Strategic Investment Group Finance Director

1 week ago

Arlington, Virginia, United States Strategic Investment Group Full time
Job Description

Strategic Investment Group, a pioneer in dedicated Outsourced CIO (OCIO) solutions, seeks a highly skilled Finance Director to join its team. The Finance Director will play a pivotal role in the company's financial management and strategic planning, overseeing and driving the company's financial planning, analysis, and controllership functions.

The ideal candidate will have a strong background in finance, with a focus on financial planning and analysis, and experience in managing and leading teams. They will be responsible for managing corporate financial planning, budgeting, forecasting, and analysis to support profitability and data-driven decision-making.

The Finance Director will work closely with the Finance Senior Associate and senior management to develop and execute strategic plans and provide insightful analysis to drive business performance. They will also be responsible for supervising development tracking, reporting, and data integrity using financial systems such as Sage Intacct.

The successful candidate will have a Bachelor's degree in Finance, Accounting, or Business Administration, and advanced degree or certification such as CPA, CFA, or MBA. They will also have a minimum of 7-10 years of experience in finance, with a strong focus on FP&A, and business reporting.

Key Responsibilities:

  • Lead the financial planning and analysis function, including managing the annual budgeting process, quarterly forecasts, and long-term planning.
  • Oversee the preparation of quarterly management reports for senior leadership, board of directors, and investors.
  • Conduct capital needs projections, including credit facility cash needs, borrowing base calculations, and interest projections.
  • Perform ad-hoc analysis to support strategic and operational decisions.
  • Conduct tax filings and payments, including annual tax filing, K-1s for members, quarterly distributions for members, and quarterly filing to various states.
  • Calculate annual dividends.
  • Negotiate Annual Insurance, including E&O, D&O, Fiduciary Liability, FI Bond, ERISA, and Cyber.
  • Conduct and file regulatory reporting requirements in compliance with Bureau of Economic Analysis, including annual and quarterly reports.

Key Qualifications:

  • Bachelor's degree in Finance, Accounting, or Business Administration.
  • Minimum of 7-10 years of experience in finance, with a strong focus on FP&A, and business reporting.
  • Extensive experience in financial planning and analysis within a financial services or investment management environment.
  • Proficient in financial software and systems such as Sage Intacct, Oracle, and data visualization tools (e.g., Power BI, Tableau).
  • Advanced skills in Microsoft Excel and financial modeling.
  • Strong understanding of financial statements and metrics, with the ability to translate them into actionable insights.
  • Demonstrated experience in managing and leading teams, with excellent organizational, analytical, and communication skills.

Personal Characteristics:

  • Goal-oriented, proactive self-starter with a strong sense of ownership and attention to detail.
  • Highly collaborative with the ability to work effectively with senior stakeholders and cross-functional teams.
  • Strong problem-solving skills and the ability to analyze and synthesize information to drive business impact.

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