You might hire a finance manager to:

  • Identify new metrics to drive business performance while minimizing risk
  • Drive value within the business through margin enhancement, lowering costs and driving operational efficiencies

  • Execute accurate reporting to analyze options and make financial recommendations

  • Provide insight into business performance against competitor and industry trends

  • Manage relationships with bankers, auditors, and tax authorities

  • Maintain compliance with federal, state, and local financial requirements by studying new and existing legislation

Required skills and qualifications Preferred skills and qualifications
Current certificate of qualifications, which may include FCA, CII, DipFA, CISI, FINRA Series 7 and 63 Securities Registration Master’s degree in finance or accounting
1-2 years of financial or accounting experience 66 or 67 Securities Registration
Knowledge of securities, insurance, and mutual fund industries Experience with financial planning software
Personal integrity; ability to keep client and company confidences Comfort with the cyclicality of the role and the peaks and valleys of the workload, particularly around the quarter-end close
Proficient in Microsoft Office and PowerPoint