7 Jobs in Beachwood, OH
Pepper Pike Capital Partners is Hiring a Finance Manager Near Beachwood, OH
Key Responsibilities
- Financial Planning and Strategy: Develop and implement personalized financial strategies and plans to achieve the CEO/Owner's financial goals.
- Investment Management: Oversee and manage the CEO/Owner's investment portfolio, including evaluating opportunities, risks, and performance.
- Tax Planning and Compliance: Ensure timely and accurate tax planning, preparation, and filing in compliance with all relevant regulations.
- Budgeting and Forecasting: Create and manage detailed budgets and financial forecasts to track spending and savings.
- Risk Management: Identify and mitigate financial risks through strategic planning and investment diversification.
- Cash Flow Management: Monitor and manage cash flow to ensure liquidity and optimal allocation of funds.
- Estate Planning: Work with legal advisors to develop and maintain comprehensive estate plans.
- Financial Reporting: Prepare and present detailed financial reports, statements, and analyses to the CEO/Owner.
- Debt Management: Oversee and manage any personal debts, ensuring favorable terms and repayment plans.
- Philanthropy Management: Assist in managing charitable donations and philanthropic endeavors.
- Ad Hoc Projects: Handle special financial projects and tasks as needed.
- Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or relevant advanced degree preferred.
- Big Four (4) experience highly desirable
- CPA, CFA, or equivalent certification highly desirable.
- Minimum of 7 years of experience in personal financial management, wealth management, or a related field.
- Strong knowledge of investment strategies, tax planning, and financial regulations.
- Exceptional analytical, organizational, and problem-solving skills.
- Excellent communication and interpersonal skills.
- High level of integrity and confidentiality.
- Proficiency in financial software and tools.
- Opportunity to work closely with a high-profile executive.
- Competitive salary and benefits package.
- Professional growth and development opportunities.
- A supportive and collaborative work environment.
Job Summary
Full Time
$121k-154k (estimate)
07/06/2024
08/02/2024
pep-cap.com
Beachwood, OH
25 - 50
Related Companies
The job skills required for Finance Manager include Accounting, Financial Reporting, CPA, Financial Management, Problem Solving, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Finance Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Finance Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Finance Manager positions, which can be used as a reference in future career path planning. As a Finance Manager, it can be promoted into senior positions as a Finance Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Finance Manager. You can explore the career advancement for a Finance Manager below and select your interested title to get hiring information.
If you are interested in becoming a Finance Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Finance Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Finance Manager job description and responsibilities
Prepare financial statements, business activity reports, and financial forecasts.
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Ensure that the organization’s financial records and recordkeeping methods are in compliance with applicable standards and regulations.
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Manage employees and contractors who are responsible for financial reporting and budgeting.
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Periodically review the organization’s financial reports and identify opportunities for cost reduction.
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Analyze data and advise top management on how to maximize profits.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Finance Manager jobs
Analyze market trends and identify opportunities for growth/expansion.
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SOversee organization’s investments.
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Step 3: View the best colleges and universities for Finance Manager.
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