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Director Financial Jobs in Colorado (NOW HIRING)

Mercer Advisors

Director, Financial Planning

Denver, CO · On-site +1

The Director, Financial Planning takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process.

Exclusive Resorts, LLC

Director, FP&A

Denver, CO · On-site

$140 - $210/hr

Director of FP&A is a senior individual contributor responsible for the analytical engine of Exclusive Resorts and onefinestay centralized finance and FP&A function. This role owns the annual budget ...

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Director Financial information

What does a director financial do?

A Director of Financial, often known as a Director of Finance, oversees an organization's financial operations, strategies, and planning. They are responsible for budgeting, forecasting, financial reporting, and ensuring compliance with regulations. They work closely with executive leadership to guide financial decisions, manage risks, and support overall business growth. Additionally, they may supervise finance teams and coordinate audits and investments. Their role is crucial for maintaining the financial health of a company.

What are the key skills and qualifications needed to thrive as a director financial, and why are they important?

To thrive as a Director of Finance, you need advanced knowledge of financial management, budgeting, forecasting, and accounting principles, typically supported by a degree in finance, accounting, or a related field and often a CPA or MBA. Expertise with financial software systems such as SAP, Oracle, or QuickBooks, and proficiency in data analysis tools like Excel, is crucial. Strong leadership, strategic thinking, and communication skills help you guide teams and clearly convey complex financial information to stakeholders. These skills ensure sound financial decision-making, regulatory compliance, and effective leadership of financial operations within an organization.

How does a director financial typically collaborate with other departments within an organization?

A Director of Financial Operations works closely with department heads, executive leadership, and cross-functional teams to align financial strategies with organizational goals. They often participate in strategic planning meetings, provide financial analysis to support decision-making, and ensure budget compliance across departments. Effective collaboration is crucial, as the director must communicate complex financial information in an accessible way and facilitate cooperation on projects such as forecasting, cost-saving initiatives, and financial reporting. Building strong relationships with other leaders helps drive the organization’s financial health and supports continuous process improvement.

What is the difference between Director Financial vs Financial Manager?

AspectDirector FinancialFinancial Manager
CredentialsBachelor's degree, CPA or CFA often preferredBachelor's degree, CPA or CFA often preferred
Work EnvironmentStrategic planning, executive meetings, high-level decision makingFinancial reporting, team management, operational tasks
Employer & Industry UsageLarge corporations, finance departments, multinational companiesCorporations, small to medium businesses, finance departments

The main difference between a Director Financial and a Financial Manager lies in their scope and focus. The Director Financial typically oversees the entire financial strategy and works closely with executive leadership, while the Financial Manager handles day-to-day financial operations and reporting. Both roles require similar credentials but differ in strategic versus operational responsibilities.

What are the most commonly searched types of Financial jobs in Colorado?

The most popular types of Financial jobs in Colorado are:

What cities in Colorado are hiring for Director Financial jobs?

Cities in Colorado with the most Director Financial job openings:

Director Financial jobs near you
Infographic showing various Director Financial job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Director, Financial Planning

Mercer Advisors

Denver, CO • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Director, Financial Planning takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process. In addition, this role leads a team of planners that delivers financial planning, including training and oversight. 

Essential Job Functions:

  • Develop and maintain unified financial planning processes that drives efficiency for client service teams.
  • Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group.
  • Collect, codify, and disseminate best practices related to financial planning production.
  • Develop and maintain "playbook" on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service.
  • Proactively modify internal systems to support and enhance the financial planning experience.
  • Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring.
  • Cultivate superior relationships with wealth management team members in support of the financial planning process.
  • Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery.
  • Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization.
  • Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry.

Qualifications and Skills:

  • Bachelor's degree required
  • 10+ years of successful experience in the financial services industry
  • CFP® (Certified Financial Planning) designation required. Additional credentials preferred.
  • Ability to create content and deliverables in high volume, fast-paced environments
  • Track record of success with ultra-high net worth clients and complex financial planning situations
  • Experience determining the needs of advisors, partners and prospects through investigative questions, offering solutions and asking for the right actions.
  • Proficiency in public speaking, to clients, prospective clients, and advisors, including large groups.
  • Successful track record of creating and implementing new programs and ideas across the organization.
  • Deep understanding of the financial planning profession and a forward-looking mindset
  • Skilled understanding of the business development environment, including channel partners
  • Comprehensive industry, financial planning, and investment management knowledge
  • Excellent communication, presentation, listening and analytical skills.
  • Strong attention to detail, and exceptional follow through
  • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
  • Established and active industry network

Work Schedule:  This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time.

Application Deadline: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.  This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. 

Base Pay Range
$91,800—$108,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

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