Position Overview
Seeking an experienced Director of Finance with strong RIA and FP&A expertise. This is a high-impact individual contributor role responsible for financial leadership, strategic planning, compliance oversight, and operational scalability.
Location: Washington, DC
Industry: RIA / Wealth Management
Key Responsibilities
FP&A & Strategic Leadership
Partner with executive leadership on business strategy, profitability, cost optimization, and long-term planning
Lead budgeting, forecasting, reforecasting, and variance analysis
Develop KPIs, dashboards, and executive-level financial reporting
Build financial models for growth initiatives, hiring plans, and capacity planning
Analyze revenue streams, margins, and expense drivers
Support pricing strategy and fee structure analysis
Provide insights for acquisitions, technology investments, and expansion
Translate financial data into actionable business decisions
Financial Oversight
Oversee accounting operations (AP/AR, payroll, budgeting, cash management, tax coordination)
Direct month-end close and preparation of financial statements
Monitor cash flow, profitability, and expense management
Coordinate with external accounting vendors and financial reviewers
Prepare board-level financial materials
Risk Management & Compliance
Partner with compliance on SEC/FINRA financial reporting alignment
Strengthen internal controls, policies, and financial safeguards
Identify and mitigate operational and financial risks
Operations & Efficiency
Oversee HR and onboarding processes
Manage vendor relationships
Support ERP implementation and enhancements
Optimize technology spend and operational efficiency
Qualifications
Bachelor’s degree in Accounting, Finance, Mathematics, Statistics, or related field
10–15 years of progressive finance/accounting experience
Minimum 3 years within an RIA serving high-net-worth clients
Strong understanding of RIA business models and regulatory frameworks
Experience scaling operations in growing firms
Expertise in FP&A, financial modeling, budgeting, and KPI development
Proficiency in Excel and reporting tools (Power BI preferred)
Experience with portfolio accounting systems and CRMs
CPA preferred
Strong leadership, communication, and strategic thinking skills
Comfortable in a lean, hands-on environment
Hudson Manpower Inc. specializes in recruitment and project staffing for the Oil, Gas, Petrochemical, Power Plant, and Construction industries, supplying quality manpower to reduce training costs and bridge the gap between employers and employees.
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Director of Finance Q&A's