Assistant Finance Manager

We are seeking an experienced Assistant Finance Manager to join a growing Financial Services team. This role combines hands-on accounting and financial administration with client relationship management, team leadership, and process improvement.

The ideal candidate brings a strong accounting foundation, experience working with complex clients or entities, and an interest in developing into a broader leadership role.

Key Responsibilities

• Manage day-to-day financial administration
• Prepare and review financial statements, cash flow reports, budgets, and other financial reporting.
• Oversee general ledger activity, reconciliations, accounts payable/receivable, payroll coordination, and cash management.
• Review and approve bill payments and money transfers while maintaining strong internal controls.
• Coordinate with outside CPAs and advisors on tax matters, payroll filings, 1099s, W-2s, and supporting schedules.
• Serve as a trusted financial contact for clients while maintaining a high level of confidentiality and professionalism.
• Review team members’ work and provide technical guidance, coaching, and feedback.
• Assist with workload management, prioritization, deadlines, and team coverage.
• Identify opportunities to strengthen controls, streamline processes, and improve reporting and workflows.
• Partner with the Director of Finance on client, staffing, operational, and departmental initiatives.

Ideal Background

• Bachelor’s degree in Accounting, Finance, or a related field.
• 5+ years of progressive accounting or financial administration experience.
• Strong general ledger accounting and financial statement preparation/review experience.
• Experience with AP, AR, reconciliations, payroll, cash management, 1099s, and W-2s.
• Previous experience reviewing work, mentoring colleagues, or leading projects/workflows.
• Advanced Microsoft Excel skills.
• Strong organizational, communication, judgment, and client-service skills.
• Experience in a family office, wealth management, private client, trust, public accounting, or outsourced accounting environment is preferred.
• CPA or other relevant professional credential is a plus.
• Experience with Microsoft Dynamics 365 Business Central or a similar accounting system is a plus.

This is a full-time opportunity for an experienced accounting professional who enjoys client-facing work and wants to continue developing their leadership responsibilities.