Finance Manager

The company

Small business owners and physicians make up a large share of the client list. Planning is done in RightCapital and portfolios are managed in Orion.

Reports to the VP of Finance. The Finance Manager runs day-to-day finance for a business unit with about $80M in revenue, covering budgeting, reporting and accounting oversight. This role is fully remote within the US.

Responsibilities

• Lead the annual budget and quarterly forecasts for the business unit.
• Negotiate with banks, insurance brokers and key vendors alongside the VP of Finance.
• Prepare the monthly results package with variance commentary.
• Partner with the general manager on pricing, cost reduction and investment decisions.
• Monitor cash flow, working capital and capital spending.
• Coordinate with corporate accounting, tax and audit teams.
• Track KPIs such as gross margin, labor cost per unit and DSO.
• Present results to the leadership team every month.

Qualifications

• 3+ years of progressive finance experience, including FP&A and accounting.
• Comfortable presenting to senior operators who are not finance people.
• Familiar with NetSuite, Oracle, SAP or Microsoft Dynamics.
• Good judgment on what to escalate and what to handle yourself.
• Advanced Excel and financial modeling.

Perks and benefits

Rate: $146,000-$164,000 annually

• Health, dental and vision coverage starting on day one.
• 401(k) with company match.
• 11 paid holidays.
• Flexible schedule.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Dallas Wealth Management.