Financial Director

6 days ago

Cincinnati, Ohio, United States Bartlett Wealth Management Full time
Job Title: Finance Manager

The Finance Manager will play a critical role in the success of Bartlett Wealth Management, working closely with the Chief Financial Officer (CFO) and Controller to implement and manage all financial-related activities for the firm. This includes conducting accurate data analysis and providing recommendations and insights to the CFO, developing and maintaining annual and monthly company operating budgets, reviewing and presenting monthly financial reports, overseeing the 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.

Key Responsibilities:
  • 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 the 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:
  • 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:
  • 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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