Finance Manager - Bartlett Wealth Management

The Finance Manager will work closely with the CFO and Controller to implement and manage all financial-related activities for the firm. Responsibilities include conducting accurate data analysis and providing recommendations and insights to the CFO; developing and maintaining annual and monthly company operating budget; reviewing and presenting monthly financial reports; overseeing 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.

What you'll be doing:

Financial Analysis and Management, Budgeting and Forecasting

• 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 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

What you need:

• 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

What we offer:

• 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.