Director of Finance and Administration (Hybrid)
Glastonbury, CT Glastonbury, CT Full-time Full-time From $200,000 a year From $200,000 a year 8 days ago 8 days ago 8 days ago Ideal Candidate:
We are seeking a strategic leader to direct our Finance and Administration department.
AdviceOne is a fast paced, growth-oriented advisory firm that offers financial planning and asset management for our clients nationwide.
As a rapidly growing organization that thrives on constant change, we are seeking highly determined deliberate leader to join and challenge our women led leadership team.
This candidate must possess a great attitude and is dedicated to growing with us as a company.
We are looking for candidates who wow us from the start by being innovative, candid, and exceptional! We are looking for a leader that demonstrates and expects an elevated level of dedication from both their employer & coworkers.
This role requires a combination of general accounting, finance, human resources, and compliance knowledge.
Responsibilities include:
Managing all of the company's finances including accounting, financial reporting, management reporting, cash management, and capital planning.
Oversight of the annual and quarterly budgets and financial analysis around revenue and cost drivers within the organization.
Directs all human resources activities including employee relations, compensation, employee benefits and related activities, with the assistance of an HR business partner.
Ensuring firm's adherence to SEC and other industry compliance requirements (No direct RIA compliance experience needed:
we will educate).
Supervising property management activities including building maintenance, space utilization and leasing of available office units.
Training, developing, and evaluating team members effectively including new Admin Manager.
Oversight of the strategic direction of the Finance and Admin dept including large projects.
Examples include:
enhanced financial analysis surrounding revenue triggers, assessment of new office space, ownership of financial modeling for strategic acquisitions and potential financing, assessment of current PEO and determination of going in house for HR or continue to outsource.
The successful candidate will possess:
Proven leadership and management experience overseeing a team of 3 or more people Strong analytical and problem-solving skills with ability for quick decision making Excellent organizational skills Ability to effectively prioritize and delegate responsibilities while still being open to rolling up your sleeves to do the work High EQ Outstanding oral and written communication skills and proven ability to work cross departmentally Resilience and the ability to adapt to change in a fast-paced environment The ability to maintain strong attention to detail and a deadline orientation across multiple tasks Bachelor's degree in business, Finance or Accounting preferred Former audit or compliance background preferred What else does AdviceOne have to offer? Competitive starting salary commensurate with experience Revenue sharing bonus opportunities (both short term and long term) 401(k) plan with employer contribution Medical/Dental/Vision/Life insurance Generous PTO policy Short- and long-term disability Healthy work/life balance (we are passionate about this!) About AdviceOne:
AdviceOne is a family owned billion-dollar AUM investment advisory firm offering financial planning and asset management for clients nationwide.
We are a predominantly female-led organization.
This is a fast-paced, team-managed business that thrives on constant change and unique opportunities.
Apply today to become our Director of Finance and Admin and help us grow our community of strong, empowered team members.
Our entire team has been set up to work from home with full functionality and are working in a hybrid work environment.
See what else AdviceOne has to offer at CareersAtAdviceOne.
com.
NO PHONE CALLS PLEASE! Job Type:
Full-time Pay:
From $200,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance Physical setting:
Office Schedule:
Day shift Monday to Friday Supplemental pay types:
Bonus pay Education:
Bachelor's (Required) Work Location:
Hybrid remote in Glastonbury, CT 06033.
Estimated Salary: $20 to $28 per hour based on qualifications.
We are seeking a strategic leader to direct our Finance and Administration department.
AdviceOne is a fast paced, growth-oriented advisory firm that offers financial planning and asset management for our clients nationwide.
As a rapidly growing organization that thrives on constant change, we are seeking highly determined deliberate leader to join and challenge our women led leadership team.
This candidate must possess a great attitude and is dedicated to growing with us as a company.
We are looking for candidates who wow us from the start by being innovative, candid, and exceptional! We are looking for a leader that demonstrates and expects an elevated level of dedication from both their employer & coworkers.
This role requires a combination of general accounting, finance, human resources, and compliance knowledge.
Responsibilities include:
Managing all of the company's finances including accounting, financial reporting, management reporting, cash management, and capital planning.
Oversight of the annual and quarterly budgets and financial analysis around revenue and cost drivers within the organization.
Directs all human resources activities including employee relations, compensation, employee benefits and related activities, with the assistance of an HR business partner.
Ensuring firm's adherence to SEC and other industry compliance requirements (No direct RIA compliance experience needed:
we will educate).
Supervising property management activities including building maintenance, space utilization and leasing of available office units.
Training, developing, and evaluating team members effectively including new Admin Manager.
Oversight of the strategic direction of the Finance and Admin dept including large projects.
Examples include:
enhanced financial analysis surrounding revenue triggers, assessment of new office space, ownership of financial modeling for strategic acquisitions and potential financing, assessment of current PEO and determination of going in house for HR or continue to outsource.
The successful candidate will possess:
Proven leadership and management experience overseeing a team of 3 or more people Strong analytical and problem-solving skills with ability for quick decision making Excellent organizational skills Ability to effectively prioritize and delegate responsibilities while still being open to rolling up your sleeves to do the work High EQ Outstanding oral and written communication skills and proven ability to work cross departmentally Resilience and the ability to adapt to change in a fast-paced environment The ability to maintain strong attention to detail and a deadline orientation across multiple tasks Bachelor's degree in business, Finance or Accounting preferred Former audit or compliance background preferred What else does AdviceOne have to offer? Competitive starting salary commensurate with experience Revenue sharing bonus opportunities (both short term and long term) 401(k) plan with employer contribution Medical/Dental/Vision/Life insurance Generous PTO policy Short- and long-term disability Healthy work/life balance (we are passionate about this!) About AdviceOne:
AdviceOne is a family owned billion-dollar AUM investment advisory firm offering financial planning and asset management for clients nationwide.
We are a predominantly female-led organization.
This is a fast-paced, team-managed business that thrives on constant change and unique opportunities.
Apply today to become our Director of Finance and Admin and help us grow our community of strong, empowered team members.
Our entire team has been set up to work from home with full functionality and are working in a hybrid work environment.
See what else AdviceOne has to offer at CareersAtAdviceOne.
com.
NO PHONE CALLS PLEASE! Job Type:
Full-time Pay:
From $200,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance Physical setting:
Office Schedule:
Day shift Monday to Friday Supplemental pay types:
Bonus pay Education:
Bachelor's (Required) Work Location:
Hybrid remote in Glastonbury, CT 06033.
Estimated Salary: $20 to $28 per hour based on qualifications.
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