Financial Operations Manager
1 month ago
Devine Millimet & Branch is seeking a highly skilled Financial Manager to join our management team. As a key leader, you will be responsible for managing the daily operations of the Finance department and helping the firm achieve its financial and strategic goals.
Key Responsibilities:- Provide leadership and supervision to the Finance department and its staff, ensuring the effective management of IOLTA, general ledger accounting, billing, accounts receivable, accounts payable, and payroll.
- Develop and implement statistical data gathering processes for outgoing attorney letters.
- Review and approve workflow, write-offs, and overpayments, as well as bi-weekly payroll and 401k preprocess audits, and quarterly payroll audits.
- Prepare the annual operating and capital budgets with input from the management team and for approval by the Board of Directors.
- Work with the management team to manage and monitor budget performance and report to the Director of Administration, President, and Board of Directors.
- Analyze and report on variances from the budget, conduct profitability analyses, and make financial presentations to the Shareholders as requested.
- Prepare the annual Shareholder Compensation packet for compensation meetings in January.
- Establish, implement, and maintain prudent financial and internal controls throughout the firm.
- Establish and maintain a working relationship with a bank or banks, credit line renewal, and obtaining approval of the Board of Directors whenever any major change in these relationships is desired.
- Invest excess funds to maximize interest income while maintaining minimum risk.
- Administer the retirement plan under the direction of the Pension Committee.
- Act as liaison between the firm and the firm's accountants.
- Ensure that all tax reporting for the firm is done in a timely fashion.
- Provide accounting services for any ancillary entities.
- Administer and obtain renewal quotes on firm insurance policies, including professional liability, general liability, property casualty coverage, fiduciary and crime coverage, and worker's compensation.
- Negotiate with all outside vendors affecting the finance department concerning price and quality of services or products provided to the firm.
- Serve as a trusted colleague for other members of the management team, contributing to an environment of teamwork and cooperation.
- Bachelor's Degree in accounting, finance, or business management required.
- CPA designation strongly preferred.
- Strong technical skills required, especially with Microsoft Excel.
- Eight to ten years of experience in finance/accounting with increasing responsibility, including proven success managing projects and people.
- Experience at a professional services company preferred.
- Experience with process improvement preferred.
- Experience with Rippe & Kingston (SurePoint) Legal Management System desirable.
- General knowledge of financial systems, relational databases, and reporting tools desirable.
- Excellent verbal and written communications skills.
- Excellent analytical and organizational skills.
Devine Millimet & Branch offers competitive salaries and attractive growth opportunities, along with an excellent benefits package. We attract sophisticated and interesting work from national, regional, and local companies and individuals. We are an equal opportunity employer.
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