Director of Finance

HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we have made something happen for our clients. If you want a career that is all about helping people, you are the kind of person we’re looking for. Please read on to discover if you can see yourself joining the HBKS Wealth Advisor Family as our newest Director of Finance.

Overview:

The Director of Finance must often fulfill multiple roles within a company. They serve as leaders, advisors, and strategists. As a result, the Director of Finance is accountable for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results. The Director of Finance reports directly to the COO.

Desired Qualifications:

• The ideal candidate will possess an MBA in finance or accounting, and CPA (Certified Public Accountant) or CMA (Certified Management Accountant).
• 10 years of experience accounting experience, having held a leadership role, with strong familiarity with partnership accounting.
• Financial Services, RIA, or Wealth Management industry experience preferred but not required.
• Should have experience partnering with Executive teams, Finance team, and have high level written and oral communication skills.

Responsibilities:

• Provide leadership and management to the financial department
• Provide financial strategy recommendations to CEO/President and executive team
• Identify and address potential financial risks for the company
• Oversee all financial decisions, such as budgeting and auditing
• Implement strategies and systems to improve financial performance
• Support financial department in developing short and long term financial goals
• Review financial reports and determine methods to reduce costs
• Take control of financial records and documentation
• Serve as a key point of contact for financial department and auditors
• Overseeing the reconciliation of income and expense reports
• Preparing and analyzing financial statements and profit and loss reports
• Designing financial models that will benefit different operating initiatives
• Supervising the finance department and ensuring that all activities are current and updated.

BENEFITS WE OFFER:

• Competitive Compensation
• Lucrative New Business & Employee Referral Bonuses
• Anniversary Bonus
• Open Paid-time-off policy
• We provide a flexible work environment to offer work/life balance.
• 401(k) plan with company match and profit sharing
• Medical, dental, and vision insurance
• Company Paid Life Insurance
• Affordable Short- & Long-Term Disability Insurance
• Affordable Accidental and Critical Illness Insurance
• 5 Paid holidays
• Tuition Reimbursement
• Annual Performance Reviews
• And Much More…

HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.