Managing Director - Finance

Managing Director Of Finance

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings : Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.

Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.

Your Responsibilities

Matter is seeking a Managing Director of Finance (this is Matter's equivalent to a Vice President of Finance) who will head and lead the Finance function as a proactive and strategic business partner. The Managing Director of Finance will play a key role in the early stages of business initiatives, leading the development and execution of business strategies. The Managing Director of Finance will be a critical partner in support of Matter's organic growth and acquisition plans and be involved in all aspects of building the company strategy and execution.

Responsibilities include :

• Be a true strategic partner to the senior leadership team, assessing organizational performance against industry best practices, the annual operating plan, and long-term strategy.
• Lead with impact by engaging the Matter team in tracking and executing strategic initiatives and business segmentation that fuel business growth and operational excellence.
• Earn trust and credibility across the Matter organization, with Forsyth Partners, and among company officers as a solutions-driven leader who tackles business challenges with clarity and confidence.
• Equip decision-makers with actionable insights by developing tools and systems that provide clear financial, business, and operational visibility. Offer recommendations that drive both strategic direction and operational execution.
• Support growth and innovation by collaborating with client teams on contract structuring, pricing strategies, and new business opportunities that drive sustainable success.
• Engage with the Board and investors on key trends, shifts in the operating model, acquisitions, and business performancetranslating insights into action plans that deliver results.
• Shape the financial future by developing critical reporting standards and packages, including the annual budget, EVA plan, and board decks, to guide investment decisions and performance improvement. Design and implement a capital structure that aligns with the company's growth and financing needs.
• Drive the financial integration of acquired businesses, ensuring seamless alignment across planning, reporting, and consolidation processes. Lead acquisition-related projects.
• Ensure financial integrity and compliance by overseeing accounts, ledgers, and reporting systems while maintaining strong internal controls. Manage audits and ensure adherence to all regulatory requirements, including tax laws, GAAP, FAR, and CAS. Collaborate with the Chief Compliance Officer.
• Optimize cash flow management with reliable forecasting, strategic banking relationships, and initiatives that enhance financial positioning.

Who You Are

Qualifications

Benefits

Additional information

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.