Associate Finance Manager jobs in Portsmouth, NH

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Finance Manager
  • KBW Financial Staffing & Recruiting
  • Hampton, NH FULL_TIME
  • A top International Private Investment Firm is adding a Finance Manager to the team due to growth within the organization. This person will help manage personal finances, and lead the client service team while reporting into the leadership of the firm. This role is 100% Remote.

    Responsibilities

    • Supervise clients' personal financial activities, including detailed budgeting, cash flow management, and expense tracking
    • Review financial statements, tax returns, projections, and quarterly estimates to ensure accuracy and alignment with client goals.
    • Tracking K-1s for annual tax reporting.
    • Use QuickBooks to update all financial statements
    • Responsible for leading the client service team with all client needs including checking in regularly to anticipate and address their needs proactively.
    • Work side by side with Leadership regarding client needs, requests, and ongoing projects to ensure alignment and execution.
    • Assist clients and leadership with real estate transactions, regulatory reporting, cost analyses, customized financial reporting and client presentations.
    • Summarize and present estate planning documents.
    • Manage assets and liabilities on a wealth management platform.
    • Evaluate financial advisor performance.

    Qualifications

    • Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
    • Use QuickBooks to update all financial statements
    • 5 years of experience in a similar role serving High Net Worth clients

    This role is 100% REMOTE

    Salary 130K-140K Bonus

    KBW789

    *MONKBW*

  • 4 Days Ago

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Finance Manager
  • Granite Hyundai
  • Somersworth, NH FULL_TIME
  • Immediate Availability Looking to hire a seasoned professional. This is a key position for us. We run with 2 finance managers. Must be experienced, have a great personality, work well with others, hav...
  • 1 Day Ago

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Finance Manager - Key GMC of Rochester
  • Key Auto Group
  • Rochester, NH FULL_TIME
  • Key Auto Group believes that our people are the most important part of our team, and we focus on our team members first. Our success in each area of our business is only attainable by having a culture...
  • 2 Months Ago

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Financial Operations Analyst
  • Customers Commercial Finance LLC
  • Portsmouth, NH FULL_TIME
  • At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achi...
  • 2 Days Ago

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Associate Manager
  • Factory Stores H.F.D. No. 55, Inc.
  • Kittery, ME FULL_TIME
  • Our StoryWe’re J.Crew Factory, and we believe shopping should be fun. Our brand is built on creating timeless styles that last season after season—while still making sure to stay in front of what’s ne...
  • 1 Month Ago

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Head of Finance
  • Lonza
  • Portsmouth, NH FULL_TIME
  • Today, Lonza is a global leader in life sciences operating across five continents. While we work in science, there’s no magic formula to how we do it. Our greatest scientific solution is talented peop...
  • 21 Days Ago

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0 Associate Finance Manager jobs found in Portsmouth, NH area

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Senior Compliance Consultant
  • BDO Belgium
  • Gloucester, MA
  • Overview: Are you passionate about ensuring regulatory compliance within the financial industry? Do you thrive in enviro...
  • 12/13/2024 12:00:00 AM

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Part-Time Personal Banker
  • Franklin Savings Bank
  • Manchester, NH
  • Description We will earn our customers' business every day, by being the very best at what we do. FRANKLIN SAVINGS BANK ...
  • 12/13/2024 12:00:00 AM

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VP of Finance
  • Ledgent
  • Concord, NH
  • Our client, in the Concord, NH area, has an immediate opening for a VP of Finance. Role: VP of Finance (Direct Hire) Loc...
  • 12/12/2024 12:00:00 AM

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Financial Advisor - Centralized, Peabody, MA
  • Santander Holdings USA Inc
  • Peabody, MA
  • Financial Advisor - Centralized, Peabody, MA Peabody, United States of America The Financial Advisor - Centralized is re...
  • 12/11/2024 12:00:00 AM

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Financial Analyst I
  • Raven Ridge
  • Manchester, NH
  • Replies within 24 hours Benefits: 401(k) 401(k) matching Health insurance Paid time off Vision insurance Wellness resour...
  • 12/10/2024 12:00:00 AM

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Risk Manager
  • Fidelity Investments
  • Merrimack, NH
  • Job Description: The FFIO and Corporate Services Risk Team within the Fidelity Risk Group is looking for a passionate, h...
  • 12/10/2024 12:00:00 AM

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Personal Banker
  • KeyBank
  • Kennebunk, ME
  • Location: 1 Post Office Square - Kennebunk, Maine 04043 Job Summary Be a problem solver, trusted advisor, and partner to...
  • 12/9/2024 12:00:00 AM

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Automotive Finance Manager - Ira Ford Saco
  • Group 1 Automotive, Inc.
  • Saco, ME
  • Overview: Ira Ford Saco is part of the fast growing Group 1 Automotive, a leader in automotive retail. We are looking to...
  • 9/17/2024 12:00:00 AM

Portsmouth is a city in Rockingham County, New Hampshire, United States. As of the 2010 census it had a population of 21,233, and in 2017 the estimated population was 21,796. A historic seaport and popular summer tourist destination on the Piscataqua River bordering the state of Maine, Portsmouth was formerly the home of the Strategic Air Command's Pease Air Force Base, since converted to Portsmouth International Airport at Pease. According to the United States Census Bureau, the city has a total area of 16.8 square miles (43.6 km2), of which 15.6 square miles (40.5 km2) is land and 1.2 square...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Associate Finance Manager jobs
$81,922 to $120,275
Portsmouth, New Hampshire area prices
were up 1.4% from a year ago

Associate Finance Manager
Prepare the strategic and operating plans for the Business Unit and utilize forecast updates to impact/guide management decisions.
June 20, 2022
Reviews and approves recommendations for financial planning and control, providing relevant fiscal information to executive management team.
October 04, 2022
Build and develop clear and concise executive summaries to help leaders understand results, and anticipate/ understand challenges and opportunities for their business.
October 21, 2022
Support the broader CCB Finance Controls agenda on controls related projects such as legal entity controls standards, business resiliency, monthly/quarterly management reporting, CCB Finance Issues Triage, CCB Finance ITT/DQM Monthly issues review and CCB Controllers RCSA consistency review.
February 14, 2023
Develop workflow processes, and direct a team of colleagues with no official reporting relationship.
March 23, 2023
Assist in the management of end-user relations, including training needs, troubleshoot installations, administer security access and system outages for a world-wide user community.
April 16, 2023
Manages business relationships and counsels business partners, internally and externally, on transaction and strategic issues pertaining to finance implications in licensing/ strategic alliance arrangements.
April 20, 2023
Lead cross functional teams, assisting Business Unit leaders and stakeholders in a consultative manner and identifying needs in the areas of forecasting, planning, strategic planning, measurement, business case development, capital management and internal controls.
April 22, 2023
Communicate periodic results to Sales management identifying potential risks and opportunities.
May 11, 2023
Act as a liaison with the Corporate Planning and Corporate Accounting departments to coordinate worldwide entity and account structures.
May 20, 2023