Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

Job Description

Key Responsibilities

Financial Analysis & Executive Reporting

• Own the consolidation, reconciliation, and analysis of actuals to budgets/forecasts ensuring alignment with corporate strategy and financial objectives
• Lead performance analysis across business units and investment strategies, assessing actuals versus budget, forecast, and prior periods; clearly articulate variances and underlying drivers.
• Transform complex financial data into concise, executive-ready insights highlighting...