Director Financial Planning & Analysis, Family Office
Audax Group · Boston, MA
Posted 20 days ago · $205,000 - $235,000
or apply directly on Audax Group's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 20 days Audax Group's roles stay open a median of 24 days
- Reposted
- No
- Salary listed
- Yes 94% of Audax Group's roles list one
- Ghost-job risk at Audax Group
- high 6 stale, 0 reposted of 16 open
- Hiring momentum
- 21 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Audax Group's own greenhouse board since 2026-08-03. Full hiring picture for Audax Group.
About this role
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
- 4/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 5/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Audax Group as an employer.
What you need
- 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 you get
- 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)
Worth weighing
- 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
Summarised from Audax Group's posting. Read the full original.
Listed by Audax Group on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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