Senior Finance Director, Wealth Platform & FP&A

NewEdge Advisors · New orleans, United States

NewEdge Advisors, a division of NewEdge Capital Group, seeks a senior finance director to own budgeting, forecasting, and the divisional P&L. This hands-on leader will work closely with the CEO, orchestrating month-end close, intercompany coordination, and data-driven decision support for advisor economics across 1099 and W-2 models.

You will build scalable processes, partner with the data function, and mentor a small finance team of two as the platform grows in New Orleans.