Finance Director, Insurance Asset Management & Growth

Daley And Associates, LLC; Boston (MA); On-site; USD 200,000 - 300,000; Full time

Job summary

Daley And Associates, LLC is seeking a senior finance leader to serve as the primary day-to-day finance lead for its insurance-focused asset management business. You will own the finance function, oversee NAV reviews, investor reporting, and cash management, and partner with investment teams and senior stakeholders.

The role requires 12+ years in investment advisory or public accounting, deep US GAAP knowledge, and strong stakeholder management.

Qualifications

• 12+ years of experience in investment adviser and/or public accounting firm.
• Strong asset management finance experience; insurance industry experience is a plus, but not required.
• Familiarity with complex investment structures, private investments, fund-of-funds, derivatives, or structured assets.
• Strong understanding of US GAAP, fund reporting, valuations, and audit processes.
• Excellent analytical, communication, and stakeholder management skills.
• Bachelor's degree in accounting, finance, or a related field.

Responsibilities

• Lead the day-to-day finance function for an insurance-focused asset management business.
• Oversee NAV reviews, investor capital reporting, consolidations, US GAAP valuations, expense allocations, and cash management.
• Manage year-end audits and relationships with external auditors and fund administrators.
• Build scalable finance processes and infrastructure to support continued growth.
• Partner with investment, portfolio management, legal, tax, compliance, and operations teams.
• Support investment monitoring, valuation committee materials, and complex ad hoc reporting requests.

Skills

Finance leadership

NAV reviews

US GAAP

Investor reporting

Audits

Stakeholder management

Financial planning

Budgeting

Private investments

Fund accounting

Cross-functional collaboration

Complex structures

Education

Bachelor's degree in accounting/finance

Job description

Daley And Associates, LLC is seeking a senior finance leader to serve as the primary day-to-day finance lead for its insurance-focused asset management business. You will own the finance function, oversee NAV reviews, investor reporting, and cash management, and partner with investment teams and senior stakeholders.

The role requires 12+ years in investment advisory or public accounting, deep US GAAP knowledge, and strong stakeholder management.