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Director, Financial Planning & Analysis at Audax Group - ApplyBlast

Director, Financial Planning & Analysis

Audax Group

1 month ago

3.3 on Glassdoor

Boston, Massachusetts, United States

Onsite

Full Time

Director

1 applicant

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About this role

The Director, Financial Planning & Analysis leads the family office's financial planning, reporting, tax coordination, and investment administration functions. This senior role serves as the primary financial liaison for the family, overseeing reporting cycles, tax strategy, investment diligence, and estate and wealth transfer planning in collaboration with external advisors.

Responsibilities

Oversee financial reporting and cash management
Lead tax strategy and compliance processes
Manage investment diligence and administration

Skills

Qualifications

Bachelor's degree in Finance, Accounting, or related fieldCPACFAMBA

About Audax Group

audaxgroup.com

Company Size

1-10 employees

View Profile

Audax Group is a private investment firm that partners with middle‑market companies, providing capital and hands‑on strategic and operational support to drive growth and long‑term value. The firm focuses on buyouts and platform building—often pursuing add‑on acquisitions—to scale businesses and improve performance. Audax positions itself as a results‑oriented business and financial partner that collaborates closely with management teams. Its offerings emphasize disciplined investing and active value creation across industries.