CivicMinds, Inc
Overview
Senior Finance Recruiter @ CivicMinds, Inc | Accounting The Finance Manager reports to the CFO and is responsible for managing day-to-day financial operations, budgeting, reporting and compliance. In addition to supporting the strategic goals of the firm, the Finance Manager plays a key role in the administration of the company’s Employee Stock Ownership Plan (ESOP), supporting financial audits, annual valuations, and related reporting requirements. This position is a hybrid role, based out of our San Diego, CA office. Base pay range
$140,000.00/yr - $160,000.00/yr Responsibilities
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 Assist 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 Requirements
Educational Requirements:
Bachelor’s 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 Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Other Industries: Investment Management and Financial Services Get notified about new Finance Manager jobs in
San Diego, CA .
#J-18808-Ljbffr
Senior Finance Recruiter @ CivicMinds, Inc | Accounting The Finance Manager reports to the CFO and is responsible for managing day-to-day financial operations, budgeting, reporting and compliance. In addition to supporting the strategic goals of the firm, the Finance Manager plays a key role in the administration of the company’s Employee Stock Ownership Plan (ESOP), supporting financial audits, annual valuations, and related reporting requirements. This position is a hybrid role, based out of our San Diego, CA office. Base pay range
$140,000.00/yr - $160,000.00/yr Responsibilities
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 Assist 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 Requirements
Educational Requirements:
Bachelor’s 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 Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Other Industries: Investment Management and Financial Services Get notified about new Finance Manager jobs in
San Diego, CA .
#J-18808-Ljbffr