Finance Manager Job Description Template

A finance manager is responsible for overseeing the day-to-day financial operations of a company. This consists primarily of general ledger and financial statement processes within the accounting function and the management of business projections. On a wider level, there will be interactions with the treasury, investor relations, and corporate development functions.

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A finance manager is responsible for overseeing the day-to-day financial operations of a company. This consists primarily of general ledger and financial statement processes within the accounting function and the management of business projections. On a wider level, there will be interactions with the treasury, investor relations, and corporate development functions.

A great finance manager is one that combines rigorous accounting skills with the pragmatic ability to translate business strategy into financial planning.

An effective finance manager job description clearly lists the functions that the role is expected to perform. In addition, it must emphasize the weight towards accounting skills versus transactional financial skills. This is due to the wide-encompassing nature that financial roles can assume within a job capacity.

Finance Manager Job Description Template

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Company Introduction

Write a short and catchy paragraph about your company. Make sure to provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and everything else that you think make your company a compelling career choice.

Job Description

As the finance manager, you will be acting in concert with the leadership team to model out business scenarios, build and track performance metrics, price and evaluate new opportunities, and manage our accounting responsibilities and budgets. You’ll be expected to wear many hats when working with the different divisions of our organization, as such, this is a role for natural problem solvers and team players.

Responsibilities

  • Liaison with business teams in establishing project budgets and forecasts for both short and long terms.
  • Adhere to and stay abreast of recent developments to relevant accounting and tax standards.
  • Manage debtor/creditor ledgers and ensure the accuracy of transaction reporting.
  • Oversight of balance sheet reconciliations for business units.
  • Produce monthly management accounts and own its process management documentation.
  • Uncover and drive process improvement opportunities across the Finance team.
  • Provide informal training and guidance for junior members of the Finance team.
  • Define and track critical success metrics and KPIs of the business, collaborating with other divisions to address them.
  • Build actionable reports and dashboards for wider distribution.
  • Run regular in-depth analysis of financials to gain key insights and ensure accuracy.
  • Work closely with the leadership team on strategy, roadmap, and targets for the business, and advise on hiring decisions and market opportunities.
  • Assist the investor relations team with key financial deliverables and ad-hoc requests.

Skills

  • Bachelor’s degree in Accounting and/or Finance. A master’s degree would also be desirable.
  • Qualified accountant (CIMA/ACCA/ACA) with demonstrable commercial (and managerial) experience of 5+ years.
  • Advanced knowledge of MS Office applications, specifically in Excel, macros, data analysis, and pivot tables.
  • Extensive financial statement modeling experience.
  • Experience of working with finance systems (e.g. Sage, SAP, Oracle EBS).
  • Ability to problem-solve, both autonomously and within teams.
  • Approachable and confident personality type, comfortable within a wide range of organizational environments.
  • High integrity and natural desire to assume responsibility.
See also:Toptal’s growing, community-driven list of essential Finance Manager interview questions

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Hire a Top Interim Finance Manager Now

Toptal is a marketplace for top interim, part-time, and temporary finance managers. Top companies and start-ups hire freelance finance managers from Toptal for their mission critical projects.

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Scott Bernstein

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United StatesToptal Member Since April 5, 2017

Scott is a seasoned CFO who has led over $250 million of transactions in the energy industry with a specific focus on structured credit and asset-backed finance. In 2011, Scott led and developed the first Alaskan Oil & Gas Tax Credit receivable finance facility which served as the model for all subsequent transactions. At Toptal, Scott hopes to impact additional organizations by sharing the expertise he has amassed over a 20-year career.

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Carol Kraemer

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United StatesToptal Member Since February 1, 2017

Carol advised in the sale of a global multi-billion dollar energy company and served as a sub-segment controller/CFO for Siemens. She helps companies grow through acquisitions, fundraising, and strategic advisory. Carol has built some of the most sophisticated financial models for high-tech startups as well as large corporations and infrastructure projects. Freelancing allows her to broaden her industry focus while working with very driven CEOs.

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William M. Wright II, CPA

Freelance Interim Finance Manager

United StatesToptal Member Since May 3, 2017

William is a trusted finance and business leader for small and mid-market companies in a wide array of industries. His success as a CFO includes assisting a motorsport startup raise $50 million in seed funding, assisting $1 – $3 billion financial services, media, and technology entities grow long-term value by conducting M&A due diligence and decision support analysis as well as improving finance operations in numerous SMB organizations.

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Theresa Matacia

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United StatesToptal Member Since February 8, 2017

Over the last 15 years, Theresa has defined and implemented financial and operational strategies as a CFO for multiple companies in the technology, healthcare, and business services industries. She has built functions from the ground up at startups and redesigned current ones at mid-sized organizations. In freelancing, Theresa is excited to continue supporting companies seeking growth options and/or higher valuations for potential future exits.

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Jack Barker

Freelance Interim Finance Manager

United StatesToptal Member Since April 14, 2017

A former McKinsey Partner and Carlyle Group Principal with 30 years of international experience, Jack has served as the president, CFO, and COO of two Carlyle companies and four others. He is a finance, strategy, and operations expert with deep experience in telecom, financial services, data centers, and manufacturing. Jack enjoys freelancing because it allows him to work on a wide variety of issues for companies of all sizes and many industries.

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Brian Faust

Freelance Interim Finance Manager

United StatesToptal Member Since November 9, 2017

Brian co-founded a family of privately held global technology and media companies with 180 employees and offices in NYC, Ohio, LA, and Tel Aviv—serving as its board member and CFO. He is also an experienced corporate development executive having led more than $500 million of transactions, integrations, and capital raises. Brian joined Toptal because he enjoys working with leading companies and teams on interesting and dynamic challenges.

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Carole Crawford, CFA

Freelance Interim Finance Manager

United StatesToptal Member Since August 9, 2017

At Morgan Stanley, Carole advised eight founders through exits totaling over $750 million and then founded her own practice to manage venture investments for family offices. A former tech CFO, she freelances to leverage her experience with capital raises, strategic pivots, and turnarounds. She enjoys helping innovators and entrepreneurs achieve financial success across many verticals, and has recently focused her efforts on fintech.

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William B. Doyle, Jr.

Freelance Interim Finance Manager

United StatesToptal Member Since May 25, 2017

A Princeton engineering and Stanford MBA graduate, Bill has managed growth businesses, turned around struggling operations, served as CFO, and completed 27 investment, sale, and financing transactions totaling $1.3 billion. He is freelancing to achieve success for clients who need to raise capital, complete M&A transactions, and surmount business challenges.

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Jerome Elfassy

Freelance Interim Finance Manager

United StatesToptal Member Since January 8, 2017

After working as a credit prop trader for 7 years, co-managing a $12 billion corporate bond portfolio, and co-founding Festicket, Jerome started freelancing, building financial models, consulting for capital raising and acting as an external CFO. He has extensive experience working closely with founders of US and European eCommerce and media companies, helping them develop the necessary tools to financially structure their growth.

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