What are the responsibilities and job description for the Associate Director, Financial Planning & Analysis position at Pathstone?
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
Role Overview: The Associate Director, FP&A plays a critical role in driving analytical rigor across the firm, with a strong focus on business line profitability, capacity utilization, and pricing strategy. This role goes beyond traditional planning cycles to deliver deep insights into revenue drivers, cost structures, and operational efficiency, enabling leadership to optimize growth and profitability across client segments and service models.
Key Responsibilities:
Advanced Financial & Business Analysis
Education & Experience
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
Role Overview: The Associate Director, FP&A plays a critical role in driving analytical rigor across the firm, with a strong focus on business line profitability, capacity utilization, and pricing strategy. This role goes beyond traditional planning cycles to deliver deep insights into revenue drivers, cost structures, and operational efficiency, enabling leadership to optimize growth and profitability across client segments and service models.
Key Responsibilities:
Advanced Financial & Business Analysis
- Lead profitability analysis across business lines and by office/region
- Develop detailed models to evaluate revenue yield, cost-to-serve, and contribution margins
- Support detailed MD&A analysis & identify key trends/insights on financial performance
- Manage key KPIs such as utilization and capacity analysis, and revenue by office and lead
- Lead pricing analysis by office/region
- Support M&A related analysis
- Lead budgeting and forecasting processes with a focus on key value drivers
- Oversee budget to actuals and variance analysis
- Lead cash forecast modeling and cash flow management processes
- Development of multi-year financial forecasts
- Continuously improve forecast accuracy through data-driven insights and scenario analysis
Education & Experience
- Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, Management Information Systems or related field
- 10 years of experience in FP&A, corporate finance, or strategic finance roles
- Strong experience in financial services, preferably wealth or asset management
- Advanced financial modeling and data analysis/modeling capabilities
- Strong understanding of business line economics, cost allocation, and profitability frameworks
- Experience analyzing capacity utilization, productivity metrics, and operational efficiency
- Knowledge of pricing strategy, fee structures, and revenue optimization techniques, preferably in private equity funded/managed and AUM-based revenue structures
- Advanced proficiency in Excel
- Experience with Netsuite Planning & Budgeting and Netsuite Data Analytics Warehouse and PowerBi or equivalent preferred
- Excellent communication skills with the ability to influence senior stakeholders
- Strong problem-solving mindset with attention to detail and intellectual curiosity
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
Salary : $145,000 - $170,000