Strategic FP&A Director – Investment Management

KBW Financial Staffing & Recruiting; Boston (MA); Hybride; USD 170 000 - 190 000; Plein temps

Avantages offerts par ce poste

Bonus

Profit sharing

Résumé du poste

KBW is partnering with a Boston-based investment management firm to recruit a Director of Finance who will lead FP&A, budgeting, forecasting, and strategic financial planning. The role offers high visibility and the opportunity to influence senior leadership decisions in a sophisticated financial services environment.

Hybrid Boston location; strong communication and mentoring skills required. Reporting to the CFO, you will drive long-range planning, profitability analyses, and KPI reporting

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Responsabilités

• Lead the firm’s budgeting, forecasting, long-range planning, and financial modeling processes.
• Develop forward-looking analyses to identify financial risks, opportunities, and cost exposures.
• Partner with senior leadership to evaluate business performance, strategic initiatives, hiring plans, technology investments, and resource allocation through scenario modeling and financial analysis.
• Conduct financial and profitability analyses across business lines and investment products.
• Evaluate the financial implications of different pricing structures, asset levels, and growth scenarios.
• Provide oversight and mentorship to members of the Finance team, ensuring high-quality analytical output.
• Enhance management reporting, dashboards, and KPIs to improve transparency and decision-making.
• Support executive management with Board and leadership reporting on financial performance and strategic priorities.
• Drive improvements in financial planning, reporting, data analytics, automation, and business intelligence capabilities across the Finance function.

Formation

Bachelor’s degree in Finance, Accounting, Economics, or related field

Description du poste

KBW is partnering with a Boston-based investment management firm to recruit a Director of Finance who will lead FP&A, budgeting, forecasting, and strategic financial planning. The role offers high visibility and the opportunity to influence senior leadership decisions in a sophisticated financial services environment.

Hybrid Boston location; strong communication and mentoring skills required. Reporting to the CFO, you will drive long-range planning, profitability analyses, and KPI reporting