Finance Manager

4 weeks ago

Boston, United States Heritage Holding Full time

Heritage Technology Partners is one of America’s fastest-growing managed service providers (MSP). HTS has revenue at $30-$50M with momentum to surpass $100M in two years. We deliver high-speed, reliable IT solutions to our customers in various industries. Our company mission is to bridge the technology gap by providing next-generation IT services to businesses of all sizes, ensuring they can rely on the same technology and economic benefits as larger enterprises. As we continue to expand our footprint and offerings, we are seeking a dedicated and motivated Finance Manager to lead and develop our finance team. This is an exciting opportunity to be part of a fast-growing MSP with ample room for professional growth and advancement.


Heritage Technology Partners is backed by Heritage Holding, a private equity fund founded in 2015 and based in Boston, MA. The firm is focused on building growing platforms through ambitious operational initiatives and bolt-on acquisitions, and this role will work closely with the Heritage team. This is a perfect role for someone who is good with numbers, looking for a fast-paced work environment, and accelerated career growth opportunities. Our company has doubled every year since inception, and we plan to keep it that way.


Key Responsibilities:

  1. Financial Reporting: Lead the preparation of monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with accounting standards.
  2. Financial Analysis: Perform financial analysis, including variance analysis, trend analysis, and cost analysis, to provide insights into financial performance.
  3. General Ledger Management: Oversee bookkeeping functions, ensuring adherence to GAAP principles, and accurate classification of expenditures.
  4. Cash Flow Management: Manage the cash flows at each of our companies to ensure optimal liquidity.
  5. Budgeting: Create, develop, and maintain budgets to support strategic planning and decision-making.
  6. Budget Tracking: Track actual results against budgets, providing detailed variance analysis and reports.
  7. Audit Coordination: Act as the point of contact with auditors and assist in the coordination of financial audits, tax filings, and regulatory compliance.
  8. Compliance: Ensure compliance with government reporting and financial regulations.
  9. Process Improvement: Identify opportunities and lead projects for process improvement and automation within the finance department to increase efficiency and accuracy, including managing AP, issuing POs, and getting approval for those POs.
  10. Cost Saving: Find and evaluate ways to save on costs across the organization.
  11. Consolidated Financials: Compile consolidated financial statements and provide these to our lender, acting as the point of contact for any questions from the lender.
  12. Financial Reporting: Report on variances to budget and prior months, providing insights and recommendations.
  13. Financial Policies: Create financial policies for acceptable travel, meals, and other expenditures for Heritage Technology Partners employees to follow.
  14. Payroll: Oversee the payroll process, ensuring accuracy and compliance.
  15. Monthly Close: Oversee the monthly close process to ensure timely and accurate financial reporting.
  16. Ad-Hoc Projects: Participate in special projects and initiatives as needed, providing financial expertise and analysis.
  17. ERP Reporting: Input financial information into ERP for reporting, invoicing, and auditing


Qualifications:

  • Bachelor’s degree in accounting or related field
  • Strong understanding of accounting principles, financial reporting, and financial analysis
  • 5+ years of experience in a related field
  • CPA and/or MBA a plus
  • Proficient in Microsoft Office suite and QuickBooks
  • Strong organizational and analytical skills
  • Desire to grow and scale a finance team in a fast-paced, entrepreneurial environment


Compensation and Benefits:

  • Competitive salary, including equity
  • Comprehensive benefits package including health, dental, and retirement plans
  • Employee discounts on IT services


Location: Hybrid- Boston, MA/ Albany, NY / North Carolina

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