Senior Financial Manager

Socket.dev; Cedar Rapids (IA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Annual performance bonus

Comprehensive benefits and 401(k)match

Job summary

Socket.dev is seeking a Senior Financial Manager in Cedar Rapids, IA to serve as the CFO's right hand in a field-focused finance role. You will diagnose financial issues, improve systems and processes, and turn analysis into action across a growing portfolio of companies.

This is an on-site role with significant cross-portfolio impact. You will lead profitability analysis, support ERP implementations, and drive end-to-end process improvements, including automation and AI enhancements.

Qualifications

• 6+ years in accounting or financial analysis with root-cause problem solving and financial systems experience.
• Proven ability to drive projects with minimal oversight and deliver results.
• Able to handle sensitive information and partner with senior finance leadership.
• Strong communication skills and high EQ, comfortable with leadership and portfolio teams.
• Willingness to travel to portfolio companies ~10–15%.

Responsibilities

• Serve as CFO's right hand, owning delegated projects and financial initiatives across the portfolio.
• Drive profitability analysis, examining margins, WIP, and operational drivers.
• Diagnose issues with portfolio companies and implement field-ready solutions on-site when needed.
• Evaluate end-to-end processes; ensure data, systems, and accounting flow into results.
• Support ERP implementations, conversions, and integrations across portfolio companies.
• Translate business problems into practical financial, process, and system solutions.
• Improve financial data quality and reporting by closing gaps in processes and data.
• Identify process improvements across the portfolio, including automation and AI opportunities.
• Support M&A due diligence and post-close integration activities.

Skills

Financial analysis

Root-cause problem solving

Financial systems work

Strong communicator

Travel readiness

Tools

Epicor

QuickBooks Online

Acumatica

Job description

Senior Financial Manager

Cedar Rapids, IA| On-site

A locally owned shared service company in Eastern Iowa is supporting a growing group of 30+ independently owned construction, manufacturing and industrial companies with strategic and financial solutions. They are seeking a motivated financial professional to join their finance team in Cedar Rapids, Iowa as a Senior Financial Manager. This is a newly created position to serve as the CFO’s right hand in the field as an execution-focused financial systems expert and operational fixer.

This is not a traditional accounting role centered on month-end close.You’llserve as an execution-focused partner to the CFO,to diagnose financial and operational issues, improve systems and processes, and turn analysis into action. Youwon'talways walk into clean data, standardized processes, or perfectly configured systems. Technology is a tool in this role, not the end goal —you'llstart with the business problem and work backward to the right financial, process, data, or technology solution. Part of the job is figuring out what isactually happening, creating structure, and getting the right people aligned around a solution.

The financial team is growing an interestin M&A astheyevaluate additional companies to bring into the shared-services model, and this person will be pulled into that work as it develops — assessing the financials of prospective add-ons and supporting integration once they join.

This is initially an individual-contributorleadership role withsignificant influenceacross portfolio companies; team leadership opportunities may develop as the platform grows.

What You'll Own

• Serve as the CFO's right hand— taking ownership of delegated projects, financial analysis, and initiatives across the portfolio, with increasing autonomy as you build trust

• Drive project-level profitability analysis— digging into job profitability, gain/fade, margins, WIP, and other operational drivers to help leadership understand not just what the numbers are, but why

• Work directly with portfolio companiesto diagnose the root cause of financial and operational issues and help implement solutions, including on-site support when needed

• Evaluate financial and operational processes end to end— understanding how operations, processes, systems, data, and accountingultimately flowthrough to financial results rather than fixing one piece in isolation

• Support ERP and financial system implementations, conversions, and integrationsacross portfolio companies — from requirements and data validation through testing, transition, and user adoption

• Translate business problems into practical financial, process, and systems solutions, partnering with company leadership and users to ensure improvementsactually workin the field

• Improve the quality and usability of financial data and reportingbyidentifyinggaps in processes, system configuration, workflows, and underlying data

• Identifyand drive process improvementsacross the portfolio, including opportunities to use automation, better reporting tools, and emerging AI capabilities to reduce manual work and improve decision-making

• Support M&A activity—assistingwith financial due diligence on prospective add-on companies and post-close integration into the shared-services model

What We're Looking For

Required

• 6+years in accounting or financial analysis, with real exposure to root-cause problem solvingandfinancial systemswork – not just reporting

• A track recordof taking ambiguous, delegated projects and running them to completion with minimal oversight

• Comfortable being trusted with sensitive information andoperatingas a genuine partner to a senior finance leader

• A strong communicator with high EQ — equally comfortable in an office setting or working directly with portfolio company leadership and their teams

• Travel to portfolio companies as needed,approximately 10–15%

Preferred

• Experience translating financial or operational needs into system, reporting, workflow, or process improvements

• Experiencewithhands-onERP implementations or integrations (Epicor, QuickBooks Online, Acumatica, or similar industrial platforms), along with advanced data/reporting skills

• Exposure to WIP accounting, job costing, or plant inventory in construction or manufacturing environments

• M&A due diligence or post-acquisition integration experience

• Experience in multi-entity or small-business environments

Compensation & Perks

• $100,000–$120,000, dependent on experience

• Annual performance bonus, tied to systems execution andportfolioperformance

• Comprehensive benefits and 401(k) match

• Direct partnership with and exposure to the CFO and executive leadership team

Why This Role

You'd be working alongside a CFO who is activelybuilding outa growing platform, with direct exposure to how a multi-entity operation actually runs — real variety, real ownership, and a front-row seat to the M&A side of the business as it develops. Ifyou'rethe kind of person who gets more energy from solving a problem than closing a book, this is built for you.