What are the responsibilities and job description for the Director of Finance - Investment Firm -RIA -250k-300k position at Hudson Gate Partners?
Director of Finance -Investment Firm -250-300k all in. Track to be a CF0 -Unique Finance Role in LA!
Excellent culture and growth! Please email resumes to dawn@hudsongatepartners.com and please also message me on linkedin. Role requires budgeting, forecasting, modeling, tax, strategy, and financial statement creation. CPA is preferred. 7-10 years at a public accounting firm or financial services firm.
The Director will own forecasting, budgeting, tax planning, and reporting functions, and serve as a key contributor to capital planning and regulatory monitoring. This individual will bring strong technical expertise, strategic thinking, and collaborative execution to help steward the financial lives of UHNW families and affiliated advisors.
Key Responsibilities
Strategic Financial Planning & Forecasting
• Lead development of forecasting models including cash flow, liquidity, and key performance indicators (KPIs). • Own budgeting processes across entities and support long-term financial planning. • Partner with CFO on capital planning, reserve strategy, and inter-entity funding models.
Please reach out to dawn@hudsongatepartners.com/text 917-282-2370 for full jd. Excellent culture and mentors!
Salary : $225,000 - $300,000