The Role
Leads Marquette’s finance and accounting functions, including financial strategy, reporting, budgeting, closing, consolidation, treasury, cash flow, regulatory compliance, and financial due diligence. The role oversees financial systems, prepares Board and shareholder reporting, manages banking relationships, and provides strategic guidance to support growth. It requires senior leadership, advanced financial analysis and modeling, strong communication, and expertise with accounting and investment management software.
Summary Generated by Built In
Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.
The Director of Finance & Accounting will lead all financial and accounting functions at Marquette. This position will be responsible for managing the firm’s financial operations, ensuring compliance with regulatory requirements, and providing strategic financial guidance to support business growth. The Director of Finance & Accounting will play a critical role in shaping the firm’s financial strategy.
Job responsibilities include, but are not limited to:
- Develop and execute financial strategies in alignment with the firm’s long-term goals and objectives
- Provide leadership and expertise in financial accounting, budgeting, financial systems, strategic financial planning and problem solving
- Oversee the preparation and presentation of financial statements, ensuring accuracy, timeliness, and compliance with accounting standards (GAAP, IFRS, etc.)
- Manage monthly, quarterly, and annual closing processes, including consolidation and reporting for multiple entities
- Prepare shareholder and Board reports and deliver actionable insights to senior management and stakeholders
- Lead financial due diligence for potential mergers, acquisitions, or partnerships
- Manage the firm’s cash flow, ensuring adequate liquidity for operational needs and investment activities
- Oversee treasury functions including cash forecasting, investment management, and banking relationships
Qualifications:
- Bachelor’s degree in Accounting or Business Administration
- Certified Public Accountant (CPA) or Master of Business Administration (MBA) required
- 10+ years of experience in a management role in finance or accounting
- Exceptional leadership and team management capabilities
- Advanced proficiency in financial modeling, analysis, KPI development and reporting
- Expertise in financial software and systems (e.g., Sage Intacct, investment management software, O365); ability to leverage AI to promote efficiency
- Strong problem-solving, analytical, and decision-making skills
- Excellent communication and interpersonal skills, with the ability to present complex financial information to both financial and non-financial stakeholders
BENEFITS WE OFFER:
Top tier healthcare coverage
100% paid premium for disability and employee life insurance coverage
Health and Dependent Care FSA and HSA options
Company 401K contribution
Hybrid work policy
Paid time off & 15+ holidays
Summer hours
Enhanced employee assistance program
Volunteer opportunities
Tuition and education reimbursement
Company-wide events
Marquette Associates is proud to be an Equal Opportunity Employer.
Skills Required
- Bachelor’s degree in Accounting or Business Administration
- Certified Public Accountant (CPA) or Master of Business Administration (MBA)
- 10+ years of experience in a management role in finance or accounting
- Exceptional leadership and team management capabilities
- Advanced proficiency in financial modeling, analysis, KPI development, and reporting
- Expertise in financial software and systems, such as Sage Intacct, investment management software, and Microsoft Office 365
- Ability to leverage artificial intelligence to promote efficiency
- Strong problem-solving, analytical, and decision-making skills
- Excellent communication and interpersonal skills, including presenting complex financial information to financial and non-financial stakeholders
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The Company
What We Do
Marquette Associates provides our clients with independent and thoughtful investment guidance. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. In the decades since, we have maintained our independence in order to do so, both in expanding employee ownership and in keeping traditional and discretionary investment consulting our only source of revenue. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals. Contact us to learn more about our services, research, people, or careers using the form on our website below.
