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Client Finance Manager

extra parental leave
Remote: 
Full Remote
Contract: 
Full time
Experience: 
Mid-level (2-5 years)
Work from: 
Philippines

Offer summary

Qualifications:

Bachelor's degree in Finance, Accounting or Economics, 3-4 years of relevant experience, Strong knowledge of financial planning and investment management, Proficient in MS Office and financial software.

Key responsabilities:

  • Manage a portfolio of clients' financial needs
  • Conduct financial analysis and create comprehensive financial plans
Atticus Advisory Solutions Inc. logo
Atticus Advisory Solutions Inc. SME https://atticus.ph/
201 - 500 Employees
About Atticus Advisory Solutions Inc.
Are you looking for talents with specialized skills that can add value to your business?Is it difficult to find talent locally because of budget constraints or lack of the specific skillsets you need?How We Can Help You:- Atticus is an offshore managed services provider- We develop great talent and innovative services- We provide expert full time and contract resources for NetSuite, Microsoft Dynamics, ServiceNow, Oracle, SAP, Finance & Accounting, SFDC, Database Administration, Infrastructure/Networking, .Net, DevOps, Mobile developers, Cloud Engineers, Java developers, Ruby on Rails, Python, Big Data, , BA/BSA, QA, Technical Writer, UI/UX and any tech support roles.- We bring a depth of experience and understanding in all areas of applications deployment, analysis, project management and training. - We’ve also built our capability to provide post-implementation services to our partners in the NetSuite ecosystem. Our core service is an automated systems review minus the lengthy discovery calls. Think of it as an MRI for your NetSuite system which spits out a report instantly.- We help Technology Consulting partners, End Users of these technologies, and StartupsWhere We Are and What Our Clients Have to Say:50+ Project Implementations18+ NetSuite Certifications200+ Consultants4 Continents (US, Australia, Asia, Europe)"Atticus has found exceptional people for us FAST. We usually need people immediately and the skillsets that we are looking for ain't easy to find in the US. The new team members we've onboarded has allowed us to grow our practice.."- Glenn M., NetSuite Alliance Partner"We love the team that we hired from Atticus. We found them to be more customer centric and flexible compared to our other remote teams."- Bryan H., ServiceNow Business AppsIf you are looking to build an offshore staffing team or need support with your NetSuite instance, you can contact us at info@atticus.ph
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Job description

Position: Client Finance Manager

Job Overview:

We are seeking a highly motivated and experienced Client Finance Manager to join our team. The ideal candidate will have a strong background in finance and a proven track record of managing client relationships. In this role, you will be responsible for overseeing the financial needs of our clients, developing financial plans, and providing strategic financial advice.

Key Responsibilities:

- Manage a portfolio of clients and serve as their primary point of contact for all financial matters

- Develop and maintain strong relationships with clients by providing high-quality financial advice and exceptional customer service

- Conduct in-depth financial analysis and create comprehensive financial plans to help clients achieve their financial goals

- Monitor and review client portfolios to ensure they are aligned with their financial objectives and make recommendations for adjustments when necessary

- Stay up-to-date on market trends and changes in the financial industry to provide clients with the most current and relevant advice

- Collaborate with other team members to develop and implement strategies for business growth and client retention

- Ensure compliance with all relevant US laws, regulations, and company policies

- Provide regular reports and updates to management on client portfolios and financial performance

- Prepare accounts receivable and review the month close, reporting billing, and other admin/ad-hoc tasks. 

Qualifications:

- Bachelor's degree in Finance, Accounting, Economics, or a related field

- Minimum of 3-4 years of experience in a similar role, preferably in the Marketing Agency, Advertising and other similar industry

- Strong knowledge of financial planning, investment management, and risk management

- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients

- Proven track record of managing client relationships and delivering exceptional customer service

- Ability to analyze complex financial data and make sound recommendations

- Detail-oriented with strong organizational and time-management skills

- Proficient in MS Office and financial software, Netsuite experience is a good to have

- CPA or CFA certification is a plus

- US GAAP experience is a plus

We Offer:

- Competitive salary and benefits package

- Opportunities for professional development and career growth

- A dynamic and collaborative work environment

- The chance to work with a diverse and talented team of professionals

- A company culture that values work-life balance and employee well-being

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Customer Relationship ManagementInvestment ManagementRisk ManagementFinancial PlanningFinancial AnalysisNetsuiteFinancial SoftwareCompliance RequirementsMarket Trend

Other Skills

  • Microsoft Office
  • Organizational Skills
  • Social Skills
  • Time Management
  • Communication
Are you interested?

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