Our client is an expanding investment firm/private wealth management (PWM), is seeking VP or Director level in a hybrid Finance & Accounting role to join the finance and accounting team. Reporting directly to the CFO, the primary responsibility of this role is to oversee, design, and implement financial planning and analysis (FP&A) processes, including long-term financial modeling and tax forecasting. This is a hybrid role, offering 4 days per week in the office. 

Key Responsibilities:

• Manage and prepare budgets and cash flow forecasts for all entities and provide analytical support for both short-term and long-term liquidity needs.
• The role involves supervising the office’s accounting, finance, treasury, and tax operations while analyzing historical expenses to aid in long-term business and financial planning.
• Collaborate with external tax advisors to stay current on tax legislation, supporting tax planning and working with the CFO to advise on tax and financial matters impacting investment decisions and structuring.

Requirements:

• Bachelor’s or Master’s degree in Accounting or Finance, along with a CPA, is desired.
• At least 10-15 years of broad financial and accounting experience, with at least 5 years in a managerial capacity.
• Experience in FP&A, Finance or Controller roles within buy-side: investment management, hedge fund or private wealth management industry is preferred.
• This role requires strong leadership and the ability to hire, train, and retain skilled accounting and finance staff.