Sample finance manager job description

At [Company X], we’re committed to securing every person’s immediate and long-term financial goals, including our own. We’re searching for a qualified finance manager to join us in providing a balanced combination of professional investment management and personalized financial planning. The ideal candidate shares our commitment to carefully guide decision-making for portfolio management, investment planning, tax minimization, risk management, budgeting, charitable giving, asset purchases, and sales. As a leader of the finance team, the manager will work with like-minded professionals and continually focus on sharpening their knowledge and skills so that we remain at the top of our industry.

Objectives of this role

  • Develop new metrics for driving business performance relative to strategic priorities and minimizing risk
  • Drive value within the business through margin enhancement, lower costs, and operational efficiencies
  • Execute accurate reporting that enables sound analysis and financial recommendations
  • Provide insights into business performance vs. competitor and industry trends
  • Manage relationships with bankers, auditors, and tax authorities
  • Comply with national and local financial regulations by studying existing and proposed legislation


  • Manage a team that develops financial and valuation models, materials, and recommendations for executive decision-making by conducting comprehensive analyses and utilizing appropriate methods
  • Coordinate strategic financial planning for the company and its clients, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance
  • Focus on daily and month-end accounting to determine results, including P&L activity (management fees, fee splitting, gross-ups, reclasses), balance sheet activity (deferrals, accruals), and accounts-receivable cash application, in compliance with GAAP
  • Support finance partners in implementing valuation models, measuring results, tracking performance vs. expectations, and providing recommendations for corrective action
  • Provide insights about spending trends, cost-savings initiatives, and margin opportunities

Required skills and qualifications

  • Current certificate of qualifications, which may include FCA, CII, DipFA, CISI, and FINRA Series 7 or Series 63 licensure
  • One or two years of professional experience in finance or accounting
  • Knowledge of the securities, insurance, and mutual fund industries
  • Personal integrity and an ability to maintain the confidentiality of company and client information

Preferred skills and qualifications

  • Bachelor’s degree (or equivalent) in finance or related field
  • FINRA Series 65 or Series 66 licensure
  • Experience with financial planning software