Accounting and Finance Manager

Job Description

Job Description

The Accounting & Finance Manager is responsible for the accuracy, integrity, and day-to-day management of Wendt's financial operations . This role oversees the accounting function, ensuring financial reporting, compliance, internal controls, and operational processes are completed accurately and consistently. By providing reliable financial information and maintaining a strong financial foundation, the Accounting & Finance Manager helps agency leadership make informed business decisions and supports the long-term success of the agency.

This role works closely with the Vice President of Development & Finance and has the opportunity to grow over time, taking on a greater role in financial planning, business insights, and supporting the long-term success of the agency.

Key Responsibilities

Financial Operations

• Oversee day-to-day accounting operations, including general ledger, accounts payable, accounts receivable, and month-end/year-end close
• Ensure financial transactions are accurate, timely, and compliant with generally accepted accounting principles (GAAP)
• Prepare accurate and timely financial statements, reports, and reconciliations to ensure leadership has reliable information regarding the agency's financial position
• Maintain accurate financial records and supporting documentation
• Partner with account managers overseeing project billing, client financial reporting, and account analysis

Financial Stewardship

• Support budgeting, forecasting, cash flow management, and financial planning
• Develop an understanding of financial performance and contribute insights that support informed business decisions
• Maintain and strengthen internal controls, accounting procedures, and financial safeguards
• Ensure compliance with tax, reporting, licensing, and regulatory requirements
• Manage banking relationships, insurance administration, and other financial partnerships
• Coordinate annual audits, tax preparation, and regulatory reporting

Partnership, Process, and Growth

• Partner closely with the Vice President of Development & Finance to support sound financial decision making
• Collaborate with agency leadership to provide financial guidance and business insights
• Identify opportunities to improve financial systems, reporting, workflows, and operational efficiency
• Recommend and help implement process improvements and automation that support a growing agency
• Continue developing financial leadership skills while contributing to the agency's long-term success

Key Strengths & Qualifications

• Bachelor's degree in accounting, finance, business administration, or related field preferred
• 3–5 years of accounting or financial operations experience preferred
• Experience managing core accounting functions including general ledger, accounts payable, accounts receivable, payroll, reconciliations, and financial reporting
• Working knowledge of GAAP and sound accounting principles
• Experience using accounting software and Microsoft Excel
• Strong organizational skills with exceptional attention to detail
• High level of integrity, accountability, and sound judgment
• Curious, proactive, and excited to continue growing professionally
• Ability to work independently while collaborating closely with agency leadership

General Agency Responsibilities/Requirements

• Work to find opportunities for professional and personal growth.
• Understand Wendt’s culture, philosophies, and range of capabilities.
• Keep work area neat and organized.
• Monitor schedules and deadlines for all projects. If a conflict arises, meet with the Operations Manager to find a solution.
• Contribute to a positive, supportive environment.
• Provide industry best practices and maintain the highest level of ethics and standards.
• Strive to love and live Wendt’s brand pillars.
• Wendt strives to work as a team, and employees are often required to perform various duties for the overall good of the organization and our clientele. These duties may sometimes fall outside the job description.

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