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Description

We are looking for a dedicated Manager of Financial Reporting to join our team in Portland, Maine. This leadership role requires a strong background in financial services and accounting, with a focus on delivering accurate financial statements and overseeing key reporting processes. The ideal candidate will bring expertise in wealth management and portfolio accounting, along with a commitment to driving organizational success.

Responsibilities:

• Prepare and analyze comprehensive financial statements, ensuring accuracy and compliance with industry standards.

• Manage and oversee the budgeting process, providing insights to support strategic decision-making.

• Supervise the preparation and filing of tax returns, ensuring timely and accurate submissions.

• Coordinate year-end reporting and profit-sharing documentation to meet organizational goals.

• Lead audits and ensure proper reconciliation of balance sheet accounts.

• Support financial planning initiatives, delivering actionable insights to drive growth.

• Utilize and maintain accounting software systems, with a preference for QuickBooks and Tamarac.

• Collaborate with portfolio management teams to align financial reporting with wealth management objectives.

• Provide leadership and mentorship to accounting staff, fostering growth and development.

• Ensure compliance with all relevant financial regulations and standards.

Requirements • Minimum of 7 years of experience in accounting, preferably within the financial services industry.

• Proven expertise in wealth management, portfolio management, or related areas.

• Strong proficiency in preparing financial statements, budgets, and tax returns.

• Familiarity with accounting software such as QuickBooks; experience with Tamarac is a plus.

• Solid understanding of auditing processes and balance sheet reconciliation.

• Excellent organizational and analytical skills to manage complex financial tasks.

• Ability to lead and mentor teams effectively.

• Strong knowledge of financial regulations and compliance requirements.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .