What are the responsibilities and job description for the Financial Strategist (Manager) position at TheMasonGroup?
Financial Strategist
Responsibilities:
- Spearhead internal financial operations to ensure efficiency and compliance.
- Manage financial services reporting systems and regularly analyze general ledger account activity for accuracy.
- Oversee proper accounting and reporting for all revenue and expenditure accounts.
- Administer purchasing, receiving, accounts payable, accounts receivable, payroll, and employee benefits.
- Handle daily cash flow activities and prepare monthly bank reconciliations.
- Make independent decisions to maintain internal controls, meet financial reporting timelines, and ensure audit compliance.
- Assist senior management in preparing and monitoring the annual budget.
- Provide advice to senior management on financial performance issues, trends, and changes.
- Coordinate responses and provide information for local, state, and federal auditors.
- Perform internal audits and recommend procedural changes to enhance controls. Ensure compliance with financial reporting standards.
- Ensure compliance with relevant funding programs and financial mandates.
- Adhere to organizational policies and state/federal mandates related to financial services.
- Serve in a financial oversight capacity.
- Perform additional duties as assigned by senior management.
Qualifications:
- Degree preferred in Finance, Business Administration, Accounting, Economics, or related field. Years of relevant experience will also be considered.
- Prior experience in a financial or business-related role, such as Financial Analyst, Accountant, Bookkeeper, or Operations Leader.
- Certifications such as CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) are a plus but not required.
- Proficiency in financial planning, budgeting, forecasting, and financial analysis.
- Ability to identify, assess, and mitigate financial risks is a plus.
- Knowledge of financial regulations and compliance requirements.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Familiarity with financial software, or QuickBooks, and data analysis tools.
- Ability to safely and effectively lift, carry, and move objects of varying weights, and maintain physical dexterity and coordination.
What We Offer:
- A dynamic, flexible culture that promotes collaboration and professional/personal growth of each team member.
- A well-established team that values hard work, innovation, and recognizes the value of its people.
- Coaching and mentoring to help team members realize their potential and achieve their goals.
- An aggressive growth strategy providing ample advancement opportunities into operations and/or direct management roles.
- Competitive base package.
- Continuous training to ensure a knowledgeable and well-trained staff, contributing to our success.
- Competitive healthcare package.
- A commitment to providing value to our students, families, vendors, and, most importantly, to our team – YOU!
We are an equal opportunity employer and consider all applicants for positions without regard to race, color, religion, gender, sexual orientation, age, national origin, disability, veteran status, or any other protected status.
_ Looking forward to getting to know you!_
Job Type: Full-time
Pay: $70,000.00 - $115,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid parental leave
- Paid time off
- Retirement plan
- Tuition reimbursement
- Vision insurance
Schedule:
- Monday to Friday
Ability to Commute:
- Washington Crossing, PA 18977 (Required)
Work Location: In person
Salary : $70,000 - $115,000
