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Head of Finance

Description

Ref ID: 02944-0011893126

Classification: Controller

Compensation: $210000.00 to $240000.00 yearly

Robert Half Financial Services are hiring for a Head of Finance role within a growing Securities firm located in downtown Manhattan New York. Our client requires 12+ years Broker Dealer Finance or Accounting experience and the FINOP/Series 27 License. The role will report directly into the CEO and manage a small team. The role requires at least 3 days per week in the downtown Manhattan office.


The objective of the Head of Finance is to manage the firm’s financial risks and improve the profitability of the firm. The role oversees financial planning, treasury, budgeting, forecasting, funding, the monitoring of cash flows, financial planning and analysis (FP& A), and accurate and timely record maintenance and financial reporting to the senior management team.


Responsibilities

Financial Analysis, Budgeting and Forecasting

  • Prepare and present monthly financial budgeting reports including monthly profit and loss, forecast vs. budget, and weekly cash flow by division
  • Develop and maintain monthly operating budget and annual company operating budget
  • File and prepare any financial reporting for regulators, employees, lenders, partners
  • Implement financial planning and analysis. Supervise creation of reports, software implementation and tools for budgeting and forecasting.

Financial Management and Treasury

  • Oversee cash and investments. Manage cash flow planning process and ensure funds availability. Explore new investment opportunities and provide recommendations on potential returns and risks
  • Lead efforts to retain loans, letters of credit, or other banking products. Track associated covenants.
  • Manage accounts payable and receivable. Approve large payables, sign checks, authorize large wires and ACHs
  • Supervise the T& E reimbursement process and policy

Accounting, Tax, and Administrative

  • Prepare and manage all communications related to monthly FOCUS reports, annual financial statements, and partnership agreements
  • Prepare and file all local, state and federal tax documents
  • Oversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies. Review all month-end closing activities including general ledger accounts, balance sheet accounts and overhead cost allocation
  • Serve as a key point of contact for external auditors; manage preparation and support of all external audits, remain current on audit best practices
  • Represent company to banks, financial partners, institutions, regulators, and officials
  • Manage and train direct reports 

Requirements

Qualifications

  • 12+ years Broker Dealer Finance or Accounting experience
  • Must have FINOP/Series 27 License. CPA desirable but not required
  • Experience managing a team and working with external auditors, internal controls and compliance-related issues
  • Bachelor’s degree in Accounting, Finance, Business or related field

This Head of Finance role requires at least 3 days per week in the downtown Manhattan New York office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is dependent on experience, however the initial range is $210-240k base plus bonus. If your profile matches the above criteria, please email me directly Trishan Khareghat



Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

Job Snapshot

Location US-NY-New York
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
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Company Overview

Robert Half

Robert Half is America’s top staffing agency, dedicated to helping talented people like you find rewarding temporary and full-time jobs with today’s leading companies. Our staffing experts work closely with local hiring managers and use AI-powered matching technology to find opportunities that match your skills and professional goals. With decades of experience in placing accounting, finance, administrative, technology, creative, marketing and legal professionals, we’ll help ensure your next career move is a successful one. Learn More

Contact Information

US-NY-New York
Recruiter
212- 687-2610
212- 687-6708
Snapshot
Robert Half
Company:
US-NY-New York
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 02944-0011893126

Classification: Controller

Compensation: $210000.00 to $240000.00 yearly

Robert Half Financial Services are hiring for a Head of Finance role within a growing Securities firm located in downtown Manhattan New York. Our client requires 12+ years Broker Dealer Finance or Accounting experience and the FINOP/Series 27 License. The role will report directly into the CEO and manage a small team. The role requires at least 3 days per week in the downtown Manhattan office.


The objective of the Head of Finance is to manage the firm’s financial risks and improve the profitability of the firm. The role oversees financial planning, treasury, budgeting, forecasting, funding, the monitoring of cash flows, financial planning and analysis (FP& A), and accurate and timely record maintenance and financial reporting to the senior management team.


Responsibilities

Financial Analysis, Budgeting and Forecasting

  • Prepare and present monthly financial budgeting reports including monthly profit and loss, forecast vs. budget, and weekly cash flow by division
  • Develop and maintain monthly operating budget and annual company operating budget
  • File and prepare any financial reporting for regulators, employees, lenders, partners
  • Implement financial planning and analysis. Supervise creation of reports, software implementation and tools for budgeting and forecasting.

Financial Management and Treasury

  • Oversee cash and investments. Manage cash flow planning process and ensure funds availability. Explore new investment opportunities and provide recommendations on potential returns and risks
  • Lead efforts to retain loans, letters of credit, or other banking products. Track associated covenants.
  • Manage accounts payable and receivable. Approve large payables, sign checks, authorize large wires and ACHs
  • Supervise the T& E reimbursement process and policy

Accounting, Tax, and Administrative

  • Prepare and manage all communications related to monthly FOCUS reports, annual financial statements, and partnership agreements
  • Prepare and file all local, state and federal tax documents
  • Oversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies. Review all month-end closing activities including general ledger accounts, balance sheet accounts and overhead cost allocation
  • Serve as a key point of contact for external auditors; manage preparation and support of all external audits, remain current on audit best practices
  • Represent company to banks, financial partners, institutions, regulators, and officials
  • Manage and train direct reports 

Requirements

Qualifications

  • 12+ years Broker Dealer Finance or Accounting experience
  • Must have FINOP/Series 27 License. CPA desirable but not required
  • Experience managing a team and working with external auditors, internal controls and compliance-related issues
  • Bachelor’s degree in Accounting, Finance, Business or related field

This Head of Finance role requires at least 3 days per week in the downtown Manhattan New York office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is dependent on experience, however the initial range is $210-240k base plus bonus. If your profile matches the above criteria, please email me directly Trishan Khareghat



Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

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