Associate Director, Financial Planning & Analysis

<p> </p> <p><span style="font-size: 14pt;"><strong>Company</strong> <strong>Description: </strong>Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.</span></p> <p><span style="font-size: 14pt;">Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.</span></p> <p><span style="font-size: 14pt;">With more than 20 office locations and $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.</span></p> <p><span style="font-size: 14pt;">Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.</span></p> <p><span style="font-size: 14pt;">Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.</span></p> <p> </p> <p><span style="font-size: 14pt;"><strong>Role Overview:</strong> The Associate Director, FP&A plays a critical role in driving analytical rigor across the firm, with a strong focus on business line profitability, capacity utilization, and pricing strategy. This role goes beyond traditional planning cycles to deliver deep insights into revenue drivers, cost structures, and operational efficiency, enabling leadership to optimize growth and profitability across client segments and service models.</span></p> <p><span style="font-size: 14pt;"><strong> </strong></span></p> <p><span style="font-size: 14pt;"><strong>Key Responsibilities: </strong></span></p> <p><span style="font-size: 14pt;"><strong>Advanced Financial & Business Analysis</strong></span></p> <ul> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Lead profitability analysis across business lines and by office/region</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Develop detailed models to evaluate revenue yield, cost-to-serve, and contribution margins</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Support detailed MD&A analysis & identify key trends/insights on financial performance</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Manage key KPIs such as utilization and capacity analysis, and revenue by office and lead</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Lead pricing analysis by office/region</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Support M&A related analysis</span></li> </ul> <p><span style="font-size: 14pt;"><strong>Financial Planning & Forecasting</strong></span></p> <ul> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Lead budgeting and forecasting processes with a focus on key value drivers</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Oversee budget to actuals and variance analysis</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Lead cash forecast modeling and cash flow management processes</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Development of multi-year financial forecasts</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Continuously improve forecast accuracy through data-driven insights and scenario analysis</span></li> </ul> <p> </p> <p><span style="font-size: 14pt;"><strong>Qualifications: </strong></span></p> <p><span style="font-size: 14pt;"><strong>Education & Experience</strong></span></p> <ul> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, Management Information Systems or related field</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">10+ years of experience in FP&A, corporate finance, or strategic finance roles</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Strong experience in financial services, preferably wealth or asset management</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Private equity or investment banking experience strongly preferred</span></li> </ul> <p><span style="font-size: 14pt;"><strong>Skills & Competencies</strong></span></p> <ul> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Advanced financial modeling and data analysis/modeling capabilities</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Strong understanding of business line economics, cost allocation, and profitability frameworks</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Experience analyzing capacity utilization, productivity metrics, and operational efficiency</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Knowledge of pricing strategy, fee structures, and revenue optimization techniques, preferably in private equity funded/managed and AUM-based revenue structures</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Advanced proficiency in Excel</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Experience with Netsuite Planning & Budgeting and Netsuite Data Analytics Warehouse and PowerBi or equivalent preferred</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Excellent communication skills with the ability to influence senior stakeholders</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Strong problem-solving mindset with attention to detail and intellectual curiosity</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Expanding experience with AI preferred, and interest in continuing to learn and grow in AI related skills</span></li> </ul> <p> </p> <p><span style="font-size: 14pt;"><strong>Pay Transparency: </strong>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.</span></p> <p> </p> <p><span style="font-size: 14pt;"><strong>Visa Sponsorship: </strong>Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.</span></p> <p> </p> <p><span style="font-size: 14pt;"><strong>Pathstone is proud to be an equal opportunity employer.</strong></span></p> <p><span style="font-size: 14pt;"><strong>As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.  </strong></span></p> <p><span style="font-size: 14pt;">#LI-Remote</span></p> <p> </p>