Finance Manager: Trust Funds & Operations Lead

CADEX; Buffalo (NY); On-site; USD 75,000 - 80,000; Full time

Job summary

CADEX in Buffalo, NY seeks a Finance Manager to manage trust funds and ensure accurate remittance. The candidate must have a Bachelor’s degree and 5 years of finance-related experience, along with advanced Excel skills. Responsibilities include preparing invoices and reconciling accounts.

This full-time position offers a salary range of $75,000 to $80,000 per year, requiring strong problem-solving skills, fluency in English, and the ability to manage people.

Qualifications

• 5 years of experience as a senior accountant or business analyst.
• People management experience required.
• Process optimization and re-engineering experience preferred.

Responsibilities

• Manage and control trust funds, ensuring accurate and timely remittance to clients.
• Perform all accounting duties related to trust funds.
• Prepare client invoices for collection services performed.
• Reconcile bank accounts and general ledger accounts.
• Interact with clients and provide 'white glove' service.

Skills

Advanced Microsoft Excel skills

Strong problem-solving skills

Analytical skills

Proficient written and telephone communication skills

Ability to work with cross-functional teams

Education

Bachelor of Science or similar degree

Tools

NetSuite

Order to cash systems

Job description

CADEX in Buffalo, NY seeks a Finance Manager to manage trust funds and ensure accurate remittance. The candidate must have a Bachelor’s degree and 5 years of finance-related experience, along with advanced Excel skills. Responsibilities include preparing invoices and reconciling accounts.

This full-time position offers a salary range of $75,000 to $80,000 per year, requiring strong problem-solving skills, fluency in English, and the ability to manage people.