Cfo

• Assist in the preparation of monthly P&L statements
• Manage A/R, A/P, and Payroll (using Paychex), managing a team of 5+ accounting staff
• Oversee production of KPIs
• Revenue and expense variance analysis
• Reconcile Sage Intelligence to MAS financials
• Process monthly accruals for different divisions
• Reconcile accruals to cash accounting statements
• Post accrued revenue and expenses to the general ledger
• Oversee and generate multiple commission calculations across the firm
• Generate and maintain P&L’s for additional business units and department level P&L’s
• Oversee payroll and billing for separate divisions
• Serve as the firm’s financial representative on a board that oversees three Mutual Funds and three ETFs
• Oversee external financial audit and tax work on a timely basis
• Oversee an office manager as a direct report, including phone systems, supplies, reception and mail

• A Bachelor’s degree is required, and a CPA is preferred
• 10+ years of progressive and upwardly mobile accounting roles
• Leadership roles in previous organizations
• Experience in asset management or finance a plus

Experience in asset management or finance a plus

• Medical, vision, dental, life, and disability insurance
• bonus