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Financial Manager - Ready to make the move from personal banking??

Description

If you're an Accounting/Finance professional with a drive for purpose behind all that number crunching, this is the job for you!



This position works with clients who are physically and or mentally disabled, so a balance of sensitivity along with Financial and Accounting skills is a must.




This person will be responsible for a case load of clients, handling all planning and decision making for each. Beautiful office in the heart of DT Seattle!




OVERVIEW OF THE ROLE OF FINANCIAL MANAGER:


  • Manage case load of approx. 40 clients

  • Handle all financial matters including budgeting and annual review

  • Oversee and manage care team for each individual client

  • Daily in-person interaction with clients

  • 1-5 court appearances per month

  • Collect and consolidate information required for filing taxes

  • Monitor and facilitate payment of fees and costs related to services



Requirements

PREFERRED QUALIFICATIONS FOR THE FINANCIAL MANAGER:


  • 2+ yrs experience in personal banking/financial planning

  • Bachelors degree

  • Not-for-profit or experience in social work a plus

  • Microsoft suite experience

Job Snapshot

Location US-WA-Seattle
Employment Type Full-Time
Pay Type Year
Pay Rate $1,000.00 - $100,000.00 /Year
Store Type Finance, Accounting, Nonprofit - Social Services
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Company Overview

Creative Financial Staffing

CFS is a leading, employee-owned accounting and financial staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting & finance professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. Learn More

Contact Information

US-WA-Seattle
Snapshot
Creative Financial Staffing
Company:
US-WA-Seattle
Location:
Full-Time
Employment Type:
Year
Pay Type:
$1,000.00 - $100,000.00 /Year
Pay Rate:
Finance, Accounting, Nonprofit - Social Services
Store Type:

Description

If you're an Accounting/Finance professional with a drive for purpose behind all that number crunching, this is the job for you!



This position works with clients who are physically and or mentally disabled, so a balance of sensitivity along with Financial and Accounting skills is a must.




This person will be responsible for a case load of clients, handling all planning and decision making for each. Beautiful office in the heart of DT Seattle!




OVERVIEW OF THE ROLE OF FINANCIAL MANAGER:


  • Manage case load of approx. 40 clients

  • Handle all financial matters including budgeting and annual review

  • Oversee and manage care team for each individual client

  • Daily in-person interaction with clients

  • 1-5 court appearances per month

  • Collect and consolidate information required for filing taxes

  • Monitor and facilitate payment of fees and costs related to services



Requirements

PREFERRED QUALIFICATIONS FOR THE FINANCIAL MANAGER:


  • 2+ yrs experience in personal banking/financial planning

  • Bachelors degree

  • Not-for-profit or experience in social work a plus

  • Microsoft suite experience

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Financial Manager - Ready to make the move from personal banking?? Apply now