Finance Manager

Lupton Associates|Canandaigua, NY|Full-Time, On-Site Lupton Associatesis hiring a Finance Manager to own the finance and office operations. This is a hands‑on, senior role with real ownership of the books, payroll, reporting, and day‑to‑day office management. Beyond keeping the function running smoothly, we are looking for someone who enjoys finding ways to streamline and improve how the work gets done, including through advanced Excel and automation. If you take pride in well‑run, efficient operations, you will fit in well here. The Role at a Glance Position : Finance Manager Reports To : VP of Operations Team : Individual contributor, no direct reports Location : 343 North Main Street, Suite201, Canandaigua, NY14424. On‑site, not remote. Schedule : Full‑time, Monday to Friday, 8:00a.m. to5:00p.m. Compensation : $70,000 to $85,000 per year, based on experience Benefits : Health insurance, HSA, 401(k) with company match, life insurance, short‑ and long‑term disability What You Will Own Finance and accounting Full‑cycle bookkeeping: accounts payable, accounts receivable, banking, deposits, and bill pay. Payroll from start to finish, in coordination with our payroll provider, including computation, reporting, and distribution. Monthly close: journal entries, balance sheet reconciliations, and the monthly financial reporting package. Revenue recognition and 401(k) contribution processing. Commission and sales reporting: import and reconcile data, confirm it conforms to contract terms, and become our in‑house expert on the RepFabric CRM and how it feeds the accounting function. Office and operations Day‑to‑day office management. This role absorbs the responsibilities of a long‑tenured team member who is retiring, and is the on‑site point of contact for visitors, building tenants, and vendors. Supporting the Operations Manager with vendor and service contract management. Supporting the Operations Manager with facilities coordination, building maintenance, lease maintenance. General administration support for leadership, including scheduling, correspondence, and meeting coordination. Organized electronic records and document archives. Process improvement Look for ways to streamline and improve finance and office workflows, and partner with our VP of Operations to put those improvements in place. Build and maintain advanced Excel models and reports and help roll out and adopt new automated tools and workflows. Bring a thoughtful, continuous‑improvement mindset to recurring work. What We Are Looking For Required Advanced Excel. This one is essential. You are fluent with complex formulas, pivot tables, lookups, and cleaning and structuring messy data. PowerQuery experience is a strong plus. Proven ability to run a full finance and bookkeeping function on your own. You can demonstrate, through your experience or a working exercise, that you can do this job without a finance team behind you. General accounting depth: AP, AR, reconciliations, payroll, month‑end close, and reporting. QuickBooks or comparable accounting software. An appetite for improving and streamlining processes, including through automation and advanced Excel. Strong organization, attention to detail, and the judgment to handle confidential company and family financial information. Clear written and verbal communication, internal and external. Self‑directed and dependable. This role works with limited supervision. Education and experience Associate or bachelor’s degree in accounting, finance, or a related field preferred. A track record that clearly shows you can run this function. Roughly five or more years of hands‑on finance and bookkeeping ownership is typical, but we care more about demonstrated capability than a specific year count. Nice to have PowerQuery, Power Automate, or other automation tools. Experience with a CRM or sales commission system. RepFabric experience is a bonus. Exposure to a manufacturers’ representative, distribution, or commission‑based business. Comfort working alongside automation and AI tools. A Few Things to Know This is a senior, standalone finance role. You will own the finance function directly and report to the VP of Operations. It is a great fit for someone who values real ownership and a long‑term home rather than a stepping‑stone. The role is on‑site in Canandaigua, Monday to Friday. It is not remote or hybrid. You will handle confidential company and family financial information, so discretion is important. Lupton has been here since1969, with an average employee tenure of over fifteen years. We are proud that people who join tend to stay. Lupton Associates is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. #J-18808-Ljbffr