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 |
