- The ideal candidate will possess an MBA in finance or accounting, and CPA (Certified Public Accountant) or CMA (Certified Management Accountant).
- 10+ years of experience accounting experience, having held a leadership role, with strong familiarity with partnership accounting.
- Financial Services, RIA, or Wealth Management industry experience preferred but not required.
- Should have experience partnering with Executive teams, Finance team, and have high level written and oral communication skills.
- Provide leadership and management to the financial department
- Provide financial strategy recommendations to CEO/President and executive team
- Identify and address potential financial risks for the company
- Oversee all financial decisions, such as budgeting and auditing
- Implement strategies and systems to improve financial performance
- Support financial department in developing short and long term financial goals
- Review financial reports and determine methods to reduce costs
- Take control of financial records and documentation
- Serve as a key point of contact for financial department and auditors
- Overseeing the reconciliation of income and expense reports
- Preparing and analyzing financial statements and profit and loss reports
- Designing financial models that will benefit different operating initiatives
- Supervising the finance department and ensuring that all activities are current and updated.
- Competitive Compensation
- Lucrative New Business & Employee Referral Bonuses
- Anniversary Bonus
- Open Paid-time-off policy
- We provide a flexible work environment to offer work/life balance.
- 401(k) plan with company match and profit sharing
- Medical, dental, and vision insurance
- Company Paid Life Insurance
- Affordable Short- & Long-Term Disability Insurance
- Affordable Accidental and Critical Illness Insurance
- 5 Paid holidays
- Tuition Reimbursement
- Annual Performance Reviews
- And Much More...
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Director of Finance
5 days ago
Spartan Placements, LLC Erie, United StatesJob Description · Job Description · Director of Finance · Desired Qualifications: · The ideal candidate will possess an MBA in finance or accounting, and CPA (Certified Public Accountant) or CMA (Certified Management Accountant). · 10+ years of experience accounting experience ...
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Director of Finance
5 days ago
Spartan Placements LLC Erie, United StatesDirector of Finance · Desired Qualifications: The ideal candidate will possess an MBA in finance or accounting, and CPA (Certified Public Accountant) or CMA (Certified Management Accountant). · 10+ years of experience accounting experience, having held a leadership role, with s ...
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Director of Finance
3 weeks ago
Spartan Placements, LLC Erie, United StatesJob Description · Job DescriptionDirector of Finance · Desired Qualifications: · The ideal candidate will possess an MBA in finance or accounting, and CPA (Certified Public Accountant) or CMA (Certified Management Accountant). · 10+ years of experience accounting experience, hav ...
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Director R&D Finance
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Executive Director of Health Plan Operations
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American Health Partners Erie, United States Full timeAmerican Health Plans, a division of Franklin, Tennessee-based American Health Partners Inc. owns and operates Institutional Special Needs Plans (I-SNPs) for seniors who reside in long-term care facilities. In partnership with nursing home operators, these Medicare Advantage plan ...
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Plant Director
1 week ago
Schwan's Company Erie, United States Full timeJob Description · Schwan's Company, a . affiliate of the global lifestyle company, CJ CheilJedang Corporation, is a leading . manufacturer and marketer of quality foods offered through retail-grocery and food-service channels. Our many popular brands include Red Baron, Tony's, B ...
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Grants and Compliance Coordinator
5 days ago
The Lake Erie College Of Osteopathic Medicine Erie, United States· JOB SUMMARY: The Grants and Compliance Coordinator provides leadership and direction for programs funded by federal, state, and private funds; oversees the financial administration of federal, state, and private grants; ensures that program staff accomplish their approved prog ...
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Spencer Britt Erie, United StatesSeeking Board Certified Medical Director physician to join talented team in Erie, PA and serve as the senior clinical advisor to clinic management. This is an approximately 70% clinical / 30% administrative role. · This position represents the interests of the practicing clinici ...
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Shriners Childrens Hospital Erie, United StatesCompany Overview · #LI-Remote · Shriners Children's is a family that respects, supports, and values each other. We are engaged in providing excellence in patient care, embracing multi-disciplinary education, and research with global impact. We foster a learning environment that v ...
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Director of Behavioral Health
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The Lake Erie College Of Osteopathic Medicine Erie, United States· JOB SUMMARY: The Director of Behavioral Health provides assessment, triage and case management to students, faculty, and staff. In addition, the Director prepares and presents the curriculum for Introduction to Behavioral Health and chairs the Behavioral Intervention Team (BIT ...
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Executive Director of Health Plan Operations
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American Health Partners Erie, United StatesAmerican Health Plans, a division of Franklin, Tennessee-based American Health Partners Inc. owns and operates Institutional Special Needs Plans (I-SNPs) for seniors who reside in long-term care facilities. In partnership with nursing home operators, these Medicare Advantage plan ...
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Tax Manager
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Spartan Placements LLC Erie, United StatesTAX MANAGER · At our firm, we are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our cli ...
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Tax Manager
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Spartan Placements LLC Erie, United StatesTAX MANAGER · At our firm, we are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our cli ...
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Achieva Erie, United StatesJob Details · Job Location · Recruiting Area Erie County - Erie, PA · Position Type · Full Time · Description · Executive Director of The Arc of Erie County & Disabilities Advocate · Achieva is looking for its next leader: Executive Director of The Arc of Erie County. Make a sign ...
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Director of Behavioral Health
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Britt Medical Search Erie, PA, United StatesSeeking Board Certified Medical Director physician to join talented team in Erie, PA and serve as the senior clinical advisor to clinic management. This is an approximately 70% clinical / 30% administrative role. · This position represents the interests of the practicing clinici ...
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Plant Director
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Schwan's Erie, United States(Overview) · Schwan's Company, a U.S. affiliate of the global lifestyle company, CJ CheilJedang Corporation, is a leading U.S. manufacturer and marketer of quality foods offered through retail-grocery and food-service channels. Our many popular brands include Red Baron, Tony's, B ...
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Plant Director
3 weeks ago
Schwan's Erie, United States Remote jobJob Description · Schwan's Company, a U.S. affiliate of the global lifestyle company, CJ CheilJedang Corporation, is a leading U.S. manufacturer and marketer of quality foods offered through retail-grocery and food-service channels. Our many popular brands include Red Baron, Ton ...
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First Alliance Church
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Ipsen Biopharmaceuticals, Inc. Cambridge Springs, United States Full timeTitle: · Director / Associate Director, Late Stage Partnering · Company: · Ipsen Bioscience, Inc. · Job Description: · The Director / Associate Director, Late Stage Partnering will be part of the Global Business Development and Global Partnering function and and report to the Sen ...
Director of Finance - Erie, United States - HBK CPAs & Consultants
Description
Director of FinanceHBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management.HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we have made something happen for our clients. If you want a career that is all about helping people, you are the kind of person we're looking for. Please read on to discover if you can see yourself joining the HBKS Wealth Advisor Family as our newest Director of Finance.
Overview:
The Director of Finance must often fulfill multiple roles within a company. They serve as leaders, advisors, and strategists. As a result, the Director of Finance is accountable for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results. The Director of Finance reports directly to the COO.
Desired Qualifications:
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.