| Location: |
CA-Oakland
West Coast/Northwest (CA, OR, WA, AK & HI) |
| Salary Range: |
100,000 - 100,000 |
| Total Compensation: |
125,000 - 125,000 |
| Job Description: |
Oakland-based financial services firm with 26 employees is seeking a Director of Finance and Administration to oversee day-to-day administrative functions including finance, human resources, and marketing/IT management. Ongoing responsibilities will include financial management of the firm, financial reporting to the parent company, overseeing the marketing and IT functions, and managing the recruiting, hiring, and performance evaluation processes.
Ideal candidate will employ strategic planning to develop budgets and improve profitability, anticipate resource requirements, and effectively manage and develop administrative staff and consultants. The Director will also assist with the implementation of long-term strategic plan initiatives and with developing revenue targets for key employees. Some travel to conferences and industry events will be required. Position reports to the Managing Director of the firm and manages 1 – 2 staff.
RESPONSIBILITIES
FINANCIAL MANAGEMENT
• Review/approval of payables and receivables, expense reports, and fee reports
• Prepare Incentive calculations
• Review and reconciliation of monthly and YTD income statements
• Budgeting, forecasting and variance analysis
• Profitability analysis
• Coordination of all required financial and compliance reporting to parent company
• Review of contract language and fee proposals
• Coordination of internal audits
HUMAN RESOURCES MANAGEMENT
• Work with Managing Director to review hiring needs and obtain approvals
• Manage the interview and hiring process
• Schedule and participate in performance reviews for some employees
• Monitor continuing education requirements and progress
MARKETING MANAGEMENT
• Oversee marketing personnel or consultants in the development and management of marketing plans to support strategic company objectives
• Oversee marketing activities and the creation of marketing materials, website updating and maintenance, and the preparation of proposals
IT: work with internal staff and outside consultants to anticipate resource requirements and ensure proper equipment maintenance
Special projects as needed
|
| Education and Certifications/Licenses: |
Bachelor's, None, None |
| Mandatory Minimum Qualifications: |
• BA/BS Degree in Business or related field
• Minimum of six years of administrative experience, preferably in a financial or other professional services firm
• 2+ years of supervisory experience
• Working knowledge of budgeting, income statement preparation, commission calculation, and the AP/AR process
• Experience in HR-related activities
• Strong proficiency in MS Office
• Strong interpersonal skills
|
| Preferred Qualifications: |
|
| Benefits: |
|
| Overnight Travel: |
Limited Travel |
| Relocation Assistance: |
No |
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