Director, Finance

Geode Capital Management, LLC; Boston (MA); On-site; USD 170,000 - 210,000; Full time

Benefits offered by this job

Hybrid working arrangements

401K Matching

Annual Profit Sharing

Tuition reimbursement

Commuter benefits

Job summary

Geode Capital Management, LLC in Boston, MA is seeking a Director of Finance with 10+ years of finance experience to lead FP&A, pricing strategy, and profitability analyses. Reporting to the Head of Finance & Accounting, this role partners with business leaders to deliver actionable insights and drive long‑term value.

The position oversees FP&A, pricing and profitability, and resource allocation, building scalable analytics and dashboards.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 10+ years of progressive finance experience, including FP&A.
• Experience in asset management or similar complex financial environment.
• Proven ability to lead budgeting, forecasting, and financial modeling.
• Advanced Excel and data analysis skills.
• Excellent communication and presentation abilities.
• Detail-oriented with strategic focus.

Responsibilities

• Lead budgeting, forecasting, long-range planning, and financial modeling.
• Develop forward-looking analyses to identify financial risks and opportunities.
• Partner with senior leadership to evaluate performance, initiatives, and investments.
• Perform management fee, pricing, and profitability analyses.
• Evaluate financial implications of different fee structures and growth scenarios.
• Oversee FP&A and mentor the FP&A Manager and Finance Data Analyst.
• Enhance management reporting, dashboards, and KPIs for decision making.
• Support executive reporting on financial performance and priorities.

Skills

Advanced Excel

Financial modeling

Data analysis

Strong communication

Presentation skills

Strategic thinking

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

CPA/CFA preferred

Tools

Excel

Financial systems

Job description

Geode Capital Management is a global systematic investment manager.

With a robust infrastructure and talented investment professionals, Geode offers clients the scale of a large asset management firm, with benefits of a versatile platform - flexibility and customization. Our firm is able to offer institutional investors the essential building blocks for today's changing investment landscape.

The talent we hire at Geode today helps us shape the future of investment management tomorrow, while allowing individuals to thrive and grow in a positive dynamic environment. Geode seeks to enhance the employee experience with a culture of engagement, wellness, and inclusion.

Our headquarters are located in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs.

Workplace Inclusion Statement:

Geode recognizes the value that employees' individual differences can bring to the workplace. These differences may include attributes such as gender, race, ethnicity, sexual orientation or age, and may also include differences in styles of work, communications or thinking. The firm endeavors to createan inclusive work environment:

• That supports the firm’s beliefs, values and business objectives
• That fully leverages all employees' contributions to Geode's success
• Where employees are treated with dignity and respect
• That challenges employees to grow and develop professionally
• That fosters innovation and creativity
• That encourages employees to demonstrate initiative, individual responsibility and teamwork to achieve business goals

Partnerships:

Geode supports inclusivity and gender equality through various corporate partnerships. In addition, Geode supports many other organizations that coincide with our mission to enhance our community.

EMPLOYEE CONNECTION THROUGH EMPLOYEE RESOURCE GROUPS

Our people are our greatest asset. As a firm, we all come together daily for a morning meeting where we review market highlights and share any firm updates or announcements.

Our Employee Resource Groups provide opportunities for our employees to connect internally and externally, create informal mentoring relationships and strengthen their leadership skills.

The Geode Women's Exchange Network (WE!)

The Geode Women’s Exchange’s mission is to motivate, challenge, encourage and support Geode's employees with a focus on Geode's female representation. WE! is designed to help female professionals both personally and professionally, as well as be a resource to others at the firm and to give back to those less fortunate outside of the firm.

Geode Diversity and Inclusion (GDI)

GDI encourages a positive work environment by actively contributing to Geode’s mission and, values and promoting diversity and inclusion. GDI helps to further enhance the Geode community and focuses on efforts such as internal and external awareness building, community engagement and professional development.

Geode EVOLVE - Employee Experience Working Team

EVOLVE's mission is to establish firm initiatives around culture, value and purpose to shape the future of work and create initiatives that make Geode a great place to work.

Geode Capital Management provides a generous and comprehensive benefit package. In addition to our Medical, Dental, and Vision Insurance plans, we offer:

• 401K Matching and Annual Profit Sharing Contributions
• $2,500 annual charitable match
• Health Savings Accounts
• Medical and Dependent Care Flexible Spending Accounts
• Tuition Reimbursement / CFA and Certificate Reimbursements
• Student Debt Employer Contributions
• Fitness Reimbursement
• Employee Referral Bonus Program
• Generous Time off package that includes PTO and Volunteer Time Off
• Adoption and Surrogacy Assistance
• Supplemental Benefits including Voluntary Life, AD&D, STD and LTD
• Commuter Benefits including 50% share of transit expense
• Employee discount programs
• Volunteer opportunities and employee events
• Family care assistance
• Hybrid working arrangements

Position: Director, Finance

Location: Boston, MA

Job Id:472

# of Openings:1

Geode Capital Management, LLC is seeking a highly motivated and experienced Director of Finance to help lead and evolve the firm's financial management, business decision support, and strategic finance capabilities. Reporting to the Head of Finance & Accounting, this individual will partner closely with business leaders to provide actionable financial insights, support strategic initiatives, evaluate business performance, provide proactive FP&A analysis, and help drive long‑term value creation across the firm.

The Director of Finance role will play a key role in overseeing financial planning and analysis, pricing and fee strategy, profitability assessment, resource allocation and business case evaluation. This role is designed to strengthen Finance's ability to proactively identify risks and opportunities, model financial outcomes across multiple scenarios, and provide senior management with timely, data‑driven recommendations to make informed decisions.

The Director of Finance will oversee the FP&A function, manage and develop the FP&A Manager and Finance Data Analyst, and help elevate the analytical capabilities, rigor, and scalability of the broader Finance organization.

This role is based in our office in Boston, Massachusetts. You are required to follow the firm’s policy on in‑office attendance. Our current policy requires in‑office attendance on Tuesday, Wednesday, and Thursday, and then provides an option to work remotely on Monday and Friday. Please note that Geode may modify this policy at any time.

Responsibilities:

• Lead the firm’s budgeting, forecasting, long‑range planning, and financial modeling processes.
• Develop forward‑looking analyses to identify financial risks, opportunities, and cost exposures proactively.
• Partner with senior leadership to evaluate business performance, strategic initiatives, hiring plans, technology investments, and resource allocation through scenario modeling and financial analysis to support strategic decision‑making.
• Perform management fee, pricing, and profitability analyses across investment strategies, and products.
• Evaluate the financial implications of different fee structures, asset levels and growth scenarios.
• Provide effective review, oversight, and mentorship to direct reports to ensure high‑quality analytical outputs.
• Enhance management reporting, dashboards, and key performance indicators to improve transparency and decision making.
• Support executive management with Board, leadership, and stakeholders reporting on financial performance and strategic priorities.
• Drive improvements in financial planning, reporting, data analytics, automation, and business intelligence capabilities across the Finance function.

Required:

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 10+ years of progressive finance experience, including significant FP&A responsibility and experience.
• Experience within asset management, investment management, financial services, or a similarly complex financial environment.
• Demonstrated success leading budgeting, forecasting, strategic planning, and financial modeling processes.
• Advanced financial modeling and analytical capabilities.
• Exceptional Excel, financial systems, and data analysis skills.
• Strong communication and presentation abilities.
• Ability to balance strategic thinking with hands‑on execution.
• Detail‑oriented while maintaining a focus on the broader business objectives.

Company Overview:

Founded in 2001, Geode is headquartered in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs and employs approximately 200 employees.

Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $2 trillion. With robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.

Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset.

Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid family parental leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness reimbursement, and commuter subsidy reimbursements, charitable donation matching, family care assistance including a backup care benefit, and adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode.

Geode is proud to be an equal opportunity employer and support a diversified work environment.

Geode is proud to be an equal opportunity employer and we recognize the value that employees' individual differences can bring to the workplace.

Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.com/careers .