Pathstone
Associate Director, Financial Planning & Analysis
Newtown Square, PA · Director
No sponsorship$145k-$170kDetected 4 days ago
Data AnalysisFinancial ModelingAccountingForecastingBudgetingExcelM&AFP&ALeadershipCommunicationProblem SolvingNetSuiteVariance Analysis
About the role
- 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.
Responsibilities
- Lead profitability analysis across business lines and by office/region
- Develop detailed models to evaluate revenue yield, cost-to-serve, and contribution margins
- Support detailed MD&A analysis & identify key trends/insights on financial performance
- Manage key KPIs such as utilization and capacity analysis, and revenue by office and lead
- Lead pricing analysis by office/region
- Support M&A related analysis
- Lead budgeting and forecasting processes with a focus on key value drivers
- Lead cash forecast modeling and cash flow management processes
- to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Management Information Systems or related field
- 10+ years of experience in FP&A, corporate finance, or strategic finance roles
- Strong experience in financial services, preferably wealth or asset management
- Strong understanding of business line economics, cost allocation, and profitability frameworks
- Experience analyzing capacity utilization, productivity metrics, and operational efficiency
- Knowledge of pricing strategy, fee structures, and revenue optimization techniques, preferably in private equity funded/managed and AUM-based revenue structures
- Advanced proficiency in Excel
- Excellent communication skills with the ability to influence senior stakeholders
- Advanced financial modeling and data analysis/modeling capabilities
- Strong problem-solving mindset with attention to detail and intellectual curiosity
Nice to have
- Private equity or investment banking experience strongly preferred
- Experience with Netsuite Planning & Budgeting and Netsuite Data Analytics Warehouse and PowerBi or equivalent preferred
- Expanding experience with AI preferred, and interest in continuing to learn and grow in AI related skills
Compensation
- 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.
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.
- Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work.
- 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.
Equal opportunity
- equal opportunity employer.
Visa & Work Authorization
- 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.
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This listing is sourced directly from Pathstone's careers page and normalized into a canonical job model.