Director, FP&A & Wealth Planning – Family Office

Audax Group; Boston (MA); On-site; USD 205,000 - 235,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Paid time off

401(k)

Job summary

Audax Group, based in Boston, leads a family office FP&A function overseeing budgeting, cash reporting, tax coordination, investment administration, and estate planning with outside advisors. The role requires high discretion, strong financial modeling, and excellent communication with principals and external advisers; it involves confidential wealth matters and cross-functional collaboration.

Massachusetts base salary range is $205,000–$235,000 with potential annual incentive.

Qualifications

• Bachelor's degree in finance, Accounting, or a related field; CPA, CFA, or MBA preferred.
• 8+ years of progressive experience in a family office, private wealth platform, alternative investment manager, public accounting firm, or related financial services environment.

Responsibilities

• Oversee preparation and review of recurring reporting deliverables, including weekly consolidated cash reporting, monthly unfunded-commitment reporting, and quarterly net asset and investment schedules across all reporting entities
• Direct the build and maintenance of the 10-year financial projection model, including the bridge reconciling projections to the weekly cash position
• Manage the annual budgeting cycle and monthly budget-to-actual reporting, providing high-level review and commentary for principal review
• Oversee quarterly reporting for family trusts and related entities, and coordinate monthly and inception-to-date reporting for donor-advised fund activity
• Respond to and manage ad hoc financial reporting requests as they arise

Skills

Analytical modeling

Communication

Leadership

Discretion

Attention to detail

Independent work

Stakeholder management

Education

Bachelor's degree in finance/Accounting

CPA/CFA/MBA preferred

Tools

Anaplan

Investran

PowerBI

Excel

Job description

Audax Group, based in Boston, leads a family office FP&A function overseeing budgeting, cash reporting, tax coordination, investment administration, and estate planning with outside advisors. The role requires high discretion, strong financial modeling, and excellent communication with principals and external advisers; it involves confidential wealth matters and cross-functional collaboration.

Massachusetts base salary range is $205,000–$235,000 with potential annual incentive.