Finance Manager

3 weeks ago

Cincinnati, United States Bartlett Wealth Management Full time
Job DescriptionJob Description

The Finance Manager will work closely with the CFO and Controller to implement and manage all financial-related activities for the firm. Responsibilities include conducting accurate data analysis and providing recommendations and insights to the CFO; developing and maintaining annual and monthly company operating budget; reviewing and presenting monthly financial reports; overseeing preparation of financial statements and tax returns; creating, implementing, managing, and controlling department policies and procedures; managing internal and external audits; and ensuring effective internal controls.

What you'll be doing:

Financial Analysis and Management, Budgeting and Forecasting

  • Review and present monthly financial budgeting reports including monthly profit and loss, actual vs. budget, and actual vs. forecast to the CFO and Controller.
  • Review and analyze monthly financial results and provide recommendations to the CFO and Controller.
  • Prepare and disseminate the business intelligence report, including the monthly Focus Financial reporting, the monthly Net Revenue reporting, and the quarterly Assignment Score reporting
  • Develop and maintain monthly operating budget and annual company operating budget.
  • Manage creation of reports, software implementation and tools for budgeting and forecasting.
  • Oversee vendor and contract management.
  • Remain current on audit best practices as well as state, federal and local laws regarding company operations.
  • Collaborate with the Controller to evaluate and make suggestions for automating processes and increasing efficiencies, including systems and software to provide critical financial information.
  • Make regular reports and give updates to the CFO for areas of responsibility.
  • Assess and evaluate the financial performance of the company regarding operational goals, budgets, and forecasts. Provide insight and recommendations to both short-term and long-term plans of the company.

Management of Finance

  • Review and ensure application of appropriate internal controls to comply with SOX, GAAP and applicable federal, state, and local regulatory laws and rules for financial procedures and tax reporting.
  • Ensure timeliness and accuracy of financial and management reporting data.
  • Oversee the preparation of monthly, quarterly, and annual financial statements.
  • Oversee the preparation and timely filing of all local, state, and federal tax returns for the Operating Company.
  • Oversee month-end closing activities including general ledger accounts and account variances.
  • Oversee external and internal auditors and review support requested/provided.
  • Provide oversight to the hiring, development, and management of team members.

Requirements

What you need:

  • Bachelor’s degree in business administration, accounting, or finance. Master’s degree preferred.
  • C.P.A. designation highly desirable.
  • 5+ years of experience in a financial leadership role.
  • 10+ years total experience in accounting and financial management practices. Experience working in the financial services industry or with an RIA or other professional services firm is highly desirable.
  • 5+ years’ experience in a management role.
  • Strong knowledge of financial reporting, budgeting, and financial analysis.
  • Proficiency in financial modeling and forecasting.
  • In-depth knowledge and understanding of GAAP and SOX compliance.
  • Proficiency in the use of MS Office and financial management software.
  • Working knowledge and multiple years of experience in financial management with increasing responsibilities within a corporation.
  • Knowledge of the investment industry and the rules and regulations which govern the policies and procedures of the company.
  • Demonstrable leadership ability and confidence.
  • Significant experience working with external auditors, internal controls, and compliance-related issues.
  • Ability to analyze complex financial data and provide strategic insights.
  • Strong analytical, decision-making, and problem-solving skills.
  • Strong attention to detail and accuracy.
  • Project management experience and the ability to juggle multiple projects.
  • Experience developing workflows and improving processes and best practices.
  • Ability to organize responsibilities and determine priorities in a changing work environment.
  • Acts with a high degree of integrity and ethics, both personally and professionally.
  • Articulate, professional demeanor, presenting a good image.
  • Excellent presentation, oral and written communication skills.
  • Excellent interpersonal skills with the ability to listen and interpret, gather objective information, negotiate, and respond to all levels of interaction.
  • Demonstrable skill and agility in the use of current systems and technologies.

Benefits

What we offer:

  • A Top Workplace winning culture built on teamwork, integrity, and diligence.
  • Engaging work environment.
  • Opportunity for professional growth and development.
  • A hybrid work schedule.
  • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
  • Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
  • 401(k) plan with match and profit-sharing contribution.
  • Generous paid time off.
  • Paid parental and medical leave.

Bartlett Wealth Management is an Equal Opportunity Employer.

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