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 |