Financial Manager

3 weeks ago


Chicago, Illinois, United States Zuckerman Investment Group Full time
Finance Manager Opportunity at Zuckerman Investment Group

Zuckerman Investment Group, a family-owned and independent wealth management firm based in Chicago, IL, is seeking a highly skilled Finance Manager to join their team. With over $1.6 billion in assets under management, spanning over 300 families and individuals across multiple generations, this is a unique opportunity to participate in the growth of a established wealth management firm.

Key Responsibilities:
  • Oversee and execute the firm's financial reporting function, including maintaining books and records, financial reporting packages, cash flow forecasting, annual business filings, budgeting, and tax returns coordination.
  • Execute the client billing process, which includes management fee calculations, reviewing client invoices, collecting receivables, and reconciling billings and cash collections.
  • Manage the firm's private investment funds, including maintaining books and records, valuations, investor reporting, tax, and audit.
  • Oversee, execute, and verify the firm's investor reporting process.
  • Manage relationships with key firm vendors, including CPA firms for tax return preparation and private fund audits, and insurance brokers. Oversee contracts and coordinate payments.
Requirements:
  • Bachelor's Degree in Accounting or Finance.
  • 3+ years of experience in a large accounting firm.
  • Highly organized, extremely detail-oriented, and ability to solve complex problems.
  • Excellent verbal and written communication skills.
Preferred Qualifications:
  • Experience with Intuit QuickBooks.
  • Certified Public Accountant (CPA).

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