Finance Manager

Waltham Planning Group manages assets for more than 200,000 clients through 120 offices. Since 1926, the firm has grown through acquisitions of independent advisory practices. We started in 1926 and have grown to about 107,800 people.

Position summary

We need a manager who is comfortable in the details but can also tell the GM which three numbers matter this month. Waltham Planning Group keeps finance lean. You will manage two analysts and an accountant and work directly with the general manager. Contract role, full-time hours, paid in USD at the end of each month. Core hours are 9:00 AM to 1:00 PM US Eastern. You will need a stable internet connection and a backup power source (UPS or inverter).

In this role you will

• Monitor cash flow, working capital and capital spending
• Track KPIs such as gross margin, labour cost per unit and DSO
• Review month-end close results and sign off on unit financials
• Partner with the general manager on pricing, cost reduction and investment decisions
• Build business cases for new equipment, locations or hires
• Lead the annual budget and quarterly forecasts for the business unit
• Prepare the monthly results package with variance commentary
• Present results to the leadership team every month

Minimum qualifications

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

Preferred

• Treasury and banking relationship experience
• Adaptive Planning or Anaplan
• Experience supporting an acquisition or integration
• Power BI or Tableau

Why work with us

• Paid time off
• Monthly internet allowance
• Annual rate review
• Monthly payments via wire transfer or Wise

Candidates must be eligible to work in Pakistan.

Duration: 6 months. Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Waltham Planning Group, Inc..