Personal Finance Manager

Job Title: Personal Finance Manager 

Employment Type: Full Time, 40 hours/week

Reports to: CEO Office Director 

FLSA Status: Exempt 

Who We Are 

LIFE SURGE is a leading company in the industry of faith-based live events and financial education programs. One of the fastest growing organizations in the country, LIFE SURGE exists to inspire, transform and equip people to build their personal impact in ways that glorify God. By annually producing 20+ events and providing financial education to thousands around the nation, we do just that.

We are a team of experienced professionals who are passionate about helping people learn, grow, and connect so they may live more enriched lives. Our culture is one where we celebrate one another, individually and as a team. We look to acknowledge and reward our star performers. Let your light shine in our company! 

Opportunity 

We are seeking an experienced and detail-oriented Personal Finance Manager to support the CEO by overseeing the financial and administrative aspects of their personal and professional life. Reporting to the CEO Office Director, this role is integral in ensuring that the CEO's financial and operational matters align seamlessly with their broader mission and vision. Life Surge is dedicated to creating impactful Christian events, while SurgeU focuses on empowering individuals with financial education rooted in biblical principles. 

The ideal candidate will not only bring expertise in financial management but also demonstrate a commitment to the values and mission of Life Surge and SurgeU. By ensuring the CEO’s personal and professional financial matters are efficiently managed, the Personal Finance Manager will contribute to advancing the organization’s mission and expanding its impact. 

Responsibilities: 

• Oversee the management of the CEO’s personal properties, including maintenance schedules, vendor contracts, and related financial transactions. 

• Coordinate household staff and ensure operations run smoothly. 

• Maintain accurate records of the CEO’s personal and professional finances. 

• Prepare regular financial reports summarizing income, expenses, and investments. 

• Reconcile accounts and ensure all transactions are accurately documented. 

• Organize and prepare documentation required for annual tax filings. 

• Collaborate with internal accountants and advisors to ensure timely and accurate tax submissions. 

• Provide support during audits, gathering necessary records and information. 

• Manage and track personal and household budgets, ensuring alignment with financial goals. 

• Approve and oversee purchases, ensuring they are within established guidelines. 

• Negotiate with vendors and service providers to secure the best value. 

• Manage and oversee personal benefits, such as insurance policies, retirement accounts, and loyalty programs. 

• Track and optimize the CEO’s personal and professional reward programs, including frequent flyer miles, credit card points, and other incentives. 

• Support the CEO in managing personal business ventures outside of Life Surge and SurgeU. 

• Provide financial oversight and advice for private investments and entrepreneurial initiatives. 

• Ensure compliance with relevant regulations and best practices. 

Qualifications: 

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. 

• 5+ years of experience in personal financial management, estate management, or a related role. 

• Expertise in bookkeeping, budgeting, and financial reporting. 

• Experience with tax preparation, auditing, and compliance requirements. 

• Ability to act as a trusted financial advisor to the CEO. 

• Strong expertise in managing and safeguarding assets, including personal investments, real estate, and business ventures. 

• Exceptional organizational skills with the ability to manage multiple priorities simultaneously. 

• Strong negotiation and vendor management skills. 

• High level of discretion and commitment to confidentiality. 

• Proficiency in financial management software and tools, such as QuickBooks, Excel, or similar platforms. 

• Strong analytical and problem-solving abilities, with a forward-thinking mindset. 

Benefits:

• Health, Dental, Vision, Life, Holiday and Paid Time Off.

• Non-corporate, casual, entrepreneurial, comfortable, fun, and proactive work environment.

• High-level performers, disciplined, and self-motivated people will do VERY WELL in this environment.

LIFE SURGE is an Equal Opportunity Employer. We value diversity and seek to empower each individual while supporting the many perspectives, skills, and experiences within our workforce. All employment is decided based on qualifications, merit, and business needs.