Director, Financial Planning & Analysis (Finance)

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further.

We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. At Sequoia, the CFO helps the whole firm see itself clearly. This is a senior leadership role responsible for building a finance function that matches where we're headed — sharpening our discipline, strengthening our profitability, and, just as importantly, translating our numbers into a story our people can rally around. We're an RIA approaching $50 billion in AUM, which means real scale, complexity, and a lot of moving parts across our acquired firms.

That calls for a CFO who brings precision and discipline to how we plan, forecast, and report — while keeping pace with our growth goals of 40% annually (25% inorganic, 15% organic). Reporting to the President and working closely with the Executive Committee, the CFO leads financial strategy and annual planning, FP&A, and performance reporting for the firm, and partners with leadership on capital management and sponsor relations.

The CFO also works hand-in-hand with the President and the Head of Advisors on the planning that shapes our advisor workforce — headcount, productivity, capacity, and compensation — so those decisions are grounded in solid financial thinking.

Build a finance function with the rigor and structure to match Sequoia's ambitions
Help our team see the big picture: connect the numbers to our progress toward Vision 2030
Keep our financials clean, audit-ready, and easy to stand behind — for sponsors, lenders, and ourselves
Enterprise Financial Strategy & Value Creation
Lead execution of the value creation plan, with a focus on EBITDA expansion and cash flow
Translate firm strategy into clear financial targets, KPIs, and accountability
Find and act on margin improvement opportunities (pricing, cost structure, productivity)
Bring data-driven insight to strategic conversations at the executive and Board level
Help shape the financial narrative that supports our growth and acquisition activity
Run a fully-integrated PMO Business Case process, including:
Project portfolio linked to the Annual Planning Process and Executive Committee priorities
Benefits tied to capacity model and gearing ratios through our financial tracking systems
Communicating Financial Performance & Our Vision 2030 Story
Turn financial results into a clear, honest narrative the whole firm can understand — not just the Executive Committee
Make financial performance approachable — turn complex data into insight people can actually use, regardless of their background in finance
Champion a culture where understanding how we're doing is shared broadly, not held close in Finance
Advanced FP&A & Performance Management
Lead a high-functioning FP&A team with institutional-grade rigor
Net flows (organic + inorganic)
Standardize KPI frameworks across business units and acquired firms
M&A Integration & Platform Standardization
Support our acquisition strategy with financial diligence and structuring input
Standardize chart of accounts, revenue recognition, billing process and cadence, and compensation structures (in partnership with Organization Development)
Track and report deal performance against the underwriting case
Help eliminate operational redundancies across the platform
Accounting, Controls & Audit Readiness
Keep our financials clean, consistent, and audit-ready under GAAP
Lead the annual audit and support quality of earnings (QoE) work
Oversee complex multi-entity consolidations and ownership structures
Ensure our financial reporting aligns with RIA regulatory requirements (in partnership with Compliance)
Partner closely with the President and Head of Advisors on headcount, productivity, capacity, and compensation planning, so advisor workforce decisions are backed by sound financial thinking
Refine compensation structures to align incentives with firm profitability, support recruiting and retention, and balance growth with margin discipline
Systems, Data & Infrastructure
Lead the evolution toward one integrated financial, capacity, and data ecosystem
Oversee financial tracking systems, data management, and reporting tool enhancements — including AI that automates process and surfaces deeper financial insight
Build toward a single source of truth for financial and operational data
Enable real-time or near-real-time visibility into performance
Support scalability for continued acquisitions and growth
Capital Structure & Sponsor Relations (Supporting Role)
Support the CEO and President in managing relationships with our private equity sponsors and lenders
Help monitor debt facilities, covenant compliance, and leverage ratios
Offer input on capital structure decisions as they relate to our growth and risk profile
Build and lead a strong, scalable finance organization (FP&A, accounting, treasury, shareholder services)
Recruit and develop top finance talent, building the bench strength the team needs to grow into Vision 2030
Establish clear processes, accountability, and performance management
Shareholder Services & Workplace Facilities
Oversee shareholder services, including cap table administration, equity holder recordkeeping, and shareholder communications and reporting
Ensure shareholders have a clear, well-supported experience, from routine questions to major equity events
Oversee workplace facilities across our office locations, making sure our spaces support the team experience and our growth
CFO or senior finance executive at a scaled organization with $500M+ in annual revenue and multi-entity complexity — financial services experience is a plus, not a requirement
Experience in private equity–backed environments
A track record of leading post-acquisition integration and multi-entity consolidation
Solid grounding in debt financing, capital structure, and lender relations
Experience getting a company audit-ready and through QoE
Deep understanding of AUM-based revenue models and billing complexity
Strong financial modeling and data analytics capabilities
Familiarity with regulatory and compliance frameworks for RIAs is a plus, not a requirement
Brings discipline and structure without over-engineering it
Skilled at recruiting and developing talent, with a track record of building teams people want to stay on
Consistent EBITDA margin expansion, free cash flow conversion, and cash flow growth
High forecast accuracy and financial predictability
Successful integration and performance tracking of acquisitions
Clean audits and exit-ready financials (QoE readiness)
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed. You may be evaluated in part based upon your performance of the tasks listed in this job description. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.