Finance Manager

LeadingIT•Woodstock, IL
•$110,000 - $128,000•Onsite

About The Position

The Finance Manager owns the day-to-day execution of LeadingIT's financial processes and provides leadership with accurate, timely financial information. This role manages billing, accounts receivable, accounts payable, reconciliations, reporting, forecasting, and financial tracking. The ideal Finance Manager is highly organized, accountable, detail-oriented, and comfortable identifying problems and following them through to resolution.

Requirements

  • 4+ years of finance/accounting experience.
  • Experience with AP, AR, payroll, reconciliations, and financial reporting.
  • Strong Excel skills.
  • Experience with QuickBooks Online or similar accounting software.
  • Strong attention to detail and follow-through.
  • Ability to work independently and own financial processes.
  • Professional-services, MSP, SaaS, or recurring-revenue experience preferred.

Nice To Haves

  • Driven to succeed at work and in all of life, hard work required
  • ACCOUNTABLE to our clients as well as our company
  • Keep a POSITIVE mindset with a solution focus.
  • Desire for EXCELLENCE in what we do, all day every day.
  • HUMBLY CONFIDENT you can make it happen, and if not, able to ask for help.

Responsibilities

  • Manage day-to-day accounting and finance processes.
  • Maintain accurate financial records.
  • Monthly financial close.
  • Maintain financial documentation
  • Monitor outstanding invoices and AR aging.
  • Coordinate collections.
  • Maintain LeadingIT's collections process.
  • Resolve billing discrepancies.
  • Escalate past-due accounts appropriately.
  • Coordinate recurring client billing.
  • Confirm billing aligns with client agreements.
  • Identify missed, incorrect, or inconsistent billing.
  • Coordinate agreement changes with Operations and account management.
  • Manage incoming vendor invoices.
  • Coordinate invoice approvals.
  • Process payments.
  • Maintain vendor records and payment documentation.
  • Coordinate employee reimbursements.
  • Partner with HR on compensation, benefits, onboarding, and employee changes.
  • Prepare monthly financial reporting for Leadership.
  • Maintain financial Scorecard metrics.
  • Assist with annual budgeting.
  • Maintain short-term cash-flow forecasting.
  • Track revenue, expenses, labor costs, and gross margin.
  • Assist leadership in understanding variances.
  • Assist with integrating acquired companies into LeadingIT financial systems.
  • Reconcile acquired billing, agreements, expenses, and client balances.
  • Maintain acquisition financial tracking.

Benefits

  • Salary for this role is $110,000-$128,000
  • Ascension plan if applicable
  • 100% company paid health, dental, life, and vision benefits – value of $4,500 to $14,000/year
  • Match 5% of your contributions to Guideline 401k – value of 5% of salary.
  • Open Door PTO policy
  • Company provided gear (notebook + softphone) as well as company clothing.
  • Distributing $5 million in profit back to our team over the next 10 years
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