Overview
Head of Finance Jobs in Charlotte, NC at Strategic Wealth Designers
Title: Head of Finance
Company: Strategic Wealth Designers
Location: Charlotte, NC
Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sqft office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.
At Strategic Wealth Designers (SWD), we don’t hire to fill seats. We hire people who move the needle. We set a high bar and expect you to raise it. We measure ourselves by results and build systems that scale rather than excuses that justify misses. We value discipline, extreme ownership and real outcomes.
Titles don’t impress us. Outcomes do.
The Mission
You’re not here to report numbers. You’re here to own the financial engine that drives predictable profitable growth.
You will build a finance function that:
- Protects cash
- Expands margins
- Gives leadership real-time clarity
- Enables confident, data-backed decisions
This is not a “report the numbers” role.
This is an own the numbers and their impact role.
If the company grows profitably and predictably, you did your job.
If margins slip, cash tightens or forecasts miss, you own it, diagnose it and fix it.
What Winning Looks Like
You’ll know you’re winning when:
- Forecasts are accurate and trusted
- Cash is cleanly tracked and optimized
- We spot risks before they hurt performance
- Leadership has visibility into all financial levers
- You build systems that would scale across multiple businesses
We track numbers to improve outcomes, not justify work.
What You’ll Be Responsible For
The Head of Finance will be responsible for the overall financial health and strategic financial direction of the organization. This role combines hands-on accounting leadership with forward-looking financial planning and enterprise strategy. The ideal candidate is both operationally rigorous and strategically minded. This role requires a leader who can operate both in the details and with forward-looking financial strategy and business insight.
Financial Leadership and Strategy
- Translate financial data into actionable business strategy
- Lead long-range financial planning to support growth and expansion
- Develop and execute financial strategies aligned with company objectives and long-term value creation
You are the filter between ideas and financial reality.
FP&A and Performance Management
- Own budgeting, forecasting, and deep financial modeling
- Build dashboards that track leading, not lagging, indicators
- Identify and eliminate margin leaks and inefficiencies
- Align expenses with strategic priorities and revenue realities
We don’t track numbers for reporting. We track them to improve them.
Accounting and Financial Operations
- Oversee accounting operations and close processes with precision
- Maintain strong internal controls and governance
- Drive continuous improvement of financial processes and systems
- Own GAAP-compliant financial reporting
You don’t just maintain, you improve.
Minimum Requirements:
- Bachelor’s degree in Accounting or Finance
- 8-12 plus years of progressive finance and accounting experience
- Experience owning full accounting and FP&A functions
- Proven track record building or scaling financial systems and controls
- Deep financial modeling and forecasting ability
- Strong analytical judgment
- Able to operate both strategically and tactically
- Experience with NetSuite preferred
Who you are
- A strategic thinker
- You think in outcomes, not tasks
- You set the bar for accuracy and performance
- You execute with discipline, speed and clarity
- You communicate clearly with data, not ambiguity
- You’re calm under pressure and decisive with information
- You build systems that reduce chaos
You don’t just get work done; you build the processes that make great work repeatable.
Who This is Not For
This is not for someone who:
- Only wants to keep the books
- Avoids accountability for outcomes
- Needs perfect conditions to act
- Hides behind reports instead of driving improvements
- Is unwilling to get deep into the details
Position Details:
- Compensation: Starting salary range is $XX, plus a generous benefits package and bonus dependent upon firm profitability and growth in revenue generated from ancillary services.
- Benefits: We offer a comprehensive benefit package designed to support your health, family and growth.
Some key offerings:
-Employer sponsored Medical, Dental & Vision plans along with additional ancillary
options
-Employer match program for 401(k), eligible for both Tradition and Roth accounts
-$2,500 annual Professional Development budget to support your growth
-Generous Paid Time Off package and Company-wide Holidays
Our Core Values:
- Absolute Ownership: We take full responsibility for outcomes, follow through on our commitments, and solve problems without passing the buck.
- Selflessness: We put the team and clients first, collaborate openly, and measure success by shared wins, not individual credit. We recognize that our strength lies in unity.
- Tenaciously Driven: We pursue excellence relentlessly, push past obstacles, and refuse to settle for the status quo.
- Coachable Mindset: We stay open to feedback, committed to learning, and focused on continuous improvement no matter how skilled or experienced we are.
- Compassionate Honesty: We speak the truth with empathy, delivering clear, respectful feedback that strengthens trust and relationships.
