Manager of Financial Reporting

• Prepare and analyze comprehensive financial statements, ensuring accuracy and compliance with industry standards
• Manage and oversee the budgeting process, providing insights to support strategic decision-making
• Supervise the preparation and filing of tax returns, ensuring timely and accurate submissions
• Coordinate year-end reporting and profit-sharing documentation to meet organizational goals
• Lead audits and ensure proper reconciliation of balance sheet accounts
• Support financial planning initiatives, delivering actionable insights to drive growth
• Utilize and maintain accounting software systems, with a preference for QuickBooks and Tamarac
• Collaborate with portfolio management teams to align financial reporting with wealth management objectives
• Provide leadership and mentorship to accounting staff, fostering growth and development
• Ensure compliance with all relevant financial regulations and standards

• Minimum of 7 years of experience in accounting, preferably within the financial services industry
• Proven expertise in wealth management, portfolio management, or related areas
• Strong proficiency in preparing financial statements, budgets, and tax returns
• Familiarity with accounting software such as QuickBooks
• experience with Tamarac is a plus
• Solid understanding of auditing processes and balance sheet reconciliation
• Excellent organizational and analytical skills to manage complex financial tasks
• Ability to lead and mentor teams effectively
• Strong knowledge of financial regulations and compliance requirements

Experience with Tamarac

• Medical, vision, dental, and life and disability insurance
• Eligibility to enroll in company 401(k) plan