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