<div class="content-intro">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 <a href="http://www.audaxgroup.com">www.audaxgroup.com</a> or follow Audax Group on <a href="https://www.linkedin.com/company/audaxgroup/posts/?feedView=all">LinkedIn</a>.</div>POSITION SUMMARY: 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. RESPONSIBILITIES Financial Reporting & Cash Management (Approx. 25%): <ul> <li>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</li> <li>Direct the build and maintenance of the 10-year financial projection model, including the bridge reconciling projections to the weekly cash position</li> <li>Manage the annual budgeting cycle and monthly budget-to-actual reporting, providing high-level review and commentary for principal review</li> <li>Oversee quarterly reporting for family trusts and related entities, and coordinate monthly and inception-to-date reporting for donor-advised fund activity</li> <li>Respond to and manage ad hoc financial reporting requests as they arise</li> </ul> Tax Strategy & Compliance (Approx. 20%): <ul> <li>Own the quarterly estimated tax payment process, working directly with outside tax advisors to determine current-quarter payments and revise full-year forecasts; review and approve recommendations before submission to principals</li> <li>Maintain and review the annual tax summary model, ensuring it reconciles to underlying K-1 and entity-level trackers</li> <li>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</li> </ul> Investment Management Support (Approx. 20%): <ul> <li>Lead diligence coordination on new investment opportunities: circulate data room materials, evaluate commitment timing and constraints, assess qualified small business stock (QSBS) eligibility

Director Financial Planning & Analysis, Family Office

Job Description