Finance Director

Daley And Associates, LLC; Boston (MA); On-site; USD 180,000 - 280,000; Full time

Job summary

Daley And Associates, LLC is assisting a world-leading investment firm by staffing a Finance Director to build out the finance and administrative function of a new insurance assets division. The FD will oversee NAV reviews, investor reporting, GAAP valuations, and cash management, and will hire and structure the team.

The role requires CPA or CFA, 10+ years in investment advisory or public accounting, and demonstrated ability to manage multiple stakeholders and create robust infrastructure and

Qualifications

• CPA or CFA certification required.
• 10+ years in either an investment advisor firm or public accounting firm.
• Ability to manage multiple stakeholders and priorities.
• Knowledge or experience creating infrastructure.
• Strong knowledge of systems, processes & controls.
• Strong attention to detail and analytical skills.

Responsibilities

• Build out the finance and administrative function for the new division.
• Hire a team and create the infrastructure to support the division.
• Execute NAV reviews and investor capital reporting.
• Perform US GAAP valuations and expense allocations.
• Oversee cash management and related financial operations.
• Interact with internal and external stakeholders daily.

Education

CPA or CFA

Job description

Finance Director

Our client is one of the world's largest investment firms. They have started a new investment division geared towards investing in insurance assets, including life insurance, annuities, P&C, Long-term care, etc. This is a small investment group just starting out in a massive investment firm. Our client is looking for a Finance Director (FD) to build out the finance and administrative function of this division. This is the top finance professional for this team. The FD will interact daily with internal and external stakeholders. Internal stakeholders could include the investment teams, portfolio management teams, legal, tax, operations, etc. External stakeholders could include third-party administrators, legal, auditors, etc. The FD must be able to hire a team and create an infrastructure to support the new division. This includes executing NAV reviews, investor capital reporting, US GAAP valuations, expense allocations, cash management, etc. If you want to be part of a highly visible growth team inside one of the world's largest investment companies

Requirements

• CPA or CFA
• 10+ years in either an investment advisor firm or public accounting firm
• Ability to manage multiple stakeholdersand priorities
• Knowledge or experience creating infrastructure
• Strong knowledge of systems, processes & controls
• Strong attention to detail and analytical skills