Associate Director, Financial Planning & Analysis Boston, MA; New York, NY; Bellevue, WA; Atlan[...]

Locations Boston, MA; New York, NY; Bellevue, WA; Atlanta, GA; Potomac, MD; Winter Park, FL; Denver, CO Company Description 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. 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. 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. 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. 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. Role Overview 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. Key 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 Oversee budget to actuals and variance analysis Lead cash forecast modeling and cash flow management processes Develop multi‑year financial forecasts Continuously improve forecast accuracy through data‑driven insights and scenario analysis Qualifications Education & Experience 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 Private equity or investment banking experience strongly preferred Advanced financial modeling and data analysis/modeling capabilities 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 Experience with Netsuite Planning & Budgeting and Netsuite Data Analytics Warehouse and PowerBi or equivalent preferred Excellent communication skills with the ability to influence senior stakeholders Strong problem‑solving mindset with attention to detail and intellectual curiosity Expanding experience with AI preferred, and interest in continuing to learn and grow in AI related skills Pay Transparency 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. Visa Sponsorship 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. Equal Opportunity Employer Pathstone is proud to be an equal opportunity employer. EEO Statement We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process. How to Apply Submit your application directly through Pathstone’s careers portal. If you have any questions, please contact us via email at View email address on click.appcast.io. #J-18808-Ljbffr Pathstone Welcomes Crestone Capital LLC