Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 83 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. Summary. The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with f...
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, i...
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, i...
