Strategic Investment Group Finance Director

4 weeks ago


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

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.


  • Arlington, Virginia, United States Strategic Investment Group Full time

    Job DescriptionStrategic 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...


  • Arlington, Virginia, United States Strategic Investment Group Full time

    Job OpportunityWe are seeking a highly motivated and detail-oriented individual to join our team as an Investment Management Intern at Strategic Investment Group.About the RoleThis is a paid internship opportunity for rising seniors who are expected to graduate in Summer 2025. As an intern, you will gain hands-on experience in investment and client portfolio...


  • Arlington, Virginia, United States Strategic Investment Management Full time

    Job SummaryStrategic Investment Management is seeking a highly skilled Investment Operations Specialist to support the management of institutional investment portfolios. The successful candidate will be responsible for processing transactions, managing client cash, updating portfolio records, and coordinating activity between managers and custodians.Key...

  • Finance Director

    3 weeks ago


    Arlington, Virginia, United States Texas Health Resources Full time

    The Finance Director for Strategic Healthcare Operations at Texas Health Resources will oversee the financial planning, analysis, and management of hospital operations. This role reports directly to the President and has a dotted line reporting to the Senior Vice President Hospital Financial Operations. The Finance Director serves as a member of the senior...


  • Arlington, Virginia, United States TalentRemedy Full time

    Job Title: Senior Director, FinanceReporting to the Chief Operating Officer (COO), the Senior Director of Finance will oversee the financial systems, processes, and internal controls to support strategic objectives. She or he is responsible for oversight, including, but not limited to, budgeting, auditing, accounting, financial reporting, investment and cash...

  • Financial Analyst

    4 weeks ago


    Arlington, Virginia, United States Strategic Investment Partners Full time

    Financial AnalystStrategic Investment Partners is seeking a highly skilled Financial Analyst to join our team. As a key member of our Finance & Accounting department, you will be responsible for processing vendor invoices, managing payment processing databases, and reconciling general ledger accounts.Key Responsibilities:Process vendor invoices and...


  • Arlington, Virginia, United States National Rural Electric Cooperative Association Full time

    Job SummaryThis position is responsible for collaborating with professionals across NRECA's Regulatory Unit, which is focused on electric cooperative advocacy before the Executive Branch and independent regulatory agencies. The Regulatory Affairs Director, Accounting and Finance requires a strong working knowledge of electric cooperative tax, accounting and...


  • Arlington, Virginia, United States Syms Strategic Group, LLC (SSG) Full time

    Job Title: Automated Test EngineerJob Summary:Syms Strategic Group, LLC (SSG) is seeking a talented Automated Test Engineer to support a large Department of Veterans Affairs (VA) nationwide program. The ideal candidate will have experience working in an agile environment and possess comprehensive technical expertise on IT products, operating systems,...


  • Arlington, Virginia, United States MSH Full time

    Job Summary:The Global Project Leadership Expert will serve as the representative and champion of the project at the MSH Global Office. This role brings a strategic view, application of best practices in project management, and client relationship skills throughout the project cycle. The Global Project Leadership Expert will lead assigned projects to ensure...

  • Finance Manager

    4 weeks ago


    Arlington, Virginia, United States Amazon Full time

    Job SummaryAmazon is seeking a highly skilled Finance Manager to join our Global Real Estate and Facilities team. This role will be responsible for providing financial analysis and reporting, supporting budgeting and forecasting processes, and controllership of our North American and Latin American corporate office portfolio.Key ResponsibilitiesPartner with...


  • Arlington, Virginia, United States Strategic Analysis Full time

    Job SummaryStrategic Analysis, Inc (SA) is seeking a skilled Technical Communications Expert to support the Advanced Capabilities Office of DARPA. In this role, you will play a critical part in exceeding client expectations with high integrity and focused attention to milestones.Key Responsibilities:Support the office leadership in preparing briefs, reports,...


  • Arlington, Virginia, United States Evolent Health Full time

    Award-Winning Healthcare SolutionsEvolent Health, a leader in healthcare innovation, seeks an exceptional Finance Director to join our Client Finance Team. As a key member of our dynamic team, you will play a critical role in driving analysis and support for the toughest and most complex financial decisions related to our fastest growing segment of...


  • Arlington, Virginia, United States Amazon Full time

    About the RoleWe are seeking a highly skilled Finance Leader to join our AWS Sales team. As a key member of our team, you will play a critical role in driving strategic growth and financial performance.Key ResponsibilitiesPartner with senior leaders to develop and execute financial plans, analyzing large-scale investment opportunities and identifying areas...

  • Briefing Coordinator

    3 weeks ago


    Arlington, Virginia, United States Strategic Analysis Full time

    Strategic Analysis, Inc. is seeking a skilled Briefing Coordinator to support the Advanced Capabilities Office of DARPA. In this role, you will exceed client expectations with high integrity and focused attention to milestones.Key Responsibilities:Prepare briefs, reports, and other communications documents, including graphic presentations, to support the...


  • Arlington, Virginia, United States Stand Together Full time

    Strategic Operations LeadStand Together is a dynamic and mission-driven organization committed to driving positive social change and empowering individuals to overcome barriers. Our team values innovation, personal responsibility, and the power of bottom-up solutions. We are seeking a highly organized and motivated individual to provide comprehensive...


  • Arlington, Virginia, United States Evolent Health Full time

    Transforming Healthcare TogetherEvolent Health partners with health plans and providers to achieve better outcomes for people with complex and costly health conditions. Our team seeks to connect the pieces of the fragmented healthcare system and ensure people receive the same level of care and compassion we would want for our loved ones.Evolent Health...


  • Arlington, Virginia, United States The Conservation Fund Full time

    Job Title: Strategic Communications DirectorJoin The Conservation Fund as a Strategic Communications Director and lead our communications efforts to enhance our visibility and impact. As a key member of our team, you will develop and execute a robust media strategy to promote our organization's initiatives, successes, and impact. You will cultivate and...


  • Arlington, Virginia, United States Amazon Full time

    Job DescriptionJob Title: Finance Manager, PXT FinanceJob Summary: We are seeking a highly skilled Finance Manager to join our PXT Finance team at Amazon. The successful candidate will be responsible for providing financial insights and business partnership to Amazon's Worldwide PXT Compensation and related technical support teams.Key...


  • Arlington, Virginia, United States Kerecis LLC Full time

    Job DescriptionThe Commercial Finance Business Partner plays a critical role in supporting the U.S. Finance Department's internal and external initiatives. This position reports to the Senior Director of Commercial Finance & Corporate Development and is responsible for using financial analysis and forecasting techniques to develop strategies and guide...


  • Arlington, Virginia, United States The Conservation Fund Full time

    Job SummaryWe are seeking a highly skilled and experienced Strategic Communications Director to lead our communications efforts and enhance our visibility and impact. The ideal candidate will possess a high level of media relations expertise, with a proven track record of pitching stories, securing speaking engagements, and driving strategic messaging.Key...