Finance Manager

GENERAL RESPONSIBILITIES

The Finance Manager position is responsible for both operational and programmatic support to the organization and is accountable for the day-to-day accounting functions of the network office and district network offices. This role works collaboratively with other members of the finance team, including the Director of Finance.

ESSENTIAL DUTIES

1. Manage accounts payable to properly plan cash flow so that expenses are paid in a timely fashion.
2. Reconcile Credit Card accounts and track expense approvals, including categorizing the expenses and maintaining alignment with chart of accounts.
3. Maintain accurate files and source documents.
4. Monitor, track, and communicate all active financial representative debt on a timely basis.
5. Preparing Financial Representative offboarding paperwork and other finance tasks.
6. Review and submit special commission requests to the external accounting team.
7. Reconciliation and manage district offices bank accounts.
8. Understand and train new financial representatives on compensation.
9. Act as Finance team liaison to coordinate with internal and external departments.
10. Oversee preparation and mail annual 1099 statements for contracted financial representatives.
11. Manage quarterly tax statements to the IRS.
12. Reconciliation of operations and accounts such as home office program reimbursements and district cost sharing.
13. Manage real estate investment decisions and guidance on rent expenses.
14. Manage budgets and modeling for offices.
15. Manage internal goal tracking and reporting.
16. Understand FR and management contracts and corresponding compensation in addition to answering management compensation.

QUALIFICATIONS

1. Bachelor’s degree in Accounting required.
2. Experience in accounting, including general ledger maintenance; three or more years preferred.
3. Proficiency in using Microsoft Office, specifically Excel, and technologically savvy.
4. Knowledge of standard accounting software, including QuickBooks personal finance software, preferred.
5. Strong presentation, persuasion, problem-solving, oral, and written communication skills.
6. Strong personal code of ethics, including maintaining confidentiality.
7. High self-motivation, strong organization skills, and ability to prioritize tasks.
8. Ability to adapt and learn in a fast-paced and dynamic work environment.
9. Ability to work well on a team and maintain a positive attitude.
10. Ability to model and budget.

COMPENSATION & BENEFITS

1. Competitive Compensation: Base salary of $80-100k per year with incentive compensation and comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage.
2. Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways.
3. Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction.
4. Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives.
5. Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals.
6. Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives.

PHYSICAL AND MENTAL DEMANDS

The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

PHYSICAL DEMANDS

While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment such as computers and printers; reach with hands and arms; and lift to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus. Regular, predictable attendance is required.

MENTAL DEMANDS

While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks; work under deadlines with frequent interruptions; and interact with colleagues, clients, and others encountered in the course of work, some of whom may be dissatisfied individuals.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is moderate (i.e. business office with computers, phone, and printers, light traffic).

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

EQUAL EMPLOYER OPPORTUNITY

Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to