Finance Manager

Wells Group; New York (NY); On-site; USD 130,000 - 180,000; Full time

Job summary

Wells Group in New York seeks a Finance Manager with 5+ years of experience to lead client engagements for startups and mid-sized companies. You will manage financial reporting, close processes, and provide strategic insights to support decision making and performance improvement.

The role requires strong accounting fundamentals, superb communication, and the ability to work across FP&A, accounting, and client teams.

Qualifications

• Bachelor’s or higher degree in Accounting or Finance.
• Active CPA required.
• MBA from a top university a plus.
• Experience with US GAAP and ERP systems.
• 5+ years of finance/consulting experience preferred.

Responsibilities

• Prepare financial statements and management reports.
• Lead month-end close for multiple clients.
• Ensure data integrity and internal controls.
• Analyze variances vs. plan and prior periods.
• Coordinate external audits and respond to requests.
• Develop company-wide KPIs and internal controls.
• Collaborate with FP&A, Accounts Payable, IT, and Marketing.
• Identify process improvements and automation opportunities.
• Oversee junior staff and review work.

Skills

Financial analysis

Forecasting

Communication

Multi-tasking

Attention to detail

Education

Bachelor's or higher degree in Accounting or Finance

CPA

MBA

Tools

QuickBooks

NetSuite

ERP systems

Job description

Wells Group is seeking an Finance Manager with 5+ years of experience. Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) for startups and mid-sized companies. The firm consists of ~20 people and advises companies operating in ecommerce, technology and art globally. Our engagements range in scope and span across multiple industries, including consumer goods & services, healthcare, SaaS, and tech, among others. We run extremely flat and are looking for someone that can not only execute but also become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position. Salary range: $130k to $180k.

POSITION OVERVIEW:

We are seeking a Finance Manager to add to our team. The ideal candidate can work efficiently without sacrificing accuracy and is a self-starter. Candidate should be able to work with large amounts of financial data, handle multiple tasks and clients with deadlines, and provide transparent and complete reports to management. Candidate should have a firm grasp of accounting and financial practices and possess strong computer, verbal and written communication skills. Candidate should be detail-oriented, professional, and analytical.

In summary, this individual will be a key part of the strategic finance team for clients; the individual will leverage financial data and forecasting to advise clients on performance, decision making, risks, and opportunities for their business.

RESPONSIBILITIES:

• Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports
• Lead and own the month-end close process and other assigned department related tasks for multiple clients, as necessary
• Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting
• Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’ Leadership
• Investigate reporting discrepancies and communicate issues, effectively and in a timely manner
• Lead process for calculation, presentation and communication of company-wide KPI’s
• Lead development of internal controls
• Lead external audit requests
• Actively maintain and review designated General Ledger accounts and activity
• Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing
• Consistently evaluate areas for process improvement and automation
• Partake in ad hoc accounting or finance projects and analysis, as assigned
• Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

QUALIFICATIONS:

• Bachelor’s or higher degree in Accounting or Finance
• CPA and/or MBA from a top-30 university a plus
• Active CPA mandatory
• Prior experience in investment banking, consulting, Big Four accounting, or a highly reputable private company (at least 2 years) a plus
• In depth knowledge of accounting theory and application of U.S. GAAP
• Ability to multi-task and prioritize
• Experience with working in a complex ERP system
• Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner
• Team player with a strong work ethic
• Quickbooks / Netsuite experience a plus but not required
• Tech savvy and MS Excel super user (candidate must be comfortable working with and analyzing large datasets)