Director of Finance & FP&A — Strategic Wealth Forecasting

Hudson Gate Partners; Los Angeles (CA); On-site; USD 225,000 - 300,000; Full time

Job summary

A financial services firm in Los Angeles seeks a Director of Finance to oversee budgeting, forecasting, and financial statement creation. This senior role requires 7–10+ years of experience in accounting or finance, with a focus on tax strategy. The ideal candidate will collaborate with the CFO and lead various financial processes. A CPA is preferred. Competitive salary and a positive work culture are offered.

Qualifications

• 7–10+ years at a public accounting firm or financial services firm.
• Strong technical expertise in budgeting, forecasting, modeling, tax, strategy, and financial statement creation.
• Strategic thinker with collaborative execution skills.

Responsibilities

• Lead development of forecasting models including cash flow and KPIs.
• Own budgeting processes across entities and support long‑term financial planning.
• Partner with the CFO on capital planning and funding models.

Skills

Budgeting

Forecasting

Modeling

Tax strategy

Financial statement creation

Education

CPA preferred

Job description

A financial services firm in Los Angeles seeks a Director of Finance to oversee budgeting, forecasting, and financial statement creation. This senior role requires 7–10+ years of experience in accounting or finance, with a focus on tax strategy. The ideal candidate will collaborate with the CFO and lead various financial processes. A CPA is preferred. Competitive salary and a positive work culture are offered.