Finance Manager

The Finance Manager is responsible for managing the activities and responsibilities of the finance and accounting team.  As a part of this management, the Finance Manager is also responsible for overseeing general accounting with the general ledger, billing, and month end processing.

Duties & Responsibilities: 

  • Manage the finance and accounting team’s daily activities. 
  • Manage the general ledger accounts. 
  • Oversee the accounts payable and accounts receivable processes and assist when needed. 
  • Understand our overall finance and accounting objectives, as well as the role and function of each team member within the department. 
  • Provide accurate reports and metrics to company management on the status of customer accounts. 
  • Manage the accounting system to ensure consistency, accurate entry, and accurate reporting of all accounts. 
  • Review all accounts payable batches and monthly reports for validity, accuracy, and completeness in addition to releasing the batches for payment. 
  • Monitor customer account details for non-payments, delayed payments, and other irregularities. 
  • Perform customer follow-up to verify final resolution and determine satisfaction level. 
  • Drive problem investigations and resolutions as required. 
  • Assist in preparing all invoice types through an automated process in ConnectWise based on billing cycle. 
  • Assist in processing employee time and expense reports. 
  • Assist with conducting credit checks on prospects and report results to management. 
  • Maintain customer financial information and status in ConnectWise. 
  • Assist with establishing customer agreements in ConnectWise that correspond to service or project contracts. 
  • Identify areas for improvement and make constructive suggestions for change. 
  • Continually seek opportunities to increase customer satisfaction and deepen customer relationships. 
  • Escalate finance and accounting issues to the CFO as required. 
  • Ensure consistency of existing accounting systems through creating, maintaining, and enforcing standards/procedures. 
  • Investigate and resolve customer inquiries with billing and invoicing. 
  • Communicate escalated issues to customers: keeping them informed of their account in regards to billing and invoicing. 
  • Conduct performance evaluations and mentor those with less experience. 
  • Develop training programs to develop and refine the skills of the finance and accounting team. 
  • Document internal processes and procedures related to duties and responsibilities. 
  • Awareness of all organization’s key services for which support is being provided. 
  • Responsible for entering time and expenses in ConnectWise as they occur. 
  • Review and approve the finance and accounting team’s time and expenses sheets in ConnectWise. 
  • Understand processes in ConnectWise by completing assigned training materials and blueprints on the ConnectWise University. 
  • Enter all work as activities or service tickets in ConnectWise. 

Experience & Qualifications: 

  • BA/BS, preferably in Accounting, business administration or a related field. 
  • Having an MBA will be considered an asset. 
  • At least 4 years of accounting or finance experience. 
  • At least 2 years of management experience. 
  • Knowledge and experience in cross-functional management methods and techniques. 
  • Excellent understanding of the accounts payable and accounts receivable processes. 
  • Skilled in strategic planning with an ability to think ahead and plan over a 6-12 month time span. 

Personal Skills: 

  • Proficient in general office applications and accounting software. 
  • Solid understanding of general ledger accounts. 
  • Experience performing accounting activities such as reviewing general ledger entries and research of entries processed. 
  • Strong organizational, presentation, and customer service skills. 
  • Skilled in preparing written communications. 
  • Skilled in leading people and getting results with a strong customer orientation. 
  • Self-motivated with the ability to work in a fast moving environment. 
  • Able to multi-task and adapt to changes quickly. 
  • A team player.  
  • Eager to work.