{"id":757040,"url":"https://alion.io/job/audaxgroup-director-financial-planning-analysis-family-office","title":"Director Financial Planning & Analysis, Family Office","company":{"id":669113,"name":"Audax Group","domain":"audaxgroup.com","url":"https://alion.io/company/audaxgroup","size_band":"201-500","is_staffing_agency":false,"is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"head","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Boston, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":205000,"max":235000,"currency":"USD","period":"year","gross":null,"usd_annual":235000},"salary_estimate":null,"experience_years_min":8,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Power BI","optional":false}],"status":"live","first_seen_at":"2026-08-27T17:02:52Z","employer_posted_date":"2026-09-15","last_verified_at":"2026-09-24T18:47:18Z","board_verified":true,"closed_at":null,"days_open":28,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":28},"description":"Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. \nFor more information, visit www.audaxgroup.com or follow Audax Group on LinkedIn.\nPOSITION SUMMARY:\nThe Director, Financial Planning & Analysis, leads the financial planning, reporting, tax coordination, and investment administration functions for the family office. This individual serves as the principal financial point of contact for the family, overseeing recurring reporting cycles, tax strategy execution, investment diligence and administration, and supporting estate and wealth transfer planning in close partnership with outside tax, legal, and investment advisors.\nThe ideal candidate is a self-starter with expertise across financial planning, tax, and investment administration, capable of managing complex and highly confidential information while driving process improvement. This role requires exceptional attention to detail, sound financial judgment, and the discretion to manage sensitive personal financial matters directly with the family's principals and outside advisors.\nRESPONSIBILITIES\nFinancial Reporting & Cash Management (Approx. 25%):\nOversee preparation and review of recurring reporting deliverables, including weekly consolidated cash reporting, monthly unfunded-commitment reporting, and quarterly net asset and investment schedules across all reporting entities\nDirect the build and maintenance of the 10-year financial projection model, including the bridge reconciling projections to the weekly cash position\nManage the annual budgeting cycle and monthly budget-to-actual reporting, providing high-level review and commentary for principal review\nOversee quarterly reporting for family trusts and related entities, and coordinate monthly and inception-to-date reporting for donor-advised fund activity\nRespond to and manage ad hoc financial reporting requests as they arise\nTax Strategy & Compliance (Approx. 20%):\nOwn the quarterly estimated tax payment process, working directly with outside tax advisors to determine current-quarter payments and revise full-year forecasts; review and approve recommendations before submission to principals\nMaintain and review the annual tax summary model, ensuring it reconciles to underlying K-1 and entity-level trackers\nLead the annual tax return review process: populate and validate draft return data against the tax model, identify variances, and manage resolution with outside preparers\nInvestment Management Support (Approx. 20%):\nLead diligence coordination on new investment opportunities: circulate data room materials, evaluate commitment timing and constraints, assess qualified small business stock (QSBS) eligibility, and determine appropriate investing entity structure, including use of blocker entities\nManage execution of new investments, including submission of indications of interest, coordination of legal review, and completion of subscription documentation\nEnsure consistent attendance and note-taking at existing portfolio company and manager update calls/meetings, with timely circulation of summaries\nReview monthly liquid manager performance reporting\nEvaluate and make recommendations on discrete investment decisions, tracking performance against relevant benchmarks\nEstate & Wealth Transfer Planning Support (Approx. 15%):\nPartner with estate counsel and principals to plan and execute estate documentation changes, including trustee and beneficiary updates and trust restructurings, including any required financial modeling\nPrepare materials and agendas for principal planning meetings; maintain supporting asset-change summaries and meeting documentation\nModel proposed estate and gifting strategies and present options to principals to support decision-making\nReview annual estate plan models and periodic estate plan summary presentations prepared by other team members\nOversee administrative execution of estate vehicles\nCoordinate the transfer of legal ownership of assets into current trust structures across accounts and investments, including required legal review\nTrack and review annual life insurance policy performance and premium payment recommendations in coordination with outside brokers\nGifting & Lifetime Exemption Planning (Approx. 10%):\nMaintain tracking of remaining lifetime gift and generation-skipping transfer (GST) exemption for each principal, updating as taxable gifts occur\nCoordinate annual education-savings (529/UTMA) funding recommendations and update tracking based on actual contribution activity\nPrepare the annual gifting overview summarizing gifting completed to date and remaining opportunities ahead of year-end\nCompile underlying data for annual gift tax returns, review draft returns for accuracy against source files, and obtain required legal sign-off before filing\nCredit Facilities (Approx. 5%):\nManage external lines of credit, including covenant compliance preparation, collateral monitoring, market comparison ahead of renewals, and negotiation of terms\nOversee internal intra-family loan and line-of-credit tracking, ensuring draws and interest payments are applied and recorded correctly\nSpecial Projects & Other (Approx. 5%):\nEvaluate financing options and monthly carrying costs for major family purchases (e.g., real estate) and recommend optimal funding structures\nAdminister entity-level investment vehicles, including tracking interest payments and coordinating with property/investment managers on tax payments and cash sweeps\nTake on additional special projects and analyses as directed by principals\nCOMPETENCIES:\nStrong analytical and modeling capabilities with the ability to synthesize complex financial, tax, and legal information into actionable recommendations.\nExcellent communication skills and comfort working directly with principals, outside counsel, and third-party advisors.\nHigh attention to detail with a demonstrated ability to manage multiple concurrent workstreams and deadlines.\nStrong leadership presence, with the ability to work independently and exercise sound judgment on sensitive matters.\nExceptional discretion in handling highly confidential personal and financial information.\nProactive and adaptable in a dynamic, relationship-driven environment.\nREQUIREMENTS/QUALIFICATIONS:\nBachelor's degree in finance, Accounting, or a related field; CPA, CFA, or MBA preferred.\n8+ years of progressive experience in a family office, private wealth platform, alternative investment manager, public accounting firm, or related financial services environment, ideally supporting high-net-worth individuals and families\nDemonstrated experience leading complex financial planning, forecasting, liquidity, and executive reporting processes; advanced financial modeling skills required.\nStrong technical grounding in personal and entity-level tax concepts, trust and estate structures, and investment fund mechanics (capital calls, K-1s, QSBS, blocker entities).\nExperience with Anaplan, Investran, and PowerBI is a strong plus.\nAdvanced Microsoft Excel skills and demonstrated financial modeling experience, including long-range projection models.\nProven experience coordinating with outside advisors (tax, legal, investment) and managing complex, cross-functional workstreams to completion.\nFor Massachusetts: The base salary range for this position is [ $205,000 - $235,000]. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. \nAudax offers a wide range of employee benefits, including 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), and a 401(k) in addition to other benefits.\nThis job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. \nAudax Management Co. is an equal opportunity employer.\nPlease note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.","description_format":"text","description_chars":9768,"description_truncated":false,"requirements":{"experience_years_min":8,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Health insurance","Life insurance","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management","Personal Finance"],"lifecycle":[{"event":"open","at":"2026-09-11T17:36:34Z"}],"liveness":{"score":81,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":0.9,"age_days":27,"expected_fill_days":43,"reasons":["conf:3","velocity","win:mid"],"computed_at":"2026-09-24T05:45:00Z"},"pay":{"stated_usd_annual":235000,"is_top_pay":true},"html_url":"https://alion.io/job/audaxgroup-director-financial-planning-analysis-family-office","json_url":"https://alion.io/job/audaxgroup-director-financial-planning-analysis-family-office.json","meta":{"generated_at":"2026-09-24T19:23:47Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}