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Compass Financial Partners Jobs (NOW HIRING)

Compass Group

Financial Analyst

Mountain View, CA

$110K - $130K/yr

You will partner with Bon Appetit's and Compass' Site Leadership as well as Client Service Managers to focus on financial modeling and analysis to outline growth and determine financial opportunities ...

New

Compass Group

Financial Analyst

Mountain View, CA

$110K - $130K/yr

You will partner with Bon Appetit's and Compass' Site Leadership as well as Client Service Managers to focus on financial modeling and analysis to outline growth and determine financial opportunities ...

Compass Group

DIRECTOR, REGIONAL FINANCE

Bloomingdale, IL · On-site

$100K - $110K/yr

This role partners with operations and senior leadership to drive strong financial performance ... At Compass, we are committed to treating all Applicants and Associates fairly based on their ...

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Compass Financial Partners information

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$27.5K

$89.9K

$186.5K

How much do compass financial partners jobs pay per year?

As of Jun 8, 2026, the average yearly pay for compass financial partners in the United States is $89,912.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $110,000.00 per year, depending on experience, location, and employer.

What is the difference between Compass Financial Partners vs Financial Advisor?

AspectCompass Financial PartnersFinancial Advisor
CredentialsCFP, ChFC, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentFinancial planning firms, advisory firmsFinancial institutions, independent practices
Industry UsageUsed to describe professionals providing comprehensive financial planningGeneral term for professionals offering investment and financial advice

Both roles often require similar certifications and work in comparable environments. However, Compass Financial Partners typically refers to a specific firm or advisory group, while Financial Advisor is a broader term used across many firms and settings. Understanding this distinction helps clarify career paths and client services in the financial industry.

What are Compass Financial Partners?

Compass Financial Partners is a financial advisory firm that specializes in providing consulting and management services for retirement plans, institutional investors, and individuals. They offer services like investment consulting, fiduciary guidance, and financial wellness programs. Compass Financial Partners helps clients navigate complex financial decisions to achieve their financial goals, leveraging industry expertise and personalized strategies. The firm often works closely with employers to optimize retirement plan offerings and ensure regulatory compliance.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Compass Financial Partners, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and relevant certifications such as the CFP (Certified Financial Planner) or Series 7 and 66 licenses. Proficiency with financial planning software, CRM systems, and portfolio management tools is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust with clients distinguish top performers in this role. These skills ensure accurate financial guidance, regulatory compliance, and the development of lasting client relationships essential for long-term success.

How does a typical workweek look for financial advisors at Compass Financial Partners, and what are the main responsibilities involved?

At Compass Financial Partners, financial advisors typically spend their week balancing client meetings, portfolio reviews, and strategic planning sessions. Advisors are responsible for maintaining existing client relationships, onboarding new clients, and staying informed about financial markets and relevant regulations. Collaboration with internal teams, such as research analysts and compliance officers, is common to ensure clients receive well-rounded advice. The environment encourages proactive client communication and continuous professional development, fostering both individual and team growth.
Infographic showing various Compass Financial Partners job openings in the United States as of May 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $89,912 per year, or $43.2 per hour.
SALES FINANCE DIRECTOR-B&I (HYBRID-CHARLOTTE, NC)

SALES FINANCE DIRECTOR-B&I (HYBRID-CHARLOTTE, NC)

Compass Corporate

Charlotte, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

A family of companies and experiences

As the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great results. If you’ve been hungry and away from home, chances are you’ve tasted Compass Group’s delicious food and experienced our outstanding service. We have over 284,000 US associates who work in award-winning restaurants, corporate cafes, hospitals, schools, arenas, museums, and more in all 50 states. Our reach is constantly expanding to shape the industry and create new opportunities for innovation. Join the Compass family today!

great people. great services. great results.

Each and every individual plays a key role in the growth and legacy of our company. We know the next big idea can come from anyone. We encourage developing and attracting expertise that differentiates us as a company as we continue to raise the bar.

Job Summary:

The Sales Finance Director – B&I leads the financial strategy and execution of new business development efforts within the Compass Business & Industry sector. This role is responsible for shaping the financial and commercial approach to high-value, complex client opportunities, ensuring proposals are competitive, strategically structured, and aligned with long-term financial objectives.

Acting as a strategic partner to sales and operations leadership, the Director oversees pricing strategy, contract structuring, and financial risk assessment across the bid pipeline. This role provides executive-level guidance on deal economics, ensuring that financial models, assumptions, and proposals support both growth and sustainable profitability.

The Director also leads and develops a team of Sales Finance professionals, establishing best practices in financial modeling, benchmarking, and proposal development while driving consistency and rigor across the new business process.

This position is hybrid in Charlotte, NC and supports the Compass USA Business & Industry Sector.

Responsibilities:
  • Lead deal-level financial strategy for high-value and complex new business opportunities, shaping pricing, contract structures, and financial positioning.
  • Partner with sales and sector leadership to define bid strategy, balancing competitiveness, profitability, and risk across the pipeline.
  • Oversee development and validation of financial models and proformas, ensuring accuracy, consistency, and alignment with strategic objectives.
  • Establish and approve pricing strategies, guarantee structures, and financial frameworks for client proposals.
  • Provide executive oversight of labor models, cost builds, and operating assumptions, ensuring alignment with operational realities and financial targets.
  • Evaluate deal economics, margins, and return profiles, ensuring proposals meet internal performance thresholds and risk tolerance.
  • Lead financial risk assessment and mitigation strategies, including scenario modeling and sensitivity analysis for key deal variables.
  • Review and interpret RFP requirements, contract terms, and client financials to identify risks, opportunities, and structural considerations.
  • Present financial strategies, deal structures, and key risks to senior leadership during proposal reviews and approval processes.
  • Support contract negotiations by providing financial guidance on pricing, guarantees, and commercial terms.
  • Lead, mentor, and develop a team of Sales Finance Analysts and Managers, fostering strong financial acumen and consistent modeling practices.
  • Drive standardization and continuous improvement of financial modeling tools, benchmarking methodologies, and proposal processes.
  • Collaborate with operations, culinary, marketing, and finance leadership to align financial strategy with service delivery and client expectations.
  • Provide ongoing insight into market trends, competitive positioning, and benchmarking data to inform deal strategy.
  • Serve as a key financial advisor to leadership, influencing strategic decisions across the new business pipeline.
Qualifications:
  • Bachelor’s degree in Finance, Accounting, Business, or related field required
  • 7–10+ years of progressive finance experience, with exposure to pricing, deal modeling, or new business development
  • Experience in foodservice, hospitality, outsourcing, or support services industries strongly preferred
  • Proven ability to influence senior leadership and cross-functional stakeholders
  • Experience managing and developing high-performing finance teams
  • Advanced proficiency in Excel and financial modeling
  • Excellent communication and presentation skills, with ability to convey complex financial concepts clearly
  • Willingness to travel up to 15-20% of the time.

Apply to Compass Group today!

Click here to Learn More about the Compass Story

Compass Group is an equal opportunity employer.  At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.

Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. We encourage applicants with a criminal history (and driving history) to apply.

Compass Corporate maintains a drug-free workplace.

Applications are accepted on an ongoing basis.

Associates at Corporate are offered many fantastic benefits.

  • Medical
  • Dental
  • Vision
  • Life Insurance/ AD
  • Disability Insurance
  • Retirement Plan
  • Paid Time Off
  • Paid Parental Leave
  • Holiday Time Off (varies by site/state)
  • Personal Leave
  • Associate Shopping Program
  • Health and Wellness Programs
  • Discount Marketplace
  • Identity Theft Protection
  • Pet Insurance
  • Commuter Benefits
  • Employee Assistance Program
  • Flexible Spending Accounts (FSAs)

Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information.

https://www.compass-usa.com/wp-content/uploads/2023/08/2023_WageTransparency_CorpAndFoodbuy.pdf

Certain positions may require Florida Level 2 background screening. Details: https://info.flclearinghouse.com/ 

Req ID:  1519702

Compass Corporate 

Julia Vogel 

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