Finance Director, Strategy & Growth — M&A Leader

F.L.Putnam Investment Management Company; Boston (MA); On-site; USD 160,000 - 240,000; Full time

Job summary

F.L. Putnam Investment Management Company in Massachusetts seeks a seasoned Director of Finance to join the Corporate Finance Team.

The role partners with the COO/CFO and CEO to drive financial operations, reporting, budgeting, planning, and analysis across the firm. Key responsibilities include strategic finance and corporate development, financial management and reporting, budgeting and forecasting, treasury and cash management, compliance and risk controls, and building a high-performing

Qualifications

• Bachelor's degree in accounting, finance, economics, or related field required.
• MBA or CPA strongly preferred.
• Minimum 10 years of progressive accounting and finance experience.
• Minimum 5 years of leadership experience managing finance and accounting professionals.
• Experience within wealth management, asset management, financial services, or Registered Investment Advisor (RIA) organizations strongly preferred.
• Experience supporting acquisitions, integrations, or corporate development initiatives preferred.
• Strong knowledge of GAAP, financial reporting, budgeting, forecasting, and financial analysis.
• Advanced financial modeling and analytical capabilities.
• Strong proficiency in Microsoft Excel and financial reporting systems.
• Ability to communicate complex financial concepts clearly to non-financial stakeholders.
• Exceptional attention to detail and organizational skills.
• Demonstrated ability to manage multiple priorities and deadlines.
• Ability to exercise sound judgment and maintain strict confidentiality.
• Positive, solutions-focused mindset.
• Commitment to collaboration, accountability, and continuous improvement.

Responsibilities

• Strategic Finance & Corporate Development: partner on mergers, acquisitions, and strategic growth opportunities.
• Assist with financial due diligence, valuation analysis, integration planning, and post-transaction reporting.
• Support executive leadership with financial analyses related to new initiatives, market expansion, and business optimization.
• Provide scenario analysis and modeling to evaluate strategic alternatives and business risks.
• Financial Management & Reporting: direct preparation and review of monthly, quarterly, and annual statements and management reports.
• Ensure accuracy and integrity of accounting and reporting activities.
• Oversee general ledger, reconciliations, and month-/year-end close processes.
• Monitor performance against budget/forecast; identify trends, risks, and opportunities.
• Develop and maintain financial dashboards and KPIs for executives.
• Budgeting, Forecasting & Analysis: lead annual budgeting and ongoing forecasting; conduct variance analysis; develop financial models for planning.
• Analyze profitability by office, business line, client segment, and strategic initiative.
• Support capital allocation decisions and long-range planning.
• Treasury & Cash Management: oversee cash flow forecasting and liquidity management.
• Monitor banking, borrowing, and investment relationships.
• Ensure efficient working capital management and cash optimization.
• Compliance, Internal Controls & Risk Management: maintain internal controls and accounting policies; coordinate audits.
• Ensure GAAP compliance and regulatory requirements; mitigate financial/operational risks.
• Leadership & Team Development: lead and develop finance and accounting team; set expectations; foster improvement and collaboration.
• Identify automation and process enhancements; participate in strategic planning.
• Deliver exceptional service to internal and external stakeholders.

Job description

F.L. Putnam Investment Management Company in Massachusetts seeks a seasoned Director of Finance to join the Corporate Finance Team.

The role partners with the COO/CFO and CEO to drive financial operations, reporting, budgeting, planning, and analysis across the firm. Key responsibilities include strategic finance and corporate development, financial management and reporting, budgeting and forecasting, treasury and cash management, compliance and risk controls, and building a high-performing