Finance Manager - Tech Opportunities

General Qualifications

• 6+ years’ experience at an Investment Advisor and/or public accounting role preferred.
• Private and public exposure a plus.
• Excellent project management and organizational skills; ability to effectively prioritize multiple projects with the highest attention to detail.
• Creative problem-solving ability and sound judgment.
• Strong interpersonal skills with capacity to interact with all levels.
• Team player.
• Comfort working across a variety of technology platforms, including CRMs, HR and finance systems (e.g., Workday), AI-powered tools, and other enterprise software; demonstrated ability to quickly learn and adapt to new technologies.
• Experience with or curiosity about AI-powered tools for financial analysis, reporting automation, and workflow optimization; demonstrated ability to leverage technology to drive process efficiencies.
• Strong data literacy, including the ability to work with large datasets and familiarity with data visualization or business intelligence tools (e.g., Excel, Power BI, Tableau, or similar).

Education

• Four-year college degree with a strong academic background.
• Major in accounting, finance or related degree required preferred.
• CPA, CFA or equivalent qualification a plus.