Director of Finance

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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