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Margins, accruals, and forecasts are the language here, and Wealth Partners seeks a Financial Planning Manager fluent in all three. Step into a Financial Planning Manager position at Wealth Partners where $84,000 - $126,000, team support, and career growth come standard.
Key Responsibilities
- Prepare board-ready financial packages and agile executive summaries
- Support the Financial Planning Manager in modeling pricing, margins, and unit economics
- Forecast working capital tight enough to avoid an endlessly-iterating cash crunch
- Lead the Wealth Partners audit preparation and serve as primary contact for external auditors
- Translate the finance cost structure into a pricing floor leadership trusts
- Reconcile payroll liabilities so the MT filings never bounce
What You'll Bring
- The discipline to document while it's fresh, not after it's forgotten
- A team player who lifts up colleagues and shares credit
- Demonstrated calm when a Great Falls, MT client changes scope mid-stream
- Familiarity with the rhythms of a quality-focused part-time team
- The humility to revise strong opinions when the data argues back
- At least 7 years of standing behind your own estimates
For all its deeply-curious ambition, Wealth Partners still operates like the scrappy Great Falls startup that first cracked finance years ago. The pace is energetic but humane, and we treat protecting your time off as part of the work.
We value work-life balance, so expect $84,000 - $126,000, flexible hours, paid sabbaticals, and a supportive mentoring program.
Reposted with today's stamp, the Great Falls, MT opening still needs filling.
Your next $84,000 - $126,000 opportunity is one application away, so why keep it waiting?