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Beacon Hill Financial has partnered with a locally based client, in the financial services industry, in the search for a Business Manager to join their team. This role will report to the Director of Financial Administration and will be responsible for managing the organization's financial processes. Candidates should have experience processing both financial and tax reports in addition to handling company expenses. Prior experience working in the financial services industry is necessary for success in this position. This is a hybrid role that will require candidates to work on-site several days each week within their Chevy Chase based headquarters. If interested, please don't hesitate to apply with your most up-to-date resume.

Essential Job Duties

Direct the preparation and distribution of monthly operations reports and cash roll-forwards

Coordinate with administrators, auditors, fund accountants, and tax accountants to ensure accuracy and timeliness of deliverables

Supervise the organization's financial processes, including reporting, expense tracking, distributions, and tax filings

Contribute to new product development and provide tax management support

Monitor and reconcile refunds payable accounts to maintain accuracy in financial statements

Capitalize fixed assets placed in service and calculate monthly depreciation expense

File quarterly Maryland state sales tax returns and ensure timely payments

Provide leadership in risk management and strengthening internal controls

Engage in day-to-day problem-solving and decision-making for finance-related issues

Ensure seamless integration between financial systems, including the general ledger, CRM, and related applications

Prepare weekly cash and investment reports for senior leadership review

Maintain sales tax exemption applications and renewals across applicable states

Serve as an internal resource for financial-related product and process issues

Deliver outstanding customer service to both internal stakeholders and external partners

Support special projects and continuous process improvement initiatives as assigned

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