Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Position Summary:
The Senior Vice President of Financial Planning & Analysis (FP&A) is a key enterprise leader responsible for driving the company’s financial strategy, leading the planning processes, monitoring financial performance, and identifying insights across all lines of business. This role leads FP&A for all Channel and Corporate functions, ensuring alignment between financial outcomes and strategic objectives.
Reporting to the CFO, the SVP of FP&A partners closely with executive leadership to deliver forward-looking insights, guide capital allocation, and support decision-making in a dynamic, growth-oriented environment. This leader will build and scale a high-performing FP&A team capable of supporting organizational growth. This position can either be remote or sit on-site at our HQ in Omaha, Nebraska.
Key Responsibilities:
Enterprise Financial Leadership
- Lead enterprise-wide financial planning, budgeting, forecasting, and long-range planning processes.
- Provide actionable insights on financial performance, key drivers, and emerging risks/opportunities.
- Serve as a strategic advisor to the CFO, CEO, and executive team on financial and operational decisions.
- Translate business strategy into financial plans and measurable outcomes.
Business Partnership Across Channels
- Partner with business leaders to evaluate performance, optimize profitability, and inform growth strategies.
- Develop tailored financial frameworks and KPIs for each channel, reflecting distinct business models and economics.
Strategic Planning & Capital Allocation
- Lead long-term financial modeling, including scenario planning tied to M&A, advisor acquisition, and market expansion.
- Support enterprise capital allocation decisions, including investments in technology (including AI), talent, and new capabilities.
- Partner with the M&A team, support that team’s work, and closely manage the capital needs of the M&A strategy.
Performance Management & Reporting
- Establish, maintain and enhance enterprise performance management frameworks, including dashboards, KPIs, and executive reporting.
- Deliver clear, concise, and insightful reporting to senior leadership and the Board.
- Standardize reporting while enabling flexibility for channel-specific insights.
Team Leadership & Organizational Development
- Build, lead, and develop a scalable FP&A organization.
- Elevate the team’s capabilities in financial modeling, analytics, and strategic partnership.
- Develop future leaders by ensuring team members are always growing and learning.
Process & Systems Optimization
- Enhance FP&A processes, tools, and systems to improve efficiency, accuracy, and scalability.
- Drive the reporting and financial compliance calendar ensuring reports and insights are delivered on a consistent schedule.
- Partner with Technology and Data teams to advance financial data infrastructure and analytics capabilities.
- Embrace a forward leaning AI strategy, using it to drive efficiency and quality of the work the FP&A team produces.
- Drive automation and reduce manual processes across planning and reporting cycles.
Qualifications:
- 12–15+ years of progressive experience in FP&A, corporate finance, or related fields.
- Proven leadership experience managing senior leaders.
- Operating experience in a private-equity backed company is beneficial
- Experience supporting multiple business lines or segments.
- Strong background in financial services, wealth management, or a similarly complex, multi-entity environment preferred.
- Demonstrated success in high-growth environments, including M&A or integration experience.
- Exceptional financial modeling, analytical, and strategic thinking skills.
- Strong executive presence with the ability to influence senior stakeholders and Board-level audiences.
- Interest in learning and developing into a CFO role required.
EEO Statement:
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
- Starting annual base salary between $190,000-240,000 plus annual incentive bonus
- Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.
Required
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
