Finance Manager

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Finance Manager to join our award-winning team!  If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!   

The Finance Manager primarily manages day-to-day financial operations, including accounts payable and receivable, capital accounts, cash flow optimization, and budgeting. This is a dynamic, hands-on position that requires excellent financial analysis, project management, and communication skills.

The ideal candidate will have a bachelor's degree in finance or accounting, at least five years of experience in finance/accounting, and an MBA or CPA designation is preferred.  

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000.  Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve.  This gives them the complete picture and confidence in their financial future.  

Key Skills and Requirements as Finance Manager:

• Bachelor’s degree in Finance, Accounting, or a related field; CPA preferred.
• Minimum of 5 years of relevant finance and accounting experience, preferably within wealth management.
• Strong understanding of accounting principles and financial management practices.
• Proficient in Microsoft Excel, including advanced functions, pivot tables, and spreadsheet management.
• Experience with financial reporting, budgeting, and cash flow management.
• Ability to manage multiple projects simultaneously and work in a fast-paced environment.
• Strong communication skills, with the ability to effectively liaise with both internal teams and external partners.
• Detail-oriented with excellent analytical and problem-solving abilities.
• Familiarity with wealth management industry practices and regulations.
• Experience using financial management software or enterprise resource planning (ERP) systems.
• Strong project management experience.

Responsibilities as Finance Manager:

• Act as the primary liaison between Mission Wealth and outsourced financial partners. 
• Manage and communicate financial data with external partners to ensure alignment with business goals and objectives.
• Oversee the accounts payable and accounts receivable functions, ensuring timely and accurate processing of invoices, payments, and collections.
• Maintain and manage capital accounts and the associated financial records.
• Perform daily bank reconciliation to ensure accuracy between bank accounts and financial records.
• Monitor and report on daily cash flows and discrepancies, if any.
• Lead the analysis of monthly P&L reports, incorporating data from Amex and Visa transactions.
• Maintain and update the quarterly bonus spreadsheet
• Track and manage raise and hire information for employees, including salary adjustments and hiring processes.
• Lead the annual budgeting process, working with senior leadership to set financial targets and forecast revenue and expenses for the upcoming year.
• Manage and execute various finance-related projects as directed by leadership, ensuring timely completion and alignment with company goals.
• Provide ongoing support for any additional finance and accounting tasks identified by leadership.
• Take initiative to continuously improve processes and contribute to the financial success of the company.

Job Type: Full-time, salaried non-exempt

Location: This position is based at our Santa Barbara office and is a hybrid role, requiring at least two days in the office each week.

Salary:  $120,00 plus bonus paid in quarterly increments, estimate total compensation between $145,000-$150,000 per year.  

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at tkunze@missionwealth.com.  Be sure to share one of your favorite volunteer projects too!  We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.