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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


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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  
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A woman seated at a desk faces her computer as she participates in a virtual job interview with a gray-haired man in a suit.
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