Finance Manager Experience in Education industry from 10 to 15 Years
Responsibilities
- Manage a team that develops financial and valuation models, materials, and recommendations for executive decision-making by conducting comprehensive analyses and utilizing appropriate methods
- Coordinate strategic financial planning for the company and its clients, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance
- Focus on daily and month-end accounting to determine results, including P&L activity (management fees, fee splitting, gross-ups, reclasses), balance sheet activity (deferrals, accruals), and accounts-receivable cash application, in compliance with GAAP
- Support finance partners in implementing valuation models, measuring results, tracking performance vs. expectations, and providing recommendations for corrective action
- Provide insights about spending trends, cost-savings initiatives, and margin opportunities
Required skills and qualifications
- Current certificate of qualifications, which may include FCA, CII, DipFA, CISI, and FINRA Series 7 or Series 63 licensure
- One or two years of professional experience in finance or accounting
- Knowledge of the securities, insurance, and mutual fund industries
- Personal integrity and an ability to maintain the confidentiality of company and client information
