Director Financial Planning & Analysis, Family Office

Required

• Bachelor's degree in finance, Accounting, or a related field; CPA, CFA, or MBA preferred.
• 8+ years of progressive experience in a family office, private wealth platform, alternative investment manager, public accounting firm, or related financial services environment, ideally supporting high-net-worth individuals and families
• Demonstrated experience leading complex financial planning, forecasting, liquidity, and executive reporting processes; advanced financial modeling skills required.
• Strong technical grounding in personal and entity-level tax concepts, trust and estate structures, and investment fund mechanics (capital calls, K-1s, QSBS, blocker entities).
• Experience with Anaplan, Investran, and PowerBI is a strong plus.
• Advanced Microsoft Excel skills and demonstrated financial modeling experience, including long-range projection models.
• Proven experience coordinating with outside advisors (tax, legal, investment) and managing complex, cross-functional workstreams to completion.
• For Massachusetts: The base salary range for this position is [$205,000 - $235,000]. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance.
• Audax offers a wide range of employee benefits, including 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), and a 401(k) in addition to other benefits.
• This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
• Audax Management Co. is an equal opportunity employer.
• Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.