Finance Manager
Los Angeles, CA 
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Posted 1 day ago
Job Description
Our client is a fast-growing RIA and wealth manager ($X0B +) that is seeking to add a finance manager and leader to their team. This is a newly created position due to the growth and highly acquisitive environment that the company operates in.

What you'll be doing:
  • Develop annual budgets, monthly forecasts, and review financial statements
  • Assist in the preparation and presentation of financial results to BOD, executive leadership and across applicable business units
  • Oversee potential acquisitions and assist with full M&A lifecycle
  • Implement and ensure compliance with companies fiscal policies and business processes
  • Improve and create new KPI metrics, financial modeling, and dashboards
  • Perform financial analysis to measure business performance, and explain variances to budget and forecasts within business trends

What you'll need:
  • Experience working with Netsuite software is a plus (implementation in FY24)
  • Understanding of full P&L and 3 financial statements
  • Prior FP&A experience and experience leading a finance department | M&A exposure a plus
  • Prior industry experience in the WAM realm is not required
  • Experience with data analytics platforms is a plus, such as: Tableau, PowerBI, etc
  • Excellent written and verbal communication skills
  • Analytical and problem solving skills
  • Bachelor's degree in finance, accounting, or related field

What's in it for you:
  • Opportunity to be promoted to director within a year
  • Competitive compensation + discretionary year-end bonus
  • Great benefits - medical, dental and vision, 100% paid | Phone and wellness stipend
  • 401(k) match - 4% | Generous PTO policy (6 weeks + company holidays)
  • Hybrid model - 2 days in office

Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco's HR Notice at Collection for California Applicants and Employees .
  • Virginia residents may access our state specific policies .
  • Residents of all other states may access our policies .
  • Canadian residents may access our policies in English and in French .
  • Residents of countries governed by GDPR may access our policies .
Pay Transparency Notice

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:

  • the individual's skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Salary and Benefits
$ 145000.00-$170000.00 year
Required Education
Bachelor's Degree
Required Experience
Open
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