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Finance Manager

Bartlett Wealth Management

Bartlett Wealth Management

Accounting & Finance
Cincinnati, OH, USA
Posted on Aug 27, 2024

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.