Director Financial Planning & Analysis, Family Office

The role

The Director, Financial Planning & Analysis leads financial planning, reporting, tax coordination, and investment administration for the family office. This person serves as the principal financial point of contact for the family and manages sensitive personal financial matters with principals and outside advisors.

What you will do

• Oversee preparation and review of recurring reporting deliverables
• Direct the build and maintenance of the 10-year financial projection model
• Manage the annual budgeting cycle and monthly budget-to-actual reporting
• Oversee quarterly reporting for family trusts and related entities
• Own the quarterly estimated tax payment process
• Lead the annual tax return review process
• Lead diligence coordination on new investment opportunities
• Manage execution of new investments
• Partner with estate counsel and principals to plan and execute estate documentation changes
• Manage external lines of credit and internal intra-family loans

Required qualifications

• Bachelor's degree in finance, Accounting, or a related field
• 8+ years of progressive experience in a family office, private wealth platform, alternative investment manager, public accounting firm, or related financial services environment
• Demonstrated experience leading complex financial planning, forecasting, liquidity, and executive reporting processes
• Advanced financial modeling skills
• Strong technical grounding in personal and entity-level tax concepts, trust and estate structures, and investment fund mechanics
• Advanced Microsoft Excel skills
• Demonstrated financial modeling experience, including long-range projection models
• Proven experience coordinating with outside advisors

Nice to have

• CPA
• CFA
• MBA
• Experience with Anaplan, Investran, and PowerBI

Benefits

• health insurance
• life insurance
• disability insurance
• paid time off (including sick leave, parental leave, volunteer leave, and vacation)
• charitable donation match
• family support services (including Bright Horizons and Benefit Advocate Center)
• 401(k)

About the company

Founded in 1999, Audax Group is a leading alternative investment manager with approximately $42 billion of assets under management. It operates through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.