Finance Manager/Director (Financial Services, Full-Cycle Accounting) Job at Confidential Recruiting Partners, New York, NY

WnFPbEFBdEZRcExObmlGeWRoeUxWa3NYOWc9PQ==
  • Confidential Recruiting Partners
  • New York, NY

Job Description

Our client is seeking a Finance Manager/Director to serve as the firm's senior finance professional and primary individual contributor, responsible for full‑cycle accounting, financial reporting, cash management, and forecasting. This is a hands‑on role with significant strategic visibility and the opportunity to shape the finance function as the company grows.

The ideal candidate is comfortable rolling up their sleeves while also thinking strategically about systems, controls, and scalability.

Onsite | No Visa Sponsorship | No Relocation Assistance

Requirements:

Accounting & Financial Operations

  • Manage banking relationships and cash accounts.
  • Oversee invoice creation, tracking, and collections.
  • Lead the transition from outsourced accounting services to an internal finance function.
  • Own full‑cycle accounting, including payroll, AP/AR, bookkeeping, and general ledger management.

Financial Reporting & Analysis

  • Manage quarterly bonus calculations and reporting.
  • Lead revenue forecasting, budgeting, and financial modeling.
  • Monitor and forecast cash flow to support business growth. 
  • Prepare monthly, quarterly, and annual financial statements.

Systems & Process Improvement

  • Evaluate, select, and implement accounting and ERP systems.
  • Build scalable processes, controls, and reporting infrastructure.
  • Utilize CRM tools and Microsoft Office (Excel‑heavy role) for reporting and analysis.

Business Partnership

  • Support future international considerations as the firm expands.
  • Serve as a trusted finance partner to the CEO and leadership team.
  • Provide financial insights to support strategic and operational decisions.

Qualifications/Must-Haves:

  • 7+ years of progressive accounting or finance experience.
  • Financial services industry experience strongly preferred.
  • Advanced Excel skills; comfort with CRM and financial systems.
  • Ability to thrive in a fast‑paced, entrepreneurial environment.
  • Experience with ERP or accounting system implementation is a plus.
  • Bachelor's degree in Accounting, Finance, or related field (CPA a plus)
  • Hands‑on experience with full‑cycle accounting in a growing organization.

Perks & Incentives:

  • Bonus eligible

Job Tags

Work at office, Relocation, Visa sponsorship

Similar Jobs

Confidential

Environmental Health & Safety (EHS) Manager Job at Confidential

 ...EHS Manager Multi-Site Food Production Overview A growing ready-to-eat food manufacturer with five production sites is bringing on a dedicated safety leader to build a centralized EHS function from the ground up. This is a newly created role with direct access... 

Vizient, Inc.

Data Scientist Job at Vizient, Inc.

 ...products, and generate insights to address critical business questions. You will collaborate with cross-functional teams to design data-driven solutions and communicate findings to clinical and administrative audiences. You will focus on ambulatory and physician data... 

State of New York Motor Vehicles, Department of

Assistant Attorney 1/2/3 (NY HELPS) Job at State of New York Motor Vehicles, Department of

 ...defending the DMV in relation to employment discrimination and public accommodation cases brought before the New York State Division of Human Rights and the federal Equal Employment Opportunity Commission. These responsibilities include gathering the record, performing... 

Briggs & Stratton

Intern - Corporate Communications - Summer 2026 Job at Briggs & Stratton

- Position Description: Working out of our corporate headquarters your primary goal as an Corporate Communications Intern will be to provide valuable support to the Corporate Communications team. You will primarily support external communications, enhancing our efforts... 

Newport Associates

Remote Event Activities and Entertainment Coordinator Job at Newport Associates

 ...Travel & Client Services Coordinator Entry Level | Training Provided | Flexible Opportunity...  ...detail-oriented, and enjoy helping people plan important experiences? We are looking for...  ...customer service, hospitality, administration, events, or client support often thrive in this...