Associate Director, Financial Planning & Analysis

Key Responsibilities

• Lead profitability analysis across business lines and by office/region
• Develop detailed models to evaluate revenue yield, cost-to-serve, and contribution margins
• Support detailed MD&A analysis & identify key trends/insights on financial performance
• Manage key KPIs such as utilization and capacity analysis, and revenue by office and lead
• Lead pricing analysis by office/region
• Support M&A related analysis

Financial Planning & Forecasting

• Lead budgeting and forecasting processes with a focus on key value drivers
• Oversee budget to actuals and variance analysis
• Lead cash forecast modeling and cash flow management processes
• Develop multi-year financial forecasts
• Continuously improve forecast accuracy through data-driven insights and scenario analysis

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, Management Information Systems or related field
• 10+ years of experience in FP&A, corporate finance, or strategic finance roles
• Strong experience in financial services, preferably wealth or asset management
• Private equity or investment banking experience strongly preferred

Skills & Competencies

• Advanced financial modeling and data analysis/modeling capabilities
• Strong understanding of business line economics, cost allocation, and profitability frameworks
• Experience analyzing capacity utilization, productivity metrics, and operational efficiency
• Knowledge of pricing strategy, fee structures, and revenue optimization techniques, preferably in private equity funded/managed and AUM-based revenue structures
• Advanced proficiency in Excel
• Experience with Netsuite Planning & Budgeting and Netsuite Data Analytics Warehouse and PowerBi or equivalent preferred
• Excellent communication skills with the ability to influence senior stakeholders
• Strong problem-solving mindset with attention to detail and intellectual curiosity
• Expanding experience with AI preferred, and interest in continuing to learn and grow in AI related skills

Pay Transparency

Pathstone’s expected starting base compensation range for the position as of the time of this posting is $145,000 - $170,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.