Company Description
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.
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. Go beyond the numbers-tell the story behind them, uncovering what's driving business performance today and what will shape it in the future.
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 performance-translating 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
You Embrace Evolution: You are able to manage changing priorities, willing to look for solutions beyond the conventional, and committed to applying new concepts to your work while learning from past experiences.
You Communicate to Connect: You have the courage, confidence, and skill to communicate internally and externally regardless of the audience.
You Collaborate with Purpose: You invite others' opinions into your decision-making processes, and you commit to the team approach, balancing the value you can add with others' contributions.
You Prioritize to GSD (Get Stuff Done): You work well under pressure, can balance different projects and demands at the same time, and are adept at managing deadlines, "managing up," and working with others to prioritize the most urgent and important actions to complete.
You Are All In: You demonstrate, in words and actions, enthusiasm and passion for Matter's defining purpose, values, and the vision we share.
You're Proactive: You like to identify what needs to be done and do it thoughtfully and creatively before being asked or before the situation requires it.
You Focus on Quality: You set high quality standards and strive for continuous improvement and quality assurance. You follow up to ensure that deliverables, agreements, and commitments are fulfilled and have met expectations.
You Apply Organization Sensitivity: You are aware of how your actions, decisions, and choices impact parts of the organization. You practice systemic thinking and understand how policies, practices, trends, technology and information will affect not only you, but others in the organization.
Qualifications
Proven experience as an energetic, forward-thinking and creative finance leader with high ethical standards and a strong desire to work in a dynamic environment with a high-performing team.
Experience as a Managing Director of Finance or in a senior financial leadership role.
A strategic visionary with sound technical skills, analytical ability, good judgment as well as a strong operational focus to drive the business through both organic and inorganic growth.
Proven success in building a high-performing finance function and team that is fiscally responsible while also driving the market value of the firm.
An effective and proactive communicator at all levels in the organization.
A collaborative, transparent and flexible style, with a strong partnership mentality.
Strong experience with mergers and acquisitions, and the successful integration of those acquisitions.
Experience operating in a complex, fast-paced environment.
Experience operating in a levered environment with debt compliance and reporting obligations.
Minimum of BS/BA (or equivalent) in Accounting or Finance; MBA and/or CPA preferred.
Benefits
Competitive Salary and Annual Performance Based Bonus
Medical and Dental Health Plans
Supplemented Health Savings Account and Health Flexible Spending Account
Dependent Care Flexible Spending Account
Employer Supplemented Health Reimbursement Account Plan
Short- and Long-term disability coverage paid for by employer
Paid Group Life Insurance
Flexible 401(k) retirement benefits with employer matching
10 paid holidays per year plus competitive vacation and sick leave
Cell phone reimbursement plan
Opportunity for advancement based on performance, personal growth, and cultural fit
Work with a team-oriented culture that supports continuing education and career growth
Strong support for volunteer, community, and/or industry involvement
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.
