Vice President of Finance

Job Description
Job Description
About Trajan Wealth
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview
Trajan Wealth is seeking a Vice President of Finance with the leadership capability to build and scale a high-performing finance organization in a fast-paced, high-growth environment as the company expands nationally. This is a hands-on, transformational leadership role focused on building infrastructure and driving strategic growth. The firm has a talented in-house team of 5 employees with a heavy focus on accounting function.

What it does not yet have is a true finance function: forward-looking planning, analysis, and executive reporting that leadership can make decisions with confidence. You will own both sides. You will take responsibility for accounting and the monthly close across three integrated businesses, and on top of that foundation you will build the financial planning, forecasting, and performance reporting layer the firm needs to scale to its next milestone. This role reports to the Chief Administrative Officer and partners directly with the CEO, the President, and the executive leadership team.

It is deliberately positioned as Trajan Wealth's path to Chief Financial Officer. The leader who builds this function, earns the trust of the executive team, and delivers measurable results will be the firm's leading candidate for the CFO seat. The ideal candidate is a credentialed finance leader who is equally comfortable setting strategy with the CEO and getting into the detail of a consolidation, a forecast model, or a close calendar. In a firm at this stage, both are the job. This role would be 100% onsite.

Duties and responsibilities
Financial planning and analysis
Build the FP&A function from the ground up: annual budget, rolling forecast, and driver-based financial models across all entities
Produce a monthly management reporting package the executive team runs the business on, including actual versus budget by department, cash flow, and rolling twelve-month trends
Build and maintain KPI dashboards that track leading indicators, not only lagging results
Model the economics of growth decisions: labor increase based on growth, office expansion, marketing spend by market, and revenue mix
Accounting, close, and controls
Lead internal team on accounting across all entities: general ledger, revenue recognition on advisory fee billing, payroll, accounts payable, and multi-entity consolidation
Utilize systems and automation to increase efficiencies with monthly close process
Establish internal controls, documentation, and audit-ready records that scale with the firm
With support of internal accounting team, own the chart of accounts and departmental cost structure so that reporting rolls up cleanly and consistently
Cash, capital, and profitability
Own cash flow forecasting, liquidity, and working capital management
Drive capital allocation: what gets funded, on what expected return, and measured against that expectation
Own profitability analysis by entity, department, territory, and advisor
Identify and remove cost, including vendor contracts, processing fees, and spend that is not earning its return
Growth, acquisitions, and integration
Lead financial due diligence on acquisition opportunities, including advisory, estate and and tax practices
Model financial structures, including purchase price, earnouts, clawbacks, and client retention economics
Own finance-side integration after close and measure acquired books of business against the original underwriting
Compliance and external partners
Partner with the Chief Compliance Officer and General Counsel as required
Manage relationships with banking partners, custodians, third-party administrators, outside auditors, and tax advisors
Leadership
Lead, coach, and develop the finance and accounting team to ensure scalability of growth
The ability to guide, influence, and inspire team to work together toward a common goal
Communicate clearly with team, as well as, the CEO, the President, and the executive team
Serve as a business partner to department leaders, not a scorekeeper
WHAT SUCCESS LOOKS LIKE IN YEAR ONE
Leadership makes decisions from a monthly reporting package based on established deadlines
Every entity has a budget and a rolling forecast, and variances are explained rather than discovered
KPI dashboards are live and built into the firm's operating rhythm
Acquisitions are underwritten, integrated, and measured against a model you built
The finance and accounting processes and team is measurably stronger than the day you arrived
Qualifications
Required
Bachelor's degree in Finance, Accounting or a related field
Certified Public Accountant (CPA) license preferred
12 or more years of progressive finance and accounting experience, including senior leadership roles
7 or more years leading and developing a finance or accounting team
Oracle NetSuite experience preferred
Multi-entity accounting and consolidation experience
Demonstrated FP&A ownership: budgets, forecasts, and management reporting you built that leadership actively used to make decisions
Proven ability to operate in a high-growth, entrepreneurial, owner-led environment
Strong systems capability, including general ledger platforms, reporting and business intelligence tools, and producing reliable reporting from multiple source systems
Exceptional communication and executive presence, with the ability to influence at every level of the organization
Preferred
Experience in an RIA, wealth management firm, or comparable financial services or professional services environment
Familiarity with advisory fee billing, custodian platforms, and revenue tied to assets under management
Mergers and acquisitions due diligence and post-close integration experience a plus
Track record scaling a finance function through rapid organic growth or serial acquisition
Public accounting foundation
Benefits
$225,000 to $290,000 base salary, plus performance-based bonus
401(k) with a company matching contribution of up to 13 percent
United Healthcare PPO medical coverage for employees, paid by the company
Delta Dental PPO, United Healthcare Vision, short term disability, long term disability, life insurance, and additional voluntary options
Generous holidays and paid time off
A defined path to the Chief Financial Officer seat
Come and join a team that is making a difference in the lives of our clients and our employees.

Future career growth opportunity. Come and join a team that is making a difference in their clients and employee's lives!