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Finance/Accounting Manager
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Private Client Services, LLC
Remote
$78,700 Salary, Full-Time
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Job Description
Finance/Accounting Manager Private Client Services, LLC Louisville, KY Job Details Full-time $68,900 - $88,500 a year 18 hours ago Benefits Health savings account Disability insurance Health insurance Dental insurance 401(k) Paid time off Employee assistance program Vision insurance 401(k) matching Professional development assistance Life insurance Referral program Retirement plan Qualifications Accounts receivable Financial close processing Internal controls Microsoft Excel Management Financial analysis Supervising experience Bachelor's degree QuickBooks Accounting and finance experience Closing the books Full Job Description Job Overview The Finance/Accounting Manager leads day-to-day accounting operations, oversees the monthly close and key reconciliations, and ensures accurate, timely financial reporting. This role supervises AP/AR staff, strengthens controls and processes, and partners with the CFO and FINOP to support audit readiness and growth in a regulated environment. Responsibilities Supervise the Accounts Payable/Receivable Specialist; assign work, set priorities, support development, and ensure cross-training and backup coverage. Lead the monthly, quarterly, and year-end close processes, including managing the close calendar, deliverables, and internal controls across PCS and related entities. Strengthen internal controls (including segregation of duties) and develop, document, and maintain SOPs for key financial processes. Oversee accounts payable and receivable activities across multiple business units. Manage and reconcile corporate credit cards and oversee vendor billing activity. Lead the annual PCS and FINRA renewal invoicing process through Salesforce, maintaining billing structures, account/contact data, and PIC designations. Support key clients with customized billing reports and payment tracking. Serve as a liaison with clients, vendors, and external partners, including system developers. Analyze financial data and trends to provide insights that support leadership decision-making. Resolve payment discrepancies and disputes in a timely and professional manner. Support internal and external audits by preparing and providing required documentation. Identify and drive process improvements and support special projects. Provide administrative and financial support to designated accounts (Creative Benefits, KFG, and Jefferson County Development). Administer Salesforce dashboards and maintain SharePoint financial documentation hubs. Perform additional duties and support initiatives as needed. Experience BA or BS degree and/or equivalent work experience. Proficient with QuickBooks, QuickBooks Pro, and Advanced Excel skills. 5+ years of progressive accounting/finance experience with demonstrated responsibility for month-end close and reconciliations; experience supervising staff and maintaining procedures/controls. Financial services industry experience is preferred.