Strategic Investment Group Finance Director
4 weeks ago
Strategic Investment Group, a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for institutional and private investors. Our proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection.
We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world-class client service. Our mission is to empower investors through experience, innovation, and excellence.
We are seeking a highly skilled Finance Director to play a pivotal role in our financial management and strategic planning. The Finance Director will oversee and drive the company's financial planning, analysis, and controllership functions. This role will involve managing corporate financial planning, budgeting, forecasting, and analysis to support profitability and data-driven decision-making.
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. Annual External Valuation with external auditors to complete the annual valuation and pricing of Strategic.
- 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.
Requirements:
- Bachelor's degree in Finance, Accounting, or Business Administration; advanced degree or certification such as CPA, CFA, or MBA preferred.
- 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.
- Ability to thrive in a fast-paced environment with rapidly changing priorities.
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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