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← Audax Group

Director Financial Planning & Analysis, Family Office

Audax Group
Location
Boston, MA
Posted
24 days ago
Salary
$205,000 - $235,000
What they actually want (must-haves)
  • 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
  • Proven experience coordinating with outside advisors and managing complex, cross-functional workstreams to completion
Nice to have
  • CPA, CFA, or MBA preferred
  • Experience with Anaplan, Investran, and PowerBI is a strong plus
  • Advanced Microsoft Excel skills and demonstrated financial modeling experience, including long-range projection models
What the job really is

The Director of Financial Planning & Analysis at Audax Group is responsible for overseeing financial planning, reporting, tax coordination, and investment administration for the family office. This role involves managing complex financial information, leading the budgeting process, coordinating with outside advisors, and supporting estate planning efforts. The ideal candidate will demonstrate strong analytical skills and the ability to manage sensitive financial matters with discretion.

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)
Things to weigh
  • No specific mention of remote work or flexible hours
  • The role involves handling highly confidential personal financial information, which may require a high level of discretion and sensitivity
  • The job description indicates that duties may change or new ones may be assigned at any time, which could imply a dynamic work environment
Job score4.4/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency5/5

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