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.
- 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.