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 national 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, and FINRA Series 7 or Series 63 licensure | Master’s degree in finance or accounting |
| One or two years of professional experience in finance or accounting | FINRA Series 65 or Series 66 licensure |
| Knowledge of the securities, insurance, and mutual fund industries | Experience with financial planning software |
| Personal integrity and an ability to maintain the confidentiality of company and client information | Comfort with cyclical nature of the workload, especially quarter-end close |
