Director, Financial Planning and Analysis chez EP Wealth Advisors, LLC

Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Our office in Torrance, CA is hiring for a Director of Financial Planning and Analysis. The Director, Financial Planning & Analysis (FP&A;) is a key leadership position within the Finance team, reporting directly to the Chief Financial Officer. This leader will combine technical excellence in forecasting, budgeting, and analysis with strong interpersonal acumen and emotional intelligence. The Director will foster trust and collaboration across Finance, Operations, and Executive teams while ensuring alignment with EP’s values of Integrity, Entrepreneurial, Inclusion and Connection.  Success in this role requires more than technical expertise—it demands curiosity, humility, and respect. The Director of FP&A; models EP’s values by maintaining integrity, fostering inclusion, and promoting a collaborative and solutions-oriented environment. This leader balances strategic insight with empathy and a genuine desire to develop and empower others.

This individual must thrive under pressure, maintain composure in fast-paced environments, and lead with empathy and accountability. The role requires a balance of analytical rigor and people skills to drive performance, inspire teams, and build scalable processes for continued growth. We are seeking a well-rounded leader who not only drives performance but also inspires people. The ideal candidate balances analytical precision with emotional intelligence, thrives under pressure, and embodies the collaborative spirit that defines EP Wealth Advisors. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. 

This is a hybrid role located in our HQ office in Torrance

Salary Range: $180,000 - $215,000 plus annual bonus 

Duties and Responsibilities:

• Lead and mentor a team of financial analysts, fostering collaboration, growth, and accountability
• Cultivate a culture of emotional intelligence and resilience, encouraging professional development and composure under stress
• Inspire and motivate the FP&A; team, modeling adaptability and alignment with firm standards.
• Oversee the preparation of budgets, forecasts, and variance analyses with accuracy and insight.
• Translate complex financial data into clear, actionable recommendations for leadership and business partners.
• Build scalable reporting frameworks to support EP’s growth trajectory.
• Partner with senior leadership and department heads to drive informed decision-making.
• Provide financial leadership and strategic support for M&A; diligence, integration, and long-term planning. Communicate financial implications and opportunities in clear, accessible language to non-financial stakeholders.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field (MBA, CFA, or CPA preferred).
• 7–10 years of experience in FP&A;, including team leadership and executive collaboration.
• Prior experience in investment banking or private equity strongly preferred.
• Proven ability to lead with empathy, high EQ, and effective communication across teams.
• Demonstrated success managing competing priorities in fast-paced, high-growth environments.
• Advanced proficiency in financial modeling and reporting tools (Excel, Power BI, MS Business Solutions).
• Experience in wealth management or private equity-backed environments a plus.

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays + 2 Floating Holidays
• 3 Weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

#LI-Hybrid

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.