Director of Finance

Posted 07 May 2024
Salary US$230000 - US$270000.00 per annum
Job type Permanent
Discipline Portfolio Technology
Contact NameMatthew Shakin

Job description

Join a pioneering financial institution in sunny Florida, embracing the vibrant culture of remote work. We're seeking a seasoned Director of Finance to lead our Asset Servicing team, driving growth and efficiency while championing our commitment to client success.


  • Oversee financial reporting and asset servicing, ensuring compliance and accuracy.
  • Foster team development and optimize productivity through strategic KPI implementation.
  • Maintain open communication channels across all levels of the organization.
  • Drive key business decisions through capital management, pricing strategy, and budget oversight.
  • Utilize advanced financial modeling to inform decision-making and assess new opportunities.
  • Key business models, such as CTLV, CAC and operating model to help inform business decisions and credit policy


  • Master's degree in finance, economics, or related field.
  • 10+ years of experience in financial services, wealth management, or consulting.
  • Proficiency in asset management techniques such as IRR and financial modeling.
  • Strong strategic acumen to advise executive leadership.
  • Demonstrated leadership qualities with a growth mindset and emotional intelligence.


  • Graduation from a top-tier MBA program or equivalent.
  • CFA Level 3 certification.
  • Experience in both management consulting and high-growth company environments.

If you're a finance leader ready to make a significant impact and pave the way to a CFO career path, we want to hear from you. Join us in shaping the future of finance. Apply now!