present financial planning modules to clients - Manage client communications and coordinate with clients' other advisors - Ensure adherence to company standards of client care, annual meetings, referrals, and retention - Attend workshops or lectures and speak to potential clients when required - Implement company policies and procedures Required Knowledge, Skills and Abilities: Education: - Bachelor’s degree from an accredited institution (Business, Economics, Accounting, Finance preferred); Master’s degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation required - Additional certifications such as ChFC, PFS, CFA, or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training in financial planning - Ability to generate and review performance reports and present recommendations - Advanced knowledge of financial planning software and comparison tools - Strong understanding of investments, asset allocation, and portfolio analysis - Expert use of Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, and Docusign - Comprehensive understanding of compliance requirements - Ability to manage multiple priorities and work independently - Ability to travel up to 50% for client meetings and trainings Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment; standing and sitting at assigned workstation. Travel up to 50% for client needs and trainings. Compensation and Benefits: Annual base salary range of $85,000–$145,000 USD, plus eligibility for annual bonus and incentive compensation. Comprehensive benefits package includes: - Medical, dental, and vision coverage - Life and AD&D insurance - Short- and long-term disability insurance - 401(k) retirement plan with Traditional and Roth options and employer match - Health Savings Account (HSA) with company contributions - Paid holidays (including a full week at Thanksgiving) and generous PTO - Paid parental leave and family medical leave - Adoption assistance reimbursement - Employee Assistance Plan - Dependent Care Savings Account - Pet insurance - Personalized financial planning at preferred employee pricing

🏢 Summary: Client-facing Wealth Advisor role managing a portfolio of 150–250 clients, delivering comprehensive financial planning and investment guidance, and supporting regional business development. The position involves onboarding new clients, performing portfolio analysis, presenting financial plans, and collaborating with senior leadership. Requires strong expertise in financial planning concepts, investment analysis, and financial technology platforms. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning, investments, tax, insurance, and estate planning, Experience generating and reviewing performance reports, Proficiency with Microsoft Office tools, Experience with Salesforce and financial planning software, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, AssetAllocation, PortfolioAnalysis, InvestmentResearch, TaxPlanning, EstatePlanning, InsurancePlanning, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware, PerformanceReporting 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: - Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients - Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth - Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients - Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning - Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients - Managing client communications and follow-up with clients' other advisors - Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention - Attending company workshops or lectures and speak to groups of potential clients when called upon - Implementing company policies and procedure - Other duties as needed Required Knowledge, Skills and Abilities: Education: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation - Additional certifications such as ChFC, PFS, CFA or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training and experience in financial planning - Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred - Ability to generate and review performance reports and present recommendations - Ability to manage multiple priorities and deliver to tight deadlines - Ability to work without close supervision - Ability to travel up to 50% for client meetings and trainings Competencies: Business & Technological Knowledge: - Advanced knowledge of financial products and financial planning concepts - Strong understanding of investments and asset allocation - Perform asset allocation and analysis for portfolio reviews and investment research - Prepare reports to illustrate trends and risks of investment opportunities - Expert use of Core Technology (Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, Docusign) - Comprehensive understanding of compliance requirements Client Focus & Accountability: - Assist in development of materials for client meetings and follow-ups - Support business development activities - Ensure work quality and timely delivery Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Travel up to 50% of the time for client needs and trainings. Compensation and Benefits: - Annualized base salary range: $85,000—$145,000 USD - Eligible for annual bonus and incentive compensation - Medical, dental, and vision coverage - Life insurance - 401(k) contributions - Health Savings Account (HSA) - Short- and long-term disability - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance options - Three Cigna medical plans and Kaiser plans in California - Dental and Vision plans - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Manager, Client Service role overseeing client service teams within a financial advisory environment, combining people management, operational oversight, and hands-on client service responsibilities. The position focuses on improving team productivity, ensuring exceptional client experience, and serving as a subject matter expert on complex financial account topics. Offers competitive compensation, incentive eligibility, and a comprehensive benefits package. 🗂️ Requirements: Bachelor’s degree (Business, Economics, Accounting, Finance or related), Minimum 2 years financial industry experience, Minimum 2 years client-facing experience, Ability to manage and develop team members, Proficiency with financial planning software, Proficiency with Salesforce, Proficiency with MS Office Suite 📃 Skills: Salesforce, MSOffice, FinancialPlanningSoftware, HRSystems, Timekeeping, PerformanceManagement, 10b5-1, RMD, TaxLossHarvesting, CashAudits 🏢 Description: Job Summary: The Manager, Client Service works collaboratively with the Director, Client Service on: team member management and development, increasing overall productivity of direct reports, promoting excellence in servicing the existing client base with efficiency and attention to detail, and performing Client Service Specialist responsibilities. Responsibilities: People Management - Participate in the hiring, training, mentoring and supervision of all Client Service Specialists, Client Service Coordinators and Interns in an office - Maximize talent via employee development and coaching - Facilitate a strong team culture and sharing of best practices across an office or team - Partner with Client Service Leadership Team to facilitate ongoing CSS training and development - Handle all manager functions in the HR system including timekeeping, PTO requests, and performance reviews for direct reports Operations Management - Optimize productivity by coordinating Client Service Specialist coverage and prioritizing workflow within the office - Ensure an exceptional client experience in the office/team - Act as a local contact for operational issues or challenges - Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers - Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits Leadership - Directly impact growth and client retention and monitor progress toward team goals - Participate as a member of the senior manager's leadership team to contribute to local strategy decisions - Coordinate team meetings and events - Identify scalable solutions and process improvements and collaborate with relevant departments to update processes - Support Branch Operations on new projects and initiatives - Support Learning and Development on Client Service Specialist trainings - Office management responsibilities as assigned Requirements: Education: - Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: - Minimum 2 years of financial industry related experience - Minimum 2 years of client-facing experience - Experience interacting with individuals at all income levels in a professional and confidential manner Certifications: - Notary designation a plus Job Skills: - Self-motivated and well-organized with ability to work independently and in a team - Excellent verbal, written, analytical and organizational skills - Technical and analytical ability with multi-tasking and project management skills - Proficiency with financial planning software, Salesforce and MS Office Suite - Flexible, reliable, trustworthy, and able to maintain confidentiality Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment with assigned workstation. Compensation: - Base Pay Range: $100,000—$110,000 USD - Eligible for incentive compensation programs Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and one Traditional Co-Pay plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions (for HDHP enrollment) - Two Dental plans - Vision Insurance - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits combining STD and Parental Leave - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options and employer match - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Full-time Legal Executive Assistant role supporting the Chief Estate Accountant and Estate Administration team within a Private Wealth practice serving ultra-high-net-worth clients. The position focuses on estate and fiduciary administration, tax return preparation support, document management, billing, and executive-level coordination. This hybrid role requires strong experience in estate planning operations, tax documentation, and advanced Microsoft Office proficiency. 🗂️ Requirements: Minimum 5 years of executive support experience, Experience in professional services, accounting, or estate planning, Working knowledge of estate and trust taxation concepts, Familiarity with Forms 706, 1041, and 709, Experience supporting C-suite or senior professionals, Experience working with high-net-worth clients, Advanced proficiency in Microsoft Office Suite, Ability to manage confidential information, Strong organizational and deadline management skills 📃 Skills: Microsoft, Outlook, Word, Excel, PowerPoint, Form706, Form1041, Form709, E-Verify, AI 🏢 Description: The Opportunity We're looking for an experienced Legal Executive Assistant to provide exceptional support to our Chief Estate Accountant and the Estate Administration team in our Private Wealth practice. This role is central to ensuring seamless operations and outstanding client service within the practice, which services Ultra High Net Worth individuals and families. What You'll Do: Prepare and revise estate planning documents with precision and attention to detail Manage complex calendars, schedule appointments, and coordinate travel arrangements Oversee all aspects of new client intake and implementation Maintain document retention systems, including vault documents and digital filing Handle billing processes and client distributions Support time tracking Build and maintain strong relationships with clients, demonstrating professionalism and discretion Manage communications with internal and external stakeholders Estate & Fiduciary Administration Support: Assist with the preparation and organization of estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and gift tax returns (Form 709) Maintain detailed filing systems for estate and trust documentation, ensuring compliance with retention requirements Track critical deadlines for tax filings, court accountings, and fiduciary reporting obligations Coordinate the collection and organization of financial data, asset valuations, and supporting documentation from clients and third parties Other ad-hoc work as required What We're Looking For: Minimum 5 years of executive support experience, preferably in professional services, accounting, or estate planning Working knowledge of estate and trust taxation concepts; familiarity with Forms 706, 1041, and 709 highly desirable Experience working with high-net-worth clientele Comfort with AI tools and emerging technology, with a willingness to adopt firm-approved platforms that enhance productivity, document drafting, and workflow efficiency Experience supporting C-suite executives or senior professionals in client-facing environments Exceptional organizational skills with proven ability to manage multiple priorities and deadlines Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Outstanding written and verbal communication skills Absolute discretion and ability to handle highly confidential information Benefits: Full-time employees are eligible for enrollment in Medical, Dental, and Vision insurance plans, as well as a 401(k)-retirement program. Sterlington uses E-Verify to confirm employees' work authorization.

🏢 Summary: Full-time Legal Executive Assistant role supporting the Chief Estate Accountant and Estate Administration team within a Private Wealth practice, focusing on estate planning, fiduciary administration, and high-net-worth client service. The position combines executive support, tax and estate documentation coordination, and client-facing responsibilities in a hybrid work model. It requires strong expertise in estate and trust processes, advanced administrative skills, and proficiency with modern technology tools. 🗂️ Requirements: Minimum 5 years executive support experience in professional services, accounting, or estate planning, Working knowledge of estate and trust taxation concepts, Familiarity with Forms 706, 1041, and 709, Experience supporting C-suite executives or senior professionals, Experience working with high-net-worth clientele, Advanced proficiency in Microsoft Office Suite, Ability to manage confidential information with discretion, Ability to track deadlines for tax filings and fiduciary reporting 📃 Skills: Microsoft, Outlook, Word, Excel, PowerPoint, Form706, Form1041, Form709, E-Verify, AI 🏢 Description: Practice Group: Private Wealth Work type: Hybrid. This role offers flexibility to work remotely two days per week, with three days in the office to support the team members you work closely with. Compensation: Competitive and aligned with experience. The Opportunity We're looking for an experienced Legal Executive Assistant to provide exceptional support to our Chief Estate Accountant and the Estate Administration team in our Private Wealth practice. This role is central to ensuring seamless operations and outstanding client service within the practice, which services Ultra High Net Worth individuals and families. Our Private Wealth group is led by attorneys who previously practiced at a nationally recognized Am Law 100 firm and are now expanding a highly personalized, client-focused platform within a growing firm environment. What You'll Do: Prepare and revise estate planning documents with precision and attention to detail Manage complex calendars, schedule appointments, and coordinate travel arrangements Oversee all aspects of new client intake and implementation Maintain document retention systems, including vault documents and digital filing Handle billing processes and client distributions Support time tracking Build and maintain strong relationships with clients, demonstrating professionalism and discretion Managing communications with internal and external stakeholders Estate & Fiduciary Administration Support: Assist with the preparation and organization of estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and gift tax returns (Form 709) Maintain detailed filing systems for estate and trust documentation, ensuring compliance with retention requirements Track critical deadlines for tax filings, court accountings, and fiduciary reporting obligations Coordinate the collection and organization of financial data, asset valuations, and supporting documentation from clients and third parties Other ad-hoc work as required What We're Looking For: Minimum 5 years of executive support experience, preferably in professional services, accounting, or estate planning Working knowledge of estate and trust taxation concepts; familiarity with Forms 706, 1041, and 709 highly desirable Experience working with high-net-worth clientele Comfort with AI tools and emerging technology, with a willingness to adopt firm-approved platforms that enhance productivity, document drafting, and workflow efficiency Experience supporting C-suite executives or senior professionals in client-facing environments Exceptional organizational skills with proven ability to manage multiple priorities and deadlines Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Outstanding written and verbal communication skills Absolute discretion and ability to handle highly confidential information Full-time employees are eligible for enrollment in Medical, Dental, and Vision insurance plans, as well as a 401(k)-retirement program. Sterlington uses E-Verify to confirm employees' work authorization. At Sterlington, we believe that world-class talent has no boundaries. We are committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply.

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a 503A/503B pharmaceutical environment. The position leads budgeting, performance metrics, risk management, and executive reporting while integrating AI to enhance accuracy, scalability, and decision-making. Requires strong FP&A leadership experience, financial modeling expertise, and knowledge of regulated healthcare environments. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration, or related field, Proven experience in financial planning and analysis, Demonstrated expertise in AI-driven financial processes, Experience with regulatory compliance in regulated environments (503A/503B), Expertise in financial modeling and forecasting, Executive-level reporting experience, Strong analytical and strategic decision-making skills 📃 Skills: FP&A, FinancialModeling, Forecasting, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. You will spearhead initiatives to optimize financial performance, ensure regulatory compliance, and deliver insights that facilitate informed decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop risk management frameworks and contingency plans aligned with organizational risk tolerance. - Champion the integration of artificial intelligence in financial planning processes to enhance forecasting accuracy and efficiency. Financial Operations - Optimize financial operations through process improvements and AI automation. - Oversee the budgeting process, ensuring alignment with strategic goals and financial targets. - Design and implement performance metrics to track financial health and organizational performance. Leadership and Collaboration - Foster a high-performance team culture focused on strategic thinking and execution. - Build cross-functional partnerships to align financial strategies with business objectives. - Provide executive-level reporting with clear analyses and strategic recommendations. Innovation and Growth - Drive development and execution of growth strategies leveraging financial insights and AI capabilities. - Ensure compliance with 503A/503B regulatory requirements in all financial activities. - Champion continuous improvement in financial planning capabilities. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decisions. - Strong leadership and communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibility. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. - Strong analytical, strategic thinking, and decision-making abilities. Employee Benefits, Health and Wellness: - Medical, dental, and vision coverage - Paid time off - 401(k) matching - Wellness perks - IV therapy - Compounded medications Physical Requirements: - Ability to remain in a stationary position for extended periods. - Frequent use of hands and fingers to operate computer and office equipment. - Regular movement around the office and corporate campus. - Ability to stand, walk, reach, climb or balance, and stoop, kneel, crouch, or crawl as needed.

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a highly regulated 503A/503B environment. The position leads financial planning, risk management, budgeting, performance metrics, and executive reporting while embedding AI into financial processes. It partners cross-functionally to optimize performance, support growth strategies, and ensure financial excellence at scale. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration, or related field, Proven experience in financial planning and analysis, Demonstrated expertise in AI-driven financial processes, Experience with financial modeling, forecasting, and analysis, Knowledge of regulatory compliance in regulated environments (503A/503B), Executive-level financial reporting experience, Strong analytical and strategic decision-making abilities 📃 Skills: FinancialModeling, Forecasting, FinancialAnalysis, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop strategic recommendations aligned with growth objectives and regulatory compliance requirements. - Build risk management frameworks and contingency plans aligned with organizational risk appetite. - Integrate AI into financial planning processes to improve forecasting accuracy, scalability, and workflow efficiency. Financial Operations - Optimize financial operations through process improvements and AI automation. - Oversee budgeting processes aligned with strategic goals and financial targets. - Monitor budget adherence and provide actionable financial insights. - Design and implement performance metrics to track financial health and organizational performance. Leadership and Collaboration - Foster a high-performance, collaborative team culture focused on innovation and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear analyses and strategic recommendations using AI-enhanced data visualization tools. Innovation and Growth - Drive development and execution of financially sound growth strategies. - Ensure all financial activities comply with 503A/503B regulatory standards. - Promote continuous improvement in financial planning capabilities and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decision-making. - Strong leadership and executive communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibilities. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. - Strong analytical, strategic thinking, and decision-making abilities. Benefits: Comprehensive benefits package including medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Role requires extended periods of sitting, frequent computer use, regular movement around the office and corporate campus, and the ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as needed.

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a highly regulated 503A/503B pharmaceutical environment. The position leads financial planning, risk management, budgeting, performance metrics, and executive reporting while integrating AI to optimize decision-making and scalability. It requires strong strategic leadership to support growth, compliance, and operational excellence. 🗂️ Requirements: Bachelor's degree in Finance, Business Administration or related field, Proven experience in financial planning and analysis, Experience with AI-driven financial processes, Expertise in financial modeling and forecasting, Experience in regulatory compliance (503A/503B environment), Strong analytical and strategic thinking skills, Executive-level financial reporting experience, Leadership and team management experience 📃 Skills: FinancialModeling, Forecasting, FinancialAnalysis, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop strategic recommendations aligned with growth objectives and regulatory compliance. - Develop risk management frameworks leveraging AI technologies and create contingency plans. - Champion AI integration in financial planning, forecasting, and modeling. Financial Operations - Drive process optimization and AI automation to improve reporting accuracy and efficiency. - Oversee the budgeting process and ensure alignment with strategic goals. - Monitor budget adherence and provide actionable financial insights. - Design and implement performance metrics using AI-derived data. Leadership and Collaboration - Foster a high-performance, collaborative team culture. - Build cross-functional partnerships to align financial strategies. - Deliver executive-level reporting using AI-enhanced data visualization tools. Innovation and Growth - Develop and execute growth strategies using financial insights and AI capabilities. - Ensure compliance with 503A/503B regulatory requirements in financial planning. - Drive continuous improvement in financial planning processes and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decisions. - Strong communication skills for executive-level reporting. Experience and Qualifications: - Bachelor's degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibilities. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. Employee Benefits, Health and Wellness: Comprehensive benefits include medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Role requires extended periods of sitting, frequent computer use, verbal communication, and occasional standing, walking, reaching, climbing, balancing, stooping, kneeling, crouching, or crawling within the office environment.

🏢 Summary: Senior Manager of Financial Planning and Analysis responsible for leading strategic finance in a highly regulated 503A/503B environment, driving AI-enabled forecasting, budgeting, and performance management. The role focuses on optimizing financial operations, ensuring regulatory compliance, and delivering executive-level insights to support growth. Requires strong leadership, advanced financial modeling expertise, and experience integrating AI into financial processes. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration or related field, Proven experience in Financial Planning and Analysis (FP&A), Expertise in financial modeling and forecasting, Experience integrating AI into financial processes, Knowledge of 503A/503B regulatory compliance, Executive-level financial reporting experience, Strong analytical and strategic decision-making skills, Leadership and team management experience 📃 Skills: FP&A, FinancialModeling, Forecasting, Budgeting, AI, DataAnalytics, RiskManagement, RegulatoryCompliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will own financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights. - Develop strategic recommendations aligned with growth objectives and regulatory compliance requirements. - Develop risk management frameworks and contingency plans aligned with organizational risk appetite. - Integrate AI into financial forecasting and modeling to improve scalability and insight quality. Financial Operations - Optimize financial processes through AI automation and continuous improvement initiatives. - Oversee budgeting processes and ensure alignment with strategic goals and financial targets. - Monitor budget adherence and provide actionable performance insights. - Design and implement performance metrics to track financial health and business performance. Leadership and Collaboration - Foster a high-performance team culture emphasizing strategic thinking and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear, data-driven insights using AI-enhanced visualization tools. Innovation and Growth - Drive growth strategies leveraging financial insights and AI capabilities. - Ensure all financial activities comply with 503A/503B regulatory requirements. - Promote continuous improvement in financial planning capabilities and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decisions. - Strong leadership and communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibility. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. Employee Benefits, Health and Wellness: - Medical, dental, and vision coverage. - Paid time off. - 401(k) matching. - Wellness perks, IV therapy, and compounded medications. Physical Requirements: - Ability to remain in a stationary position for extended periods. - Frequent use of hands and fingers to operate computers and office equipment. - Regular movement within the office and corporate campus. - Ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as required.