ABOUT THE COMPANY: 

Wells Group is seeking an Finance Manager with 5+ years of experience. Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) for startups and mid-sized companies. The firm consists of ~20 people and advises companies operating in ecommerce, technology and art globally. Our engagements range in scope and span across multiple industries, including consumer goods & services, healthcare, SaaS, and tech, among others. We run extremely flat and are looking for someone that can not only execute but also become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position. Salary range: $130k to $180k.

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POSITION OVERVIEW:

We are seeking a Finance Manager to add to our team. The ideal candidate can work efficiently without sacrificing accuracy and is a self-starter. Candidate should be able to work with large amounts of financial data, handle multiple tasks and clients with deadlines, and provide transparent and complete reports to management. Candidate should have a firm grasp of accounting and financial practices and possess strong computer, verbal and written communication skills. Candidate should be detail-oriented, professional, and analytical.

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In summary, this individual will be a key part of the strategic finance team for clients; the individual will leverage financial data and forecasting to advise clients on performance, decision making, risks, and opportunities for their business.

 

RESPONSIBILITIES:

• Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports

• Lead and own the month-end close process and other assigned department related tasks for multiple clients, as necessary

• Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting

• Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’ Leadership

• Investigate reporting discrepancies and communicate issues, effectively and in a timely manner

• Lead process for calculation, presentation and communication of company-wide KPI’s

• Lead development of internal controls

• Lead external audit requests

• Actively maintain and review designated General Ledger accounts and activity

• Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing

• Consistently evaluate areas for process improvement and automation

• Partake in ad hoc accounting or finance projects and analysis, as assigned

• Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

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QUALIFICATIONS:

• Bachelor’s or higher degree in Accounting or Finance

• CPA and/or MBA from a top-30 university a plus

• Active CPA mandatory

• Prior experience in investment banking, consulting, Big Four accounting, or a highly reputable private company (at least 2 years) a plus

• In depth knowledge of accounting theory and application of U.S. GAAP

• Ability to multi-task and prioritize

• Experience with working in a complex ERP system

• Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner

• Team player with a strong work ethic

• Quickbooks / Netsuite experience a plus but not required

• Tech savvy and MS Excel super user (candidate must be comfortable working with and analyzing large datasets)

 

BENEFITS:

• Medical, Vision and Dental