Director of Financial Planning and Analysis

Company Description

Founded in 1986, we are an independent fiduciary firm dedicated to serving the financial interests of its clients. With extensive experience navigating diverse economic cycles, our firm develops tailored investment programs that meet the unique needs of each client. We prioritize understanding our clients’ goals and applying a disciplined investment strategy to manage portfolios and secure their financial futures. Our commitment is to deliver personalized service and long-term investment success.

Role Description

This is a full-time, on-site role located in Chevy Chase, MD, for a Director of Financial Planning and Analysis. The Director will be responsible for leading financial planning activities, performing advanced financial modeling, and preparing detailed financial reports. Day-to-day tasks include analyzing complex financial data, developing insights to support decision-making, and managing various finance-related projects that align with the company’s strategic objectives.

Qualifications

• Expertise in Financial Planning, Financial Modeling, and Finance
• Strong Analytical Skills with the ability to evaluate and interpret complex financial data
• Proven experience in Financial Reporting and presenting insights to key stakeholders
• Excellent leadership, communication, and problem-solving skills
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant certification (e.g., CFA, CPA) is a plus
• Proficiency in financial software and tools, including Microsoft Excel
• Ability to work on-site in Chevy Chase, MD, and collaborate effectively with cross-functional teams