Senior Associate

Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families. Guided by our core values of Empathy, Integrity and Rigor, the firm has organically grown to now manage over $35 billion in assets. Through our recruitment, learning & talent development, and employee-centric programming, the work environment is inclusive, collaborative, and endlessly curious. Our greatest asset is our people and the notable culture that we've built. Join us on our journey!

We are currently looking for a detail-oriented, highly analytical finance professional to join as our first dedicated Finance hire, reporting directly to our CFO.  The individual in this role will have visibility to senior leadership across the firm and will help drive critical business decisions and analysis to support growth. The right candidate will have an opportunity to partner with the CFO and other key stakeholders to identify, analyze, and execute new processes and drive effective business decision making to allow for prolonged growth.   This hire needs to be both a business-minded thinker and analytical, to allow for quick understanding of business activities, desired outcomes, and necessary actions to support a rapidly growing and evolving business. 

Your Responsibilities

• Serve as the primary finance business partner for all core functions of the organization, including wealth advisory, business development, investment research, technology, and human resources
• Develop relationships with key stakeholders and leaders throughout the organization to drive improved financial results through business analysis
• Build and own the firm’s financial model to evaluate trends and forecasts across Revenue lines and Expense categories
• Manage the firm’s ongoing forecast and reporting to Executive Committee and co-founders
• Own the annual budget process and the bi-annual 5-year forecast
• Develop and co-own, with Controller, new monthly and quarterly reporting for both internal (Executive Committee and Business heads) and external parties (Equity investors and Banking partners)
• Spearhead the transition into AI-focused reporting and analysis, including the use of new technology and software, to reduce necessary manpower across the firm
• Provide ongoing financial analysis and decision-support for different business or growth opportunities that arise
• Own any financial analysis of external deal opportunities that may arise

Desired Qualifications

• 4-5 years of experience across Finance / FP&A / Strategic Finance functions
• Strategic thinker, organized, with a strong background in project management, and an ability to communicate and work closely with senior business leaders to take complex situations or topics and translate them succinctly and appropriately
• Bachelor’s degree in finance, accounting, economics, or related field strongly preferred (CPA or CFA ideal)
• Experience within similar industry (wealth management, alternative investments, private banking) strongly preferred
• Technical skills required – significant experience across Microsoft Excel and PowerPoint
• Knowledge and skills of presentation software, such as PowerBI, for reporting

What We Offer

• Competitive base salary and incentive compensation opportunity
• Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents
• 401K plan, Life insurance, and short & long-term disability coverage
• One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings
• Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care
• Personalized development and career growth opportunities
• Volunteerism opportunities and matching gift program
• Flexible time off, paid parental leave, and Sabbatical with company tenure
• Hybrid remote work environment, “Work from Anywhere” weeks, and business casual dress
• New office space with a variety of perks and amenities including catered lunches and stocked pantry

Additional Information

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $100,000 and $120,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.