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. For more information, visit or follow Audax Group on LinkedIn.
The 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.
The 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.
Financial Reporting & Cash Management (Approx. Oversee 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
Direct the build and maintenance of the 10-year financial projection model, including the bridge reconciling projections to the weekly cash position
Respond to and manage ad hoc financial reporting requests as they arise
Tax Strategy & Compliance (Approx. Own the quarterly estimated tax payment process, working directly with outside tax advisors to determine current-quarter payments and revise full-year forecasts; Maintain and review the annual tax summary model, ensuring it reconciles to underlying K-1 and entity-level trackers
Lead the annual tax return review process: populate and validate draft return data against the tax model, identify variances, and manage resolution with outside preparers
Investment Management Support (Approx. Lead 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
Manage execution of new investments, including submission of indications of interest, coordination of legal review, and completion of subscription documentation
Ensure consistent attendance and note-taking at existing portfolio company and manager update calls/meetings, with timely circulation of summaries
Review monthly liquid manager performance reporting
Evaluate and make recommendations on discrete investment decisions, tracking performance against relevant benchmarks
Estate & Wealth Transfer Planning Support (Approx. Partner 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
Prepare materials and agendas for principal planning meetings; maintain supporting asset-change summaries and meeting documentation
Oversee administrative execution of estate vehicles
Coordinate the transfer of legal ownership of assets into current trust structures across accounts and investments, including required legal review
Track and review annual life insurance policy performance and premium payment recommendations in coordination with outside brokers
Compile underlying data for annual gift tax returns, review draft returns for accuracy against source files, and obtain required legal sign-off before filing
Credit Facilities (Approx. Manage external lines of credit, including covenant compliance preparation, collateral monitoring, market comparison ahead of renewals, and negotiation of terms
Oversee internal intra-family loan and line-of-credit tracking, ensuring draws and interest payments are applied and recorded correctly
Special Projects & Other (Approx. Evaluate financing options and monthly carrying costs for major family purchases (e.g., real estate) and recommend optimal funding structures
Administer entity-level investment vehicles, including tracking interest payments and coordinating with property/investment managers on tax payments and cash sweeps
Take on additional special projects and analyses as directed by principals
Strong analytical and modeling capabilities with the ability to synthesize complex financial, tax, and legal information into actionable recommendations.
Exceptional discretion in handling highly confidential personal and financial information.
Bachelor's degree in finance, Accounting, or a related field; CPA, CFA, or MBA preferred.
~8+ 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
~ Demonstrated experience leading complex financial planning, forecasting, liquidity, and executive reporting processes; advanced financial modeling skills required.
~ Strong technical grounding in personal and entity-level tax concepts, trust and estate structures, and investment fund mechanics (capital calls, K-1s, QSBS, blocker entities).
~ Advanced Microsoft Excel skills and demonstrated financial modeling experience, including long-range projection models.
~ Proven experience coordinating with outside advisors (tax, legal, investment) and managing complex, cross-functional workstreams to completion.
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.
Audax 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.
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.
