JOB SUMMARY

\n\nThe Manager Finance is responsible for managing the annual forecasting/budgeting process, monthly financial variance reporting and other ad-hoc reporting. This role is responsible for the accurate reporting of expenses and operating/net income by entity and line of business.\n\n

WORK MODEL

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100% Onsite

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ESSENTIAL FUNCTIONS OF THE ROLE

\n\nManages Financial Advisors to ensure development, implementation and administration of financial policies and practices.\nIdentifies and provides opportunities for the staff to develop knowledge, skills and abilities needed to contribute to the success of the department.\nPrepares, administers, and monitors budget/forecast to maintain financial viability.\nPrepares and maintains profit and loss models for budget/forecast and “what-if” study.\nManages day-to-day financial planning operations, collaborates with other teams, to ensure accuracy of data.\nPrepares all monthly financial reports and variance investigation.\nProvides reports to operations team to assist in adherence to budget. Works with department heads to ensure adherence to budget, identify any gaps and propose solutions to remedy.\nCollects necessary supporting statistical information to facilitate monthly journal entries.\nOversees month end analytics and works with accounting team to ensure all monthly journal entries are reported correctly.\nSupports accounting team with regulatory audits.\n\n

KEY SUCCESS FACTORS

\n\nA Bachelor’s degree in Accounting, Finance or Business is required. A Master’s degree (e.g, MS, MBA) or equivalent (e.g., CPA, PE, etc.) is preferred.\nProficient with MS Office applications, SQL, Power Query, Power BI.\nProven leadership, management, data and communication abilities.\nEnsures that services are provided in a timely, accurate, effective, and cost-efficient manner and in compliance with established policies, procedures, and practices.\nEffectively implements department personnel policies and procedures in conjunction with selection, orientation, training, assignment and staffing, evaluation, discipline, and discharging employees in compliance with applicable employment regulations.\n\n

BENEFITS

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Our competitive benefits package includes the following

\n\nImmediate eligibility for health and welfare benefits\n401(k) savings plan with dollar-for-dollar match up to 5%\nTuition Reimbursement\nPTO accrual beginning Day 1\n\n

Note: Benefits may vary based upon position type and/or level

QUALIFICATIONS

- EDUCATION - Bachelor's 

- EXPERIENCE - 5 Years of Experience