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Title

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Financial Services Manager

Description

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We are looking for a skilled Financial Services Manager to oversee our company's financial operations and to ensure our financial status is healthy. You will be responsible for producing financial reports, directing investment activities, and developing strategies and plans for the long-term financial goals of our organization. The ideal candidate will have a strong background in finance, excellent analytical skills, and a deep understanding of business principles and practices. You will work closely with our executive team to create financial plans, make investment decisions, and ensure our financial systems are in line with legal requirements and industry best practices.

Responsibilities

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  • Manage the preparation of the company's budget.
  • Supervise investment and portfolio strategies.
  • Oversee the company's financial systems and procedures.
  • Ensure compliance with federal, state, and local financial legal requirements.
  • Advise on long-term business and financial planning.
  • Review financial data and prepare monthly and annual reports.
  • Present financial reports to board members, stakeholders, and executives.
  • Establish and maintain financial policies and procedures for the company.
  • Understand and manage all aspects of the company's finance function.
  • Analyze costs, pricing, variable contributions, sales results, and the company’s actual performance compared to the business plans.

Requirements

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  • Bachelor's degree in Finance, Accounting, or related field.
  • Proven experience as a Financial Manager.
  • Experience with creating financial statements.
  • Experience with general ledger functions and the month-end/year-end close process.
  • Excellent accounting software user and administration skills.
  • Thorough knowledge of accounting principles and procedures.
  • Experience with creating financial statements.
  • Excellent written and verbal communication skills.
  • Strong analytical skills and attention to detail.
  • Ability to work in a fast-paced environment and manage multiple projects.

Potential interview questions

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  • What experience do you have in managing financial systems and budgets?
  • Can you describe a time when you made a significant impact on a company's financial health?
  • How do you ensure compliance with financial regulations and standards?
  • Can you describe your experience with financial forecasting and risk analysis?
  • What financial software systems are you familiar with?