Finance Manager

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $13 billion in assets under management, and is experiencing significant growth. We provide comprehensive, independent financial advice to our clients through a simple, transparent fee structure. Based in central Indiana, we are committed to empowering the next generation and helping shape the future of the financial services industry.

To support our continued growth and evolving business needs, we are seeking a Finance Manager who will serve as a strategic partner to leadership while overseeing key financial processes that drive informed decision-making and operational effectiveness. The Finance Manager reports directly to the Chief Financial Officer (CFO) and plays a key role in both the day-to-day management of financial operations and the execution of the firm's financial strategy.

This position is responsible for maintaining accurate financial records, leading budgeting and forecasting processes, developing financial models and pro forma analyses, and partnering with departments across the organization to evaluate financial performance. The Finance Manager will help ensure efficient financial operations while delivering data-driven insights that support business growth and strategic decision-making. This position requires regular in-person attendance at our Carmel, Indiana headquarters.

Duties & Responsibilities

Lead the short term and long-term financial planning, budgeting, and forecasting processes, ultimately providing actionable insights and recommendations to leadership
Oversee the preparation of internal and external financial reporting for the organization, ensuring accuracy and timely submission
Assist the CFO in long-term financial planning, including capital allocation and investment strategies
Develop and manage financial models and scenario planning to assess potential business opportunities and risks
Partner with division leadership to drive financial performance, cost control, and margin optimization
Monitor and analyze financial performance, making recommendations for improvements or corrective actions
Collaborate with the Finance team to implement new financial systems and processes
Analyze trends and provide actionable recommendations to improve financial performance
Assist in the preparation of financial reports for senior leadership
Update capitalization tables and report on ownership changes
Work cross-functionally with advisor development, and operations teams while consistently looking to improve and streamline processes through standardization and automation
Contribute in the development and maintenance of a comprehensive live semi/fully automated financial dashboards accessible to Valeo leadership
Requirements:
Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required
5+ years of progressive experience in finance, accounting, financial planning & analysis (FP&A), or related fields required
Strong understanding of financial reporting, budgeting, forecasting, financial modeling, and variance analysis
Experience developing and analyzing key performance indicators (KPIs) and financial metrics to support business decision-making
Proficiency with financial systems, ERP platforms, and reporting tools
Advanced Excel skills, including complex formulas, pivot tables, and financial modeling
Experience with SQL, Power BI, Tableau, Python, or other data analytics and visualization tools preferred
Strong analytical and problem-solving skills with the ability to translate financial data into actionable business insights
Excellent organizational, project management, and communication skills with the ability to collaborate effectively across departments
Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment
High attention to detail and commitment to accuracy
Valeo is an

Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.