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Manager, Finance & Accounting 

Job Description: 

The Manager, Finance & Accounting at WFG is a critical role at the organization.  Reporting directly to the principal owner, and supervising all account manager and bookkeeper staff members, the Manager, Finance & Accounting onboards all new clients, following the standard business workflow and is therefore in charge of all aspects of the client’s financial life until it is agreed that management of the client account can be transitioned to an Account Manager.



  • Management

    • Maintains a documented system of policies and procedures that guarantee an adequate level of control over all financial and accounting activities

    • Maintains the accounting software for accounts receivable, accounts payable and general ledger

    • Interface with clients, bank representatives, insurance brokers and other business partners on an ongoing basis

    • Development and continual improvement of systems, processes and procedures to improve the overall effectiveness of the team

    • Supervises the accounting staff in order to ensure that department's goals and objectives are achieved

    • Defines expectations and manages the results of subordinates utilizing strong mentoring and coaching skills

    • Influences and engages vendors and business partners, and clients

  • Transactions

    • Ensures that disbursements including payables and payrolls are satisfied in a timely manner

    • Ensures that receipts are deposited and recorded in a timely manner

    • Ensures that periodic bank and credit card reconciliations are completed in a timely manner

    • Audits receipts, disbursements and reconciliations

    • Monitors and manage cash flows

    • Maintains the accounting software chart of accounts

    • Maintains a system of controls over all accounting transactions in accordance with GAAP

  • Reporting

    • Issues accurate, timely and complete comparative financial statements to management, clients and stakeholders that comply with US GAAP

    • Calculates budget variances and provides meaningful financial analyses on a periodic basis to Management and clients

    • Reports significant issues to management as appropriate

    • Coordinates all aspects of all audits and all statutory filings with federal, state and local jurisdictional authorities

  • Performs other duties and functions as assigned by management

  • Strong mentoring and coaching experience to a team with diverse levels of expertise



  • At least fifteen years of progressively responsible work experience in finance or accounting

  • At least three years of supervisory experience

  • Bachelor Degree in finance or accounting or equivalent work experience; CPA and certification a plus

  • Certified Bookkeeper accreditation

  • 10+ years’ experience proficiently using QuickBooks ERP system

  • Expert MS Office skills, with an emphasis on Excel and Word

  • Proficient Salesforce skills

  • Tax experience a plus

  • Excellent written, oral, interpersonal, and presentation skills and the ability to effectively interface with management, staff and clients

  • Proficiency in accounting software, preferably Quikbooks

  • Proven competence in analysis skills


Core Competencies:

  • Confidentiality, Discretion and Accuracy

  • Exceptional planning and organizational skills, utilizing proficient time management and project management skills

  • Excellent verbal and written communications skills with an emphasis on superior customer relations

  • Track record successfully working in a small office environment

  • Proven team player

  • Successful multi-tasker with the ability to quickly reprioritize

  • Effective self-starter who is tech-savvy and is a quicker learner


Potential for Medical, Dental, 401(k) benefits, depending on hours

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