Geode Capital Management, LLC is seeking a highly motivated and experienced
Director of Finance to help lead and evolve the firm's financial management, business decision support, and strategic finance capabilities. Reporting to the Head of Finance & Accounting, this individual will partner closely with business leaders to provide actionable financial insights, support strategic initiatives, evaluate business performance, provide proactive FP&A analysis, and help drive long-term value creation across the firm.
The Director of Finance role will play a key role in overseeing financial planning and analysis, pricing and fee strategy, profitability assessment, resource allocation and business case evaluation. This role is designed to strengthen Finance's ability to proactively identify risks and opportunities, model financial outcomes across multiple scenarios, and provide senior management with timely, data-driven recommendations to make informed decisions.
The Director of Finance will oversee the FP&A function, manage and develop the FP&A Manager and Finance Data Analyst, and help elevate the analytical capabilities, rigor, and scalability of the broader Finance organization.
This role is based in our office in Boston, Massachusetts. You are required to follow the firm’s policy on in-office attendance. Our current policy requires in-office attendance on Tuesday, Wednesday, and Thursday, and then provides an option to work remotely on Monday and Friday. Please note that Geode may modify this policy at any time.
Responsibilities:
- Lead the firm’s budgeting, forecasting, long-range planning, and financial modeling processes.
- Develop forward-looking analyses to identify financial risks, opportunities, and cost exposures proactively.
- Partner with senior leadership to evaluate business performance, strategic initiatives, hiring plans, technology investments, and resource allocation through scenario modeling and financial analysis to support strategic decision-making.
- Perform management fee, pricing, and profitability analyses across investment strategies, and products.
- Evaluate the financial implications of different fee structures, asset levels and growth scenarios.
- Provide effective review, oversight, and mentorship to direct reports to ensure high-quality analytical outputs.
- Enhance management reporting, dashboards, and key performance indicators to improve transparency and decision making.
- Support executive management with Board, leadership, and stakeholders reporting on financial performance and strategic priorities.
- Drive improvements in financial planning, reporting, data analytics, automation, and business intelligence capabilities across the Finance function.
Required:
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 10+ years of progressive finance experience, including significant FP&A responsibility and experience.
- Experience within asset management, investment management, financial services, or a similarly complex financial environment.
- Demonstrated success leading budgeting, forecasting, strategic planning, and financial modeling processes.
- Advanced financial modeling and analytical capabilities.
- Exceptional Excel, financial systems, and data analysis skills.
- Strong communication and presentation abilities.
- Ability to balance strategic thinking with hands-on execution.
- Detail-oriented while maintaining a focus on the broader business objectives.
Company Overview:
Founded in 2001, Geode is headquartered in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs and employs approximately 200 employees.
Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $2 trillion. With robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.
Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset.
Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid family parental leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness reimbursement, and commuter subsidy reimbursements, charitable donation matching, family care assistance including a backup care benefit, and adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode.
Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.com/careers.
