• Lead annual budgeting and forecasting processes in partnership with senior business leaders • Prepare monthly, quarterly, and annual financial reports and variance analyses for executive leadership • Spearhead the automation of our financial operations, leveraging AI and modern development tools to transition the team from manual Excel spreadsheets to highly scalable, automated workflows • Develop and maintain financial models for scenario planning, sensitivity analysis, and long-term forecasts • Provide financial support on strategic initiatives, investments, and operational improvements • Identify and drive continuous improvements in financial processes, systems, and reporting workflows • Collaborate with Accounting and other Finance teams to ensure accurate and timely reporting in line with accounting standards • Monitor and report on financial and operational KPIs, offering insights to drive performance • Support ad hoc analyses, M&A, due diligence, and special projects as needed • Manage and mentor a team of FP&A professionals, fostering growth and development

Role Description The Associate Director, FP&A plays a critical role in driving analytical rigor across the firm, with a strong focus on business line profitability, capacity utilization, and pricing strategy. This role goes beyond traditional planning cycles to deliver deep insights into revenue drivers, cost structures, and operational efficiency, enabling leadership to optimize growth and profitability across client segments and service models. Key Responsibilities - Advanced Financial & Business Analysis - Lead profitability analysis across business lines and by office/region - Develop detailed models to evaluate revenue yield, cost-to-serve, and contribution margins - Support detailed MD&A analysis & identify key trends/insights on financial performance - Manage key KPIs such as utilization and capacity analysis, and revenue by office and lead - Lead pricing analysis by office/region - Support M&A related analysis - Financial Planning & Forecasting - Lead budgeting and forecasting processes with a focus on key value drivers - Oversee budget to actuals and variance analysis - Lead cash forecast modeling and cash flow management processes - Development of multi-year financial forecasts - Continuously improve forecast accuracy through data-driven insights and scenario analysis Qualifications - Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, Management Information Systems or related field - 10+ years of experience in FP&A, corporate finance, or strategic finance roles - Strong experience in financial services, preferably wealth or asset management - Advanced financial modeling and data analysis/modeling capabilities - Strong understanding of business line economics, cost allocation, and profitability frameworks - Experience analyzing capacity utilization, productivity metrics, and operational efficiency - Knowledge of pricing strategy, fee structures, and revenue optimization techniques, preferably in private equity funded/managed and AUM-based revenue structures - Advanced proficiency in Excel - Experience with Netsuite Planning & Budgeting and Netsuite Data Analytics Warehouse and PowerBi or equivalent preferred - Excellent communication skills with the ability to influence senior stakeholders - Strong problem-solving mindset with attention to detail and intellectual curiosity Requirements - Pathstone’s expected starting base compensation range for the position as of the time of this posting is $145,000 - $170,000 per year. - The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. - The successful candidate(s) may also be eligible for a discretionary bonus award. Visa Sponsorship - Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. Company Description Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being. - Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance. - With more than 20 office locations and $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years. - Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. - Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work.

• Create top-line financial and operational models to identify risks/opportunities and enable scenario planning • Lead revenue forecasting and pipeline management efforts, working closely with Sales, Finance, and Marketing to build connectivity between teams • Assist with annual operating planning and quarterly reforecasts • Partner with sales leaders on key operational and strategic questions and analyses • Ensure data integrity and consistency across pipelines • Design and enforce standardized forecasting cadences and reviews • Leverage data and AI to create dashboards and tools with the goal of providing deeper visibility and enabling better decision making • Work across functions to drive accountability and continuous improvement through automation and process redesign

• Assist in financial planning and analysis by building and maintaining models for forecasting, budgeting, and cost analysis for R&D functions. • Prepare accurate monthly, quarterly, and annual financial reports to track company performance. • Conduct variance analysis to compare actual results against budgets and forecasts, identifying key drivers. • Collaborate with cross-functional teams to provide insights and support decision-making processes. • Partner with R&D business partners to identify cost-saving opportunities and drive process improvements. • Ensure the integrity and accuracy of financial data by managing financial databases and reporting systems. • Champion, role model, and embed Samsara’s cultural principles as we scale globally.