• Lead the annual budgeting and quarterly forecasting processes for corporate and field distribution units. • Build, maintain, and improve robust financial models to forecast revenue, commissions, operating expenses, headcount, and profitability. • Partner with business leaders to align financial forecasts with operational strategies and business initiatives. • Prepare monthly and quarterly financial reporting packages, including KPI dashboards, variance analysis, trend reports, and executive level summaries. • Analyze financial performance for firms, financial professional compensation structures, product revenue channels, and expense categories. • Identify business risks, emerging trends, and opportunities for revenue optimization or cost efficiencies. • Act as a finance partner to distribution leaders, field offices, and operational management. • Provide data driven insights that support recruiting, productivity improvement, territory expansion, and financial professional retention efforts. • Educate nonfinance stakeholders on financial concepts to support better decision making. • Support the implementation or optimization of financial systems, BI tools, and data automation. • Drive standardization of reporting and analytical approaches across the organization. • Support strategic initiatives such as new compensation design, geographic expansion analysis, product profitability, and cost benefit evaluations. • Conduct ad hoc analyses for senior leadership and contribute to board level reporting materials.