Director of Financial Planning and Analysis

Mission Staffing; Boston (MA); Sur place; USD 180 000 - 240 000; Plein temps

Avantages offerts par ce poste

Comprehensive benefits

In-office snacks & meals

Gym access

Résumé du poste

Mission Staffing is seeking a Director, Financial Planning & Analysis to support the family office of a leading alternative investment management firm in the Boston area. The role requires a self-starting professional who can handle highly confidential information and drive process improvements, directly collaborating with family principals and external advisors.

The ideal candidate will lead FP&A and investment administration, oversee budgeting, cash and investment reporting, and coordinate

Responsabilités

• Lead financial planning and investment administration functions for the family office, serving as the principal financial point of contact for the family
• Oversee recurring reporting deliverables, including cash reporting, unfunded-commitment reporting, and net asset/investment schedules, plus the 10-year financial projection model and annual budgeting cycle
• Lead diligence coordination on new investment opportunities, including entity structuring, and execution of new investments
• Partner with estate counsel and principals on estate documentation, gifting strategy, lifetime exemption tracking, and wealth transfer planning
• Manage external credit facilities and intra-family loan tracking
• Take on special projects and analyses as directed by principals

Connaissances

Financial planning

Investment administration

Reporting & budgeting

Stakeholder management

Description du poste

New Director, Financial Planning & Analysis opening supporting the family office of a leading alternative investment management firm!

The ideal candidate is a self-starter who is capable of managing complex and highly confidential information while driving process improvement. This is an exciting opportunity for a detail-oriented professional with sound financial judgment and discretion, seeking to work directly with a family's principals and their outside advisors at a top-tier alternative investment firm.

About the Firm

• Based in Boston, MA
• Leading global alternative investment manager
• Tight knit, high-trust team environment
• Comprehensive benefits, including health, life, and disability insurance, generous PTO, and 401(k)
• Snacks, lunches covered in office, gym, other fringe benefits
• High level of exposure to firm principals and outside advisors

Responsibilities

• Lead financial planning and investment administration functions for the family office, serving as the principal financial point of contact for the family
• Oversee recurring reporting deliverables, including cash reporting, unfunded-commitment reporting, and net asset/investment schedules, plus the 10-year financial projection model and annual budgeting cycle
• Lead diligence coordination on new investment opportunities, including entity structuring, and execution of new investments
• Partner with estate counsel and principals on estate documentation, gifting strategy, lifetime exemption tracking, and wealth transfer planning
• Manage external credit facilities and intra-family loan tracking
• Take on special projects and analyses as directed by principals