What are the responsibilities and job description for the Director of Finance position at KBW Financial Staffing & Recruiting?
Director of Finance – Confidential Investment Management Firm
Boston, MA – Hybrid
$170–190K Bonus
KBW is working with a well-established Boston-based investment management firm seeking a Director of Finance to lead FP&A and support senior leadership with financial planning, analysis, and strategic decision-making. This is a high-visibility opportunity to join a sophisticated financial services organization and play a key role in shaping the firm’s financial strategy and growth.
Responsibilities
KBW789
Boston, MA – Hybrid
$170–190K Bonus
KBW is working with a well-established Boston-based investment management firm seeking a Director of Finance to lead FP&A and support senior leadership with financial planning, analysis, and strategic decision-making. This is a high-visibility opportunity to join a sophisticated financial services organization and play a key role in shaping the firm’s financial strategy and growth.
Responsibilities
- 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.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 10 years of progressive finance experience, including significant FP&A experience.
- Experience within asset management, investment management, financial services, or a similarly complex financial environment.
- Demonstrated success leading budgeting, forecasting, strategic planning, and financial modeling processes.
- Advanced financial modeling and analytical capabilities.
- Strong communication skills with the ability to present financial insights to senior leadership.
- Experience managing or mentoring finance professionals is preferred.
KBW789