Director, FP&A & Wealth Planning – Family Office

Audax Group, based in Boston, leads a family office FP&A function overseeing budgeting, cash reporting, tax coordination, investment administration, and estate planning with outside advisors. The role requires high discretion, strong financial modeling, and excellent communication with principals and external advisers; it involves confidential wealth matters and cross-functional collaboration.

Massachusetts base salary range is $205,000–$235,000 with potential annual incentive.