Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area.
Position Description
Reports to: Conor Wilkes, Chief Operations Officer (COO)
Benefits: Yes
Status: Full Time/Exempt
Date: Immediate
Work environment: Hybrid (50%/month)
Job Summary
As Finance Manager, you will be the financial leader for the business. You will lead FP&A and accounting and participate in M&A integration as a core strategic partner in the business. Placed at one of our newly acquired operating companies in the wealth management space, you will be a boots-on-the-ground leader transforming and then managing the finance and accounting functions to meet Evergreen’s reporting requirements. You will report directly to the operating company’s COO and work with the cross-functional leadership team to manage the business to achieve growth targets. You’ll regularly engage with the industry vertical leadership teams on company-wide initiatives, gaining firsthand exposure to the requirements of a private equity-backed company.
We’re looking for smart, ambitious, and gritty finance professionals with a desire to lead a finance function at one our operating companies.
Duties and Responsibilities
- Stand-up financial and operational processes and procedures that meet Evergreen’s post-acquisition reporting and internal control requirements
- Facilitate a transition of the routine accounting function to the shared service center
- Deliver timely and accurate financial reporting monthly to the Board in compliance with GAAP accounting standards
- Create actionable and insightful financial analysis to help drive the right strategic decisions and efficiently allocate capital
- Develop accurate financial forecasts, lead annual budgeting process, and proactively manage the financial health of the business to these forecasts and budgets
- Work with the COO to deliver business performance that is repeatedly tracking to expected growth targets
- Lead all accounting operations and strategic financial initiatives - managing the full accounting cycle and month-end and quarter-end close processes while simultaneously developing sophisticated financial models, forecasts, and analyses that drive key business decisions and shape company strategy
Qualifications
- Excellent communication, presentation, organizational, computer, and interpersonal skills
- Demonstrated leadership experience and ability to persevere through adversity
- Strong financial acumen and demonstrated success in highly analytical roles
- Ability to work independently and cross-functionally
- Humble, accountable, and growth-minded
- Proactive and Positive attitude, high EQ, and natural competitive intensity
- Ownership mindset and willingness to roll-up your sleeves and help where needed
- Excitement about being a finance leader for the long-term
- MBA, CPA, or CFA is a plus
- Public accounting experience a plus
Salary and Benefits
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The expected base salary for this position will range from $125-150K plus eligibility for a bonus (after 6 months) based on successfully completing metrics. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.
- Medical, dental, and vision coverage, Flexible Spending Account/Health Savings Account, and 401K plan
- More details (currently 100% medical coverage for employees/50% coverage for family members, financial planning and infertility benefits, etc.): https://summitry.com/careers
Summitry, LLC is an Equal Opportunity Employer
What We Do
At Summitry, we help you maximize the benefits of living in one of the most unique areas in the world. Our personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area.
