What are the responsibilities and job description for the Finance Manager position at Confidential?
Summary/objective
As a Finance Manager, you will play a pivotal role in overseeing the financial aspects of our firm's operations, ensuring compliance with regulatory requirements, and providing strategic financial guidance. You will contribute to the financial reporting, budgeting, forecasting, and financial analysis while collaborating with our team to drive financial excellence.
Essential functions
- Lead the preparation, review and presentation of financial statements, including balance sheets, income statements in accordance with GAAP or relevant accounting standards
- Develop and manage the operational budgets, working closely with national office and local partners to set financial targets
- Assist in creation of financial forecasts and analyze variances to support informed decision-making
- Analyze financial data to identify trends, anomalies, and opportunities for improvement
- Provide strategic recommendations to improve financial performance and operational efficiency
- Supervise work in progress and accounts receivables in accordance with firm policies including directing others to perform time and expense fee adjustments, write-offs, transfers, and/or application of advances and retainers
- Lead and mentor the finance and accounting team, providing guidance and support in financial matters and professional development
- Collaborate with regional leadership to identify needs and resolve operational obstacles to providing superior service
- Exercise judgment in responding to unique and urgent situations; including time sensitive, nonstandard, and/or complex matters
- Ensure compliance with accounting standards and regulatory requirements
- Stay informed about industry trends and accounting standards
Required education and experience
- Bachelor's degree in finance, accounting, or a related field
- 6 – 8 years of relevant experience
- Minimum of 2 of progressive experience in finance and accounting roles, with previous managerial experience
- Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint)
Preferred education and experience
- CPA or other relevant certification
- Experience at a professional services firm or shared services department
Master’s degree in accounting, finance, or related field
