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Summit Financial Partners Jobs (NOW HIRING)

Summit BHC

Manager of Financial Reporting

Summit, NJ · On-site

$108K - $147K/yr

Manager of Financial Reporting | Summit Healthcare Mgmt | Franklin, Tennessee About the Job: $10 ... Partner with Corporate Accounting to support timely and accurate month-end and year-end close ...

Summit BHC

Manager of Financial Reporting

Franklin, TN · On-site

$100K - $136K/yr

Manager of Financial Reporting | Summit Healthcare Mgmt | Franklin, Tennessee About the Job ... Partner with Corporate Accounting to support timely and accurate month-end and year-end close ...

Summit Credit Union

Mortgage Loan Officer

Waukesha, WI · On-site

Do you thrive on connecting with referral partners, building trust with clients, and guiding members through the home financing journey? If so, Summit Credit Union wants to meet you. At Summit , ...

Summit Credit Union

Mortgage Loan Officer

Portage, WI · On-site

Do you thrive on connecting with referral partners, building trust with clients, and guiding members through the home financing journey? If so, Summit Credit Union wants to meet you. At Summit , ...

Summit Credit Union

Mortgage Loan Officer

Waukesha, WI · On-site

Do you thrive on connecting with referral partners, building trust with clients, and guiding members through the home financing journey? If so, Summit Credit Union wants to meet you. At Summit , ...

Summit Credit Union

Mortgage Loan Officer

Portage, WI · On-site

Do you thrive on connecting with referral partners, building trust with clients, and guiding members through the home financing journey? If so, Summit Credit Union wants to meet you. At Summit , ...

Summit Credit Union

WI · On-site

$60 - $90/hr

Do you thrive on connecting with referral partners, building trust with clients, and guiding members through the home financing journey? If so, Summit Credit Union wants to meet you. At Summit , ...

New

Summit Credit Union

NY · On-site

$75 - $120/hr

Do you thrive on connecting with referral partners, building trust with clients, and guiding members through the home financing journey? If so, Summit Credit Union wants to meet you. At Summit , ...

New

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Summit Financial Partners information

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$31.5K

$71.6K

$115K

How much do summit financial partners jobs pay per year?

As of Sep 2, 2026, the average yearly pay for summit financial partners in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What is Summit Financial Partners?

Summit Financial Partners is a financial services firm that provides personalized financial planning, investment management, retirement planning, and wealth management services to individuals, families, and businesses. Their advisors work with clients to develop strategies to achieve financial goals, manage risk, and plan for the future. They may also offer services such as tax planning, estate planning, and insurance solutions, depending on client needs. Summit Financial Partners aims to provide comprehensive and tailored financial advice to help clients build and protect their wealth.

What is the typical team structure and collaboration style at Summit Financial Partners?

At Summit Financial Partners, teams are typically organized by client segment or specialty area, such as wealth management, retirement planning, or corporate benefits. Collaboration is highly valued, with financial advisors, analysts, and support staff working closely together to develop and implement client strategies. Regular team meetings, open communication channels, and mentorship from senior advisors help foster a supportive environment where new hires can learn and grow. This structure allows for knowledge sharing and ensures clients receive comprehensive, well-rounded financial guidance.

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

To thrive as a Financial Advisor, you generally need a solid background in finance, economics, or a related field, often supported by a bachelor's degree and relevant licenses such as Series 7 or CFP certification. Proficiency with financial planning software, CRM systems, and investment analysis tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help advisors build trust with clients. These skills and qualities are crucial for providing sound financial guidance, maintaining compliance, and fostering long-term client relationships.

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

AspectSummit Financial PartnersFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often required
Work EnvironmentFinancial firms, client offices, or remoteFinancial firms, client offices, or remote
Industry UsageFinancial services, wealth managementFinancial services, wealth management

Summit Financial Partners and Financial Advisors both operate within the financial services industry, often requiring similar credentials like CFP or CFA. While Summit Financial Partners may focus on specific client segments or services, Financial Advisors generally provide personalized financial planning and investment advice. Both roles typically work in similar environments, serving clients in wealth management and financial planning.

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What cities are hiring for Summit Financial Partners jobs?

Cities with the most Summit Financial Partners job openings:

What states have the most Summit Financial Partners jobs?

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Summit Financial Partners jobs near you
Infographic showing various Summit Financial Partners job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Manager of Financial Reporting

Summit BHC

Summit, NJ • On-site

$108K - $147K/yr

Full-time

Posted 28 days ago

Job description

Manager of Financial Reporting | Summit Healthcare Mgmt | Franklin, Tennessee

About the Job:

$10,000 Sign On Bonus!
PURPOSE STATEMENT:
The Manager-Financial Reporting & Analysis is responsible for leading the organization's financial reporting and analytical processes to support informed decision-making by executive leadership, the Board of Directors, lenders, and other key stakeholders. Reporting to the Vice President of Financial Planning & Analysis, this role oversees the preparation of monthly, quarterly, and annual internal and external financial reporting, including Board reporting, management reporting, lender reporting, variance analysis, and Management's Discussion & Analysis (MD&A).
This position plays a key role in the organization's financial planning activities by supporting budgeting, forecasting, revenue analysis, and corporate finance initiatives. The Manager is responsible for enhancing the quality, consistency, and efficiency of financial reporting through process improvements, reporting automation, dashboard development, and FP&A tools. Working collaboratively with Accounting, Revenue Cycle, Operations, Information Technology, and executive leadership, the role provides meaningful financial insights, strengthens internal controls and reporting processes, and supports strategic and operational decision-making. The Manager also maintains the highest standards of professionalism, confidentiality, and financial stewardship while fostering effective cross-functional partnerships and contributing to a culture of collaboration, accountability, and continuous improvement.

Roles and Responsibilities:

ESSENTIAL FUNCTIONS:

Financial Reporting & Analysis

  • Lead the monthly, quarterly, and annual financial reporting processes, including preparation of Management's Discussion & Analysis (MD&A).
  • Analyze financial results and prepare variance analyses for executive leadership.
  • Develop and maintain financial reporting packages for management, lenders, investors, and the Board of Directors.
  • Perform financial analysis and reporting related to healthcare revenue accounting.
  • Support executive leadership with financial reporting, insights, and presentations.

Financial Planning, Budgeting & Forecasting

  • Participate in the annual budgeting process and periodic reforecast cycles, partnering with operational and executive leadership to develop accurate financial plans.
  • Coordinate monthly forecasting activities, including revenue, labor, operating expenses, capital expenditures, and cash flow projections.
  • Assist leadership with financial analyses supporting operational and strategic initiatives.
  • Develop dashboards and key performance indicator (KPI) reporting to support informed decision-making.

Financial Systems, Reporting Optimization & Business Intelligence

  • Drive continuous improvement in financial planning, forecasting, and reporting processes.
  • Enhance reporting automation and data visualization capabilities.
  • Leverage financial planning and business intelligence tools to improve reporting and decision-making.
  • Support the implementation and optimization of FP&A systems and technologies.
  • Ensure consistency and accuracy across financial reporting systems and processes.

Financial Governance, Compliance & Internal Controls

  • Partner with Corporate Accounting to support timely and accurate month-end and year-end close activities.
  • Assist external auditors with year-end audit testing and support the execution of the internal controls review process, ensuring appropriate documentation is maintained for financial reporting activities.

Cross-Functional Partnership & Financial Support

  • Partner with Accounting, Revenue Cycle, Operations, Information Technology, and business teams to improve data quality and reporting consistency.
  • Serve as a finance resource by supporting financial operations across the organization and responding to finance- and accounting-related inquiries.
  • Build collaborative relationships with operational and executive leadership to provide financial guidance and support organizational objectives.

EDUCATION/EXPERIENCE/SKILL REQUIREMENTS:

  • Five or more years of public accounting, financial reporting or FP&A experience.
  • Big 4 experience preferred.
  • Experience working in healthcare industry strongly preferred.
  • Bachelor's degree in Accounting, Finance, or a related field required.
  • Experience with business intelligence tools such as Power BI preferred.
  • Advanced proficiency in Microsoft Excel and financial reporting tools.
  • Detail oriented and ability to manage deadlines.

LICENSES/DESIGNATIONS/CERTIFICATIONS:

Certified Public Accountant ("CPA") qualifications preferred.

WORK LOCATION:

This position is on-site at the Company's headquarters in Franklin, TN and is not a remote position.

SUPERVISORY REQUIREMENTS:

Two or more years of supervisory experience required

Why Summit Healthcare Mgmt?Summit Healthcare Mgmt offers a comprehensive benefit plan and a competitive salary commensurate with experience and qualifications. Qualified candidates should apply by submitting a resume. Summit Healthcare Mgmt is an EOE.

Veterans and military spouses are highly encouraged to apply. Summit BHC is dedicated to serving Veterans with specialized programming at our treatment centers across the country. We recognize and value the unique strengths of the military community in supporting our mission to serve those who have served.

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About Summit BHC

Sourced by ZipRecruiter

Summit BHC, based in Franklin, TN, USA, is a recognized leader in the field of addiction treatment and behavioral health care services. The company operates a nationwide network of treatment centers aimed at caring for individuals battling substance abuse and mental health disorders. Summit BHC was established with the mission to provide high-quality, addiction treatment and behavioral health services to those in need throughout the United States. With compassion, dignity, and respect as their core values, they endeavor to instill hope during the journey to recovery and beyond.

Industry

Health care and social assistance

Company size

501 - 1,000 Employees

Headquarters location

Franklin, TN, US

Year founded

2013

Social media

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