About the job
We are on the hunt for a seasoned Director of Finance who possesses extensive experience in RIA and FP&A. This pivotal role will serve as a key individual contributor, providing financial leadership and strategic direction while ensuring compliance and operational growth.
Location: Washington, DC
Industry: RIA / Wealth Management
Key Responsibilities
FP&A & Strategic Leadership
Collaborate with executive management on business strategies, driving profitability, optimizing costs, and long-term planning.
Direct the processes of budgeting, forecasting, reforecasting, and variance analysis.
Establish KPIs, dashboards, and comprehensive financial reports for executive stakeholders.
Construct financial models to support growth initiatives, recruitment plans, and capacity assessments.
Evaluate revenue streams, profit margins, and primary expense drivers.
Assist in formulating pricing strategies and analyzing fee structures.
Offer insights on acquisitions, technology investments, and expansion opportunities.
Transform financial data into actionable insights for business decisions.
Financial Oversight
Supervise all accounting functions, including AP/AR, payroll, budgeting, cash management, and tax coordination.
Oversee month-end closing processes and financial statement preparation.
Track cash flow, profitability, and manage expenses effectively.
Liaise with external accounting vendors and financial reviewers.
Compile financial materials for board-level presentations.
Risk Management & Compliance
Work alongside compliance teams to ensure alignment with SEC/FINRA financial reporting standards.
Enhance internal controls, policies, and financial safeguards.
Identify and mitigate both operational and financial risks.

