All Positions Middle Management

Senior Associate Finance Manager

Industry: Financial Services

Location: Santa Monica

Compensation: $110K – $130K + Bonus + Benefits

Contact: Lee Ryan

Leading global investment technology, investment management and investment consulting firm has an immediate opening for a Senior Associate – Accounting and Finance Manager. The role has a split of approximately 50% Accounting and 50% FPA and replaces a 10-year employee.

This position will oversee all accounting and reporting, prepare reporting and consolidation of international business entities and oversee the budget and forecasting for financial planning, variance analysis, budget/forecasting and cash flows. In addition, the position will be responsible for all accounting policies and procedures.

Other Responsibilities include:

• Manage all accounting, financial planning and analysis.
• Design, prepare and distribute monthly management reports.
• Create or oversee the creation of models to forecast all revenues and expenses of the firm globally and by division.
• Utilize same models to prepare annual budgets for the firm globally and by division.
• Utilize models built to forecast cash flows and monitor accordingly.
• Oversee budgetary control.
• Perform variance analysis on financial results monthly.
• Research and describe all variances in a concise and meaningful manner.
• Work with division heads to understand their financial results and variances.
• Constantly refine models to obtain forecasting certainty based on applied assumptions.
• Conduct cost-reduction evaluations and participate in implementation.
• Oversee design and implementation of allocation methodologies.
• Ensure the financial planning and analysis function has the proper processes, procedures, systems, and controls.

Requirements include:

• 5+ years of finance / accounting experience; experience in the financial services industry is highly desirable.
• Thorough knowledge of finance, accounting and budgeting principles including GAAP.
• Strong modeling skills utilizing Excel.
• Experience building out and coordinating consistent forecasting/modeling standards across separate business groups.
• An independent self-starter with the ability to get things done. A hands-on approach with an inclination to handle the work him or herself without any need for supervision.

A CPA and / or MBA, as well as experience in automating Financial Reporting systems, is preferred.

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