Vice President of Finance
About Beacon Light Wealth Management Beacon Light Wealth Management is a premier, client-centric wealth management firm dedicated to providing comprehensive financial planning, investment management, and holistic wealth solutions to high-net-worth individuals, families, and business owners. Guided by a commitment to transparency, innovation, and elite service, we help our clients navigate their financial futures with clarity and confidence. Operating on a fully remote structure across the United States, we cultivate a high-performance corporate culture rooted in collaboration, execution, and continuous professional growth. Job Title: Vice President of Finance Location: United States (100% Remote) Job Type: Full-time Experience Level: Executive / Senior Leadership Role Summary We are seeking a strategically minded and execution-focused Vice President of Finance (VP of Finance) to lead and scale our enterprise financial architecture. Reporting directly to the Chief Executive Officer (CEO) / Chief Operating Officer (COO), the VP of Finance will oversee all aspects of corporate finance, financial planning and analysis (FP&A), corporate accounting, tax strategy, and regulatory financial reporting. As a remote executive leader, you will serve as a key business partner to the executive team, transforming financial data into strategic insights that drive revenue generation, operational efficiency, and margin expansion. The ideal candidate brings extensive corporate finance and accounting leadership from within the Registered Investment Advisor (RIA), wealth management, or financial services ecosystem, possesses deep knowledge of fee-based revenue models, and thrives in a technology-driven, distributed work environment.
Key Responsibilities
Strategic Financial Leadership: Architect, implement, and manage the firm’s long-term financial strategy, capital allocation models, and corporate growth objectives. Advanced FP&A & Forecasting: Lead the enterprise-wide annual budgeting, multi-year financial modeling, forecasting, and scenario planning processes to support rapid scaling. Corporate Accounting & Controls: Oversee the month-end close, revenue recognition, accounts payable/receivable, payroll, and cash management functions; ensure institutional-grade internal financial controls. AUM & Revenue Analytics: Analyze complex assets under management (AUM) trends, tier-based advisory fee structures, advisor payout models, and operational unit economics to optimize profitability. Executive Financial Reporting: Prepare and deliver monthly, quarterly, and annual executive financial reporting packages, profitability dashboards, and KPI metrics directly to the C-suite and board. Tax, Audit & Compliance: Coordinate with external CPA firms for corporate tax planning and compliance; ensure strict adherence to GAAP standards and regulatory financial requirements (SEC/FINRA). M&A Financial Due Diligence: Provide financial modeling, valuation analysis, and operational due diligence support for potential RIA acquisitions, team lift-outs, and strategic partnerships. FinTech & ERP Optimization: Scale and upgrade the firm's corporate financial tech stack and cloud ERP systems to automate workflows and minimize manual intervention. Qualifications & Skills Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. An MBA, Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) designation is highly preferred. Experience: 8+ years of progressive corporate finance and accounting experience, with at least 3+ years in a senior leadership capacity (e.g., Director of Finance, VP, or Controller) specifically within the Wealth Management, RIA, multi-family office, or asset management sectors. Industry Acumen: Profound understanding of RIA revenue structures, custodial platform metrics, advisor compensation modeling, and wealth management operational drivers. Technical Mastery: Elite proficiency in corporate financial modeling and advanced cloud ERP/accounting software (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise) alongside modern FP&A and BI analytics platforms. Distributed Executive Presence: Proven ability to effectively manage, inspire, and drive accountability within a 100% remote, multi-state corporate environment. Communication: Exceptional verbal and written English communication skills, with a proven ability to articulate complex financial narratives simply to non-finance executive stakeholders.
What We Offer
Executive-level base salary paired with a highly lucrative performance bonus and equity-aligned long-term incentives. Premium, comprehensive medical, dental, and vision insurance packages. 401(k) retirement plan featuring an enhanced corporate matching program. Flexible, unlimited Paid Time Off (PTO) policy. Generous executive home-office setup stipend and recurring technology/internet allowances. Dedicated funding for ongoing professional development, corporate memberships, and executive certifications.