The Finance Manager is a key leadership role within the firm's management team, responsible for managing the daily operations of the Finance department and helping the firm develop and realize its financial and strategic goals.
Responsibilities:
- Provides leadership, supervision, management and guidance over all functions of the Finance department and its staff, to include IOLTA, general ledger accounting, billing, accounts receivable, accounts payable, and payroll.
- Supervises process for statistical data gathering for outgoing Attorney process necessary for choice letters.
- Review and approval of workflow, write offs and overpayments and bi-weekly payroll and 401k preprocess audits, and quarterly payroll audits.
- Plans and forecasts the firm's financial performance.
- Prepares the annual operating and capital budgets with input from the management team and for approval by the Board of Directors.
- Works with the management team to manage and monitor budget performance and reports to the Director of Administration, President and Board of Directors.
- Analyzes and reports on variances from the budget, conducts profitability analyses, and makes financial presentations to the Shareholders as requested.
- Prepares the annual Shareholder Compensation packet for compensation meetings in January.
- Establishes, implements, and maintains prudent financial and internal controls throughout the firm.
- Establishes and maintains a working relationship with a bank or banks, credit line renewal, and obtaining approval of the Board of Directors whenever any major change in these relationships is desired.
- Invests excess funds to maximize interest income while maintaining minimum risk.
- Administers the retirement plan under the direction of the Pension Committee.
- Acts as liaison between the firm and the firm's accountants.
- Ensures that all tax reporting for the firm is done in a timely fashion.
- Provides accounting services for any ancillary entities.
- Administers and obtains renewal quotes on firm insurance policies including professional liability, general liability, property casualty coverage, fiduciary and crime coverage, and worker's compensation.
- Negotiates with all outside vendors affecting the finance department concerning price and quality of services or products provided to the firm.
- Serves as a trusted colleague for other members of the management team, contributing to an environment of teamwork and cooperation.
Requirements:
- Bachelor's Degree in accounting, finance, or business management required.
- CPA designation strongly preferred.
- Strong technical skills required, especially with Microsoft Excel.
- Eight to ten years of experience in finance/accounting with increasing responsibility, including proven success managing projects and people.
- Experience at a professional services company preferred.
- Experience with process improvement preferred.
- Experience with Rippe & Kingston (SurePoint) Legal Management System desirable.
- General knowledge of financial systems, relational databases, and reporting tools desirable.
- Excellent verbal and written communications skills.