Finance Manager

Finance Manager

Provide leadership and supervision to accounting team members and support operations and clients through sound judgement and discretion in applying accounting principles to day-to-day processes and functions. Assess team and department efficiencies to make improvement recommendations where necessary.

Essential Job Duties:

• Oversee a group of clients or a strategic client
• Develop productive, supportive relationships with key stakeholders (financial leadership, client team, and operations partners)
• Review team members' financial reports to ensure quality, timeliness, audit compliance and assess competencies
• Track team compliance with department SOC 1 audit controls; approve banking or financial transactions, schedules, and reports in accordance with best practice policy and procedures
• Monitor account health and other metrics, managing remediation as needed
• Direct new scope onboarding by coordinating with account leadership and clients
• Assess team/department workflows and policies to recommend or implement improvements in operating efficiencies and effectiveness
• Manage team performance, available capacity, and training needs through conducting one-on-one meetings, team meetings and addressing deficiencies timely and professionally
• Develop direct reports (as applicable) through goal setting, conducting mid-year and year-end performance reviews and delivering timely and meaningful performance feedback, while maintaining quality results and performance
• Lead departmental projects and/or assume a leadership role on one of the Client Accounting Committees
• Manage corporate P/L accounting (including month-end, AOP, forecasting) activities related to client
• Perform other related duties as required or requested

Supervisory Responsibilities :

• Leads/Assigns/Delegates tasks to Sr. Client Accountants, Client Accountants, and/or Interns
• May coordinate efforts of project team to complete work within project deadlines
• Provides solutions to routine/complex problems
• Direct reports may include Sr. Client Accountants, Client Accountants, and/or Interns

Education/Experience/Training:

• College degree in Finance or Accounting preferred

Work Experience:

• Requires five to seven years of experience or equivalent combination of education and experience
• Specialized Knowledge/Skills – Strong knowledge of Yardi and Workday software preferred; Strong MS Office Proficiency; Financial reporting for multiple entities preferred; Strong customer service, time management, and organizational skills; Exceptional delegation skills with the ability to be a hands-on contributor and take initiative; Ability to train, mentor and coach others effectively; Results oriented with strong sense of urgency

Competencies:

• Ethical Conduct
• Goal Setting
• Independent Judgement
• Initiative
• Leadership
• Problem Solving
• Relationship Management
• Time Management
• May be required to travel up to 10% of the time. Travel may vary in frequency and duration.
• Demonstrates the ability to have close visual acuity to perform an activity such as:
  • Preparing and analyzing data and figures; transcribing; viewing a computer terminal, etc.

AAP/EEO STATEMENT

C&W provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, C&W takes affirmative action to ensure that applicants are employed and employees during employment are treated without regard to any of these characteristics. Discrimination of any type will not be tolerated.

Note: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. This job description is subject to change at any time and may differ slightly based on regional location.

Other duties, responsibilities and activities may change or be assigned at any time with or without notice.