Co-Director of Finance – 170k-225K base plus bonus Full Time NEW

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

We’re seeking a Co-Director of Finance to join our leadership team. In this role, you’ll work alongside the existing Director of Finance to co-lead the department, split key responsibilities, and collaboratively drive the financial strategy, planning, and operations that support our mission: helping clients secure and grow their financial future.

This is a unique opportunity for a dynamic financial professional to step into a high-impact leadership role with shared ownership of strategic initiatives, operational excellence, and system-wide improvements across a fast-paced, service-driven organization.

Duties And Responsibilities

• Strategic Financial Leadership
• Lead budgeting cycles, financial modeling, forecasting, long term financial plans and analyzing risks and consolidated planning across revenue, gross profit, and operating expenses
• Create reporting on a monthly, quarterly, and annual reporting basis -analyzing results, synthesizing key trends, and presenting insights to executive leadership
• Deliver ad hoc financial analysis to support high-impact decisions across the business
• Financial Operations Oversight
• Lead payroll administration and expense report reconciliation
• Manage accounts payable and accounts receivable processes
• Partner with 3rd party administrator for oversight of Trajan’s 401k plan. Which also includes reporting for 401(k) and Trajan Special Equity Participation Plan (TSEPP).
• Lead departmental monthly bonus preparation and reporting.
• Systems & Process Optimization
• Partner with internal departments to ensure financial systems (NetSuite, Creatio, Snowflake, Sigma and ISolved) align with business financial needs
• Lead vendor coordination and successful automation and integrations
• Support and continuously improve the financial system of record, data integrity, and reporting capabilities
• Cross-Functional Collaboration
• Collaborate with various departments to support financial initiatives
• Drive alignment across departments through a structured annual and long-term planning process
• Develop and implement financial planning policies, timelines, tools, and communication strategies
• Contribute to a culture of accountability, transparency, and process improvement within the Finance team and the broader organization

Qualifications

• Bachelor’s degree in Finance or Accounting
• 10+ years of progressive experience in finance, with a strong foundation in FP&A, accounting, and systems integration
• 5+ years experience leading, coaching and developing team members
• Proficiency with NetSuite and other financial databases
• Experience managing cross-functional projects and multiple stakeholders
• Strong analytical skills and with the ability to deliver clear, actionable insights to senior leadership
• Exceptional communication skills-both written and verbal-and a collaborative mindset
• High attention to detail and accuracy, especially when preparing reports and presentations for leadership
• Ability to influence without authority, navigate change, and work effectively in a fast-paced, client-centric environment

Benefits

• $170,000 to $225,000 base salary plus bonus
• 401(k) with a matching contribution up to 13%.
• 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 many more voluntary options.
• Generous holidays and PTO.