Summary

Gratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value to our clients. As one of the leading organic growth firms in the country, Gratus has been named the No. 4 RIA firm in the U.S. and No. 1 in the Southeast by Forbes and Shook Research on the list of Top 100 RIA Firms. 

As a trusted partner to leadership, the Manager of Finance will plan and execute the finance and accounting activities of the firm. The individual in this role will have full responsibility for bookkeeping, financial statement preparation, forecasting, budget preparation, and coordination with our financial partner. Additionally, this role will support the firm's growth initiatives through valuation, mergers and acquisitions, and long-term modeling.

Responsibilities

Budgeting, Forecasting, & Modeling

• Prepare monthly financial packages, financial forecasts, annual budgets, and 3-year plans.
• Present recommendations to management on short- and long-term financial objectives and policies.
• Provide financial analysis with an emphasis on revenue enhancement and compensation structure.
• Partner with department leaders on various strategic initiatives and expense management.

Financial Reporting

• Identify insights and trends within disparate financial datasets to support firm decision-making.
• Manage the production of periodic financial reports ensuring the reported results comply with generally accepted accounting principles and financial reporting standards. 
• Coordinate with our financial partner and outside auditors providing requested information for the annual external audit.

Accounting & Bookkeeping

• Establish internal controls and guidelines for accounting transactions and budget preparation.
• Responsible for all bookkeeping activities including data entry and vendor related transaction processing.
• Analyze, review, and audit overall general ledger, accounts payable, and accounts receivable systems.
• Ensure compliance with local, state, and federal government requirements including maintaining business licenses.

Qualifications

• Bachelor’s degree in Accounting or Business Administration from an accredited college or university required.
• Certified Public Accountant (CPA) designation or MBA required.
• 5 years finance/accounting experience.
• Proficient in accounting software and Microsoft Office Suite.
• Strong attention to detail, proactive, decisive, solutions driven, and analytical.
• Ability to multi-task under pressure, work independently, and work in a team environment.
• Excellent written and verbal communication skills.
• Outstanding organizational skills consistently meeting deadlines in a fast-paced environment. 
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.