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

SVBQRTZmRjZWK0MrUEVYd0d3aHBsZVNaK2c9PQ==
  • 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

CLFC Healthcare and Communications

Psychiatrist Federal Outpatient Services Job at CLFC Healthcare and Communications

 ...Psychiatrist - Federal Outpatient Services | Louisville, KYCLFC Healthcare & Communications is hiring a Board-Certified Psychiatrist...  ...-connected populationsCompensation and BenefitsIndependent Contractor: $143 - $173 per hour (commensurate with experience and qualifications... 

Maximus Global Services

Passenger Service Agent Job at Maximus Global Services

 ...Description Job Description Summary/Objective Provide check-in services for passengers, ensuring that all security procedures are met. Exhibiting...  ...skills. Process passenger luggage and claims. Serve as gate agent for the outbound flight, including boarding of passengers,... 

Capitol City Produce

Night Warehouse - Night Order Selector Job at Capitol City Produce

 ...insurance ~401(k) retirement plan ~ Paid time off and holidays ~ Supplemental insurance including life, accident, cancer and short-term disability We require: Ability to work in a cold warehouse environment (most areas 35 to 55 degrees) Prior order... 

Baltimore Medical System

Certified Medical Assistant - BMS at Highlandtown Job at Baltimore Medical System

 ...serves your community? Do you want to be off evenings and holidays but still earn a fair and competitive wage? Look no further because BMS is your dream come true! The Certified Medical Assistant (MA) is responsible for assisting physicians with patient care,... 

Phoenix Staff

Warehouse Management System (WMS) Consultant / Analyst Job at Phoenix Staff

 ...Job Description Job Description Title: Warehouse Management System (WMS) Consultant / Analyst Location: Phoenix, AZ Employment Type:...  ...troubleshoot implementation challenges, and help guide best practices for WMS configuration and operational workflows....