Finance Manager
Finance Manager
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USD 120000 - 150000
1 Vacancy
Job Description
Who are we
Were Chandler Asset Management an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients needs. We manage over $40 billion in assets and believe in the philosophy of creating value and managing risk with active management using robust quantitative analysis and qualitative insights.
What do we value
Great People with Great Values. Integrity service excellence education and teamwork are the values that define the culture at Chandler Asset Management.
In addition to our core values our culture is defined by 27 fundamental behaviors that describe our culture set us apart and drive our success. From the beginning weve always wanted to deliver total piece of mind through extraordinary performance. We believe our extraordinary performance and culture are driven by our dedicated and committed people.
Whats the job all about
The Finance Manager reports to the CFO and is responsible for managing day-to-day financial operations budgeting reporting and addition to supporting the strategic goals of the firm the Finance Manager plays a key role in the administration of the companys Employee Stock Ownership Plan (ESOP) supporting financial audits annual valuations and related reporting requirements.
The essential functions of the role include but are not limited to the following:
- Assists CFO in all phases of corporate accounting and finance activities:
- Responsible for the maintenance and integrity of the general ledger chart of accounts category codes and organizational hierarchy.
- Prepare monthly quarterly and annual financial statements for internal stakeholders Board of Directors and regulatory filings.
- Manage and monitor budgeting and forecasting processes working closely with department leads tracking variances and recommending best practices.
- Analyze financial performance identify trends and recommend improvements to optimize cash flow and working capital.
- Assists in the development of accounting policies.
- Perform monthly client invoicing.
- Support relationships with financial institutions ESOP administrator and auditor.
- Ensure compliance with GAAP firm policies and regulatory requirements.
- Coordinate with external auditors during annual audits and assist with audit preparation in compliance with GAAP and regulatory requirements (i.e. SEC FINRA).
- Partner with third-party ESOP administrators and trustees to support the annual ESOP valuation process.
- Coordinate with HR and third-party administrator to ensure accurate accounting and reporting of ESOP activity including share allocations repurchase obligations and participant statements.
- Provide guidance on ESOP impact to financial statements corporate governance and capital planning.
- Monitor compliance with IRS DOL and ERISA requirements related to ESOP operations.
- Collaborate across functions to support organizational goals and drive financial transparency and align goals with ESOP culture.
This Team Member will have:
Educational Requirements: Bachelors degree in accounting Finance or a related field (CPA or MBA preferred)
Licensing & Certifications: FINRA Financial and Operations Principal license (FINOP) required (Series 27 or 28)
Experience:
- 7 years of progressive finance or accounting experience preferably within an ESOP company or similar structure and the last 3 years in a senior or management role
- Experience in financial services or professional services preferred
- Familiarity with ESOP mechanics accounting and regulatory requirements
Technical and Strategic Competencies:
- Strong analytical and organizational skills; attention to detail
- Proven ability to think strategically lead teams and influence executive decision-making
- Strong financial systems expertise and analytical acumen
- Excellent interpersonal and communication skills
What we can offer you!
Medical Dental Vision HSA & FSA
Life & AD&D
Short-Term & Long-Term Disability
Accident & Critical Illness
Employee Assistance Program
Employee 401(k) Plan
ESOP
Employee Discounts
Paid Time Off
Paid Holidays
Fun Company Events
Ready to join our team!
Please note before submitting an application: as a company we take hiring very seriously. Although we are unable to follow-up with each and every applicant we do our best to run a thorough process for candidates with whom we identify a potential fit. Chandler Asset Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race religion color sex gender sexual orientation pregnancy age national origin ancestry physical/mental disability medical condition military/veteran status genetic information marital status ethnicity alienage or any other protected classification in accordance with applicable federal state and local laws. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.
Required Experience:
Manager
Employment Type
Full-Time
