Finance Manager

At [Company X], we're committed to securing every person's immediate and long-term financial goals, including our own. We're searching for a qualified finance manager to join us in providing a balanced combination of professional investment management and personalized financial planning. The ideal candidate shares our commitment to carefully guide decision-making for portfolio management, investment planning, tax minimization, risk management, budgeting, charitable giving, asset purchases, and sales. As a leader of the finance team, the manager will work with like-minded professionals and continually focus on sharpening their knowledge and skills so that we remain at the top of our industry. Objectives of this role Develop new metrics for driving business performance relative to strategic priorities and minimizing risk Drive value within the business through margin enhancement, lower costs, and operational efficiencies Execute accurate reporting that enables sound analysis and financial recommendations Provide insights into business performance vs. competitor and industry trends Manage relationships with bankers, auditors, and tax authorities Comply with national and local financial regulations by studying existing and proposed legislation Responsibilities Manage a team that develops financial and valuation models, materials, and recommendations for executive decision-making by conducting comprehensive analyses and utilizing appropriate methods Coordinate strategic financial planning for the company and its clients, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance Focus on daily and month-end accounting to determine results, including P&L activity (management fees, fee splitting, gross-ups, reclasses), balance sheet activity (deferrals, accruals), and accounts-receivable cash application, in compliance with GAAP Support finance partners in implementing valuation models, measuring results, tracking performance vs. expectations, and providing recommendations for corrective action Provide insights about spending trends, cost-savings initiatives, and margin opportunities Required skills and qualifications Current certificate of qualifications, which may include FCA, CII, DipFA, CISI, and FINRA Series 7 or Series 63 licensure One or two years of professional experience in finance or accounting Knowledge of the securities, insurance, and mutual fund industries Personal integrity and an ability to maintain the confidentiality of company and client information Preferred skills and qualifications Bachelor's degree (or equivalent) in finance or related field FINRA Series 65 or Series 66 licensure Experience with financial planning software