Financial Director

2 days ago


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

Job Summary:

The Finance Manager will play a critical role in the success of Bartlett Wealth Management by leading the financial planning, analysis, and reporting functions. This individual will work closely with the CFO and Controller to develop and implement financial strategies that drive business growth and profitability.

Key Responsibilities:

  • Develop and maintain financial models and forecasts to inform business decisions
  • Prepare and analyze financial reports, including balance sheets, income statements, and cash flow statements
  • Manage the financial planning and analysis process, including budgeting and forecasting
  • Oversee the preparation of financial statements and tax returns
  • Ensure compliance with GAAP and SOX regulations
  • Collaborate with the Controller to evaluate and improve financial processes and systems
  • Provide financial guidance and support to senior management and other stakeholders

Requirements:

  • Bachelor's degree in business administration, accounting, or finance
  • 5+ years of experience in a financial leadership role
  • Strong knowledge of financial reporting, budgeting, and financial analysis
  • Proficiency in financial modeling and forecasting
  • Experience working in the financial services industry or with an RIA or other professional services firm

What We Offer:

  • A Top Workplace winning culture built on teamwork, integrity, and diligence
  • Engaging work environment
  • Opportunity for professional growth and development
  • 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 401(k) plan with match and profit-sharing contribution

Bartlett Wealth Management is an Equal Opportunity Employer.



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