Director of Financial Planning Services

Job Overview
Job Order:JO00020218
Date Posted:Mar 16
Category:1 - Accounting & Finance
Metro Area:

Looking for a Director of Financial Planning Services for our client located in Southfield, MI area.

Core Responsibilities

  • Steward current investor relationships by providing reporting, responding to data queries, and troubleshooting issues as they arise.
  • Work collaboratively across business lines to help facilitate effective processes and assist in executing financial initiatives, as well as identify and implement cost savings opportunities across Company.
  • Assist with various ad hoc financial analysis, financial systems and process improvements, and special projects.
  • Review of financials compared to operating budgets and identify trends affecting business performance.
  • Create financial models to support planning process, potential acquisition targets and other strategic decision-making.
  • Help develop presentation quality deliverables to advisors and business leadership.
  • Review of financials compared to operating budgets and identify trends affecting business process.
  • Host and present weekly webinars


  • Bachelor's Degree: Accounting or Finance preferred
  • MBA and/or CFP
  • FP&A experience with exposure to complex internal reporting and analytical process and exposure to executive leadership
  • Advanced Microsoft Excel and other Microsoft Office suite skills
  • Proficient with budget/planning software such as WealthVision powered by eMoney, Money Guide Pro, Morningstar, Social Security Pro and Income Conductor or similar
  • Demonstrated experience supporting key business decisions through detailed analytics

If you are a high performer and would like to work for an equally high performing company and you think the above opportunity is appropriate for you, we invite you to submit your resume in Microsoft Word format to

We treat all resumes with strict confidentiality. We will always contact you first before submitting your resume to our client(s) for review. If you do not receive correspondence, you are not a fit for this position.

At Venteon our talent acquisition team is proud to provide our clients with the most qualified Accounting & Finance, Engineering, IT and Administrative talent in the industry today.