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About the job

Director of Finance – Confidential Investment Management Firm

Boston, MA – Hybrid

$170–190K + Bonus & Profit Sharing ($250-300K all in)

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.

Qualifications:

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.

If interested, please reach out to jalercio@kbwfinancial.com

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