Manager of Finance & Human Resources
General
The Finance & Human Resources Manager (FHRM) will be responsible for bookkeeping, HR administration as well as be a strategic thought-partner and report to, and work closely with, the Vice President of Operations, as well as the President. The successful candidate will be hands-on and participative with entrepreneurial spirit and will lead efforts to support the following areas: finance, business planning and budgeting, and human resources administration.
The DFHR will play a critical role in partnering with the leadership team in strategic decision making and operations as Cabot Wealth Network continues to grow. This is a tremendous opportunity for a leader to maximize and strengthen the internal capacity of a well-respected, high-impact organization.
Responsibilities
- Financial Management
- Analyze and present financial reports in an accurate and timely manner
- Oversee and lead budgeting, planning, and tax process
- monitor progress and changes
- keep senior leadership team abreast of the company’s financial status
- Manage organizational cash flow and forecasting
- Oversee contract management
- Update and implement all necessary business policies and accounting practices
- Create and maintain finance department’s overall policy and procedure manual
- Oversee accounts receivable, accounts payable, payroll and other financial functions
- Coordinate specified risk management activities and appropriate insurance coverage
- Work with key departments to maintain appropriate financial transaction procedures
- Work with outside accounting firm to prepare financial statements and ad hoc reports
- Coordinate and lead annual audit process, liaise with external auditors/evaluators
- Manage bank accounts, CDs, and money market funds
- Perform day-to-day financial operations including oversight of accounts payable and receivable, and maintenance of the general ledger in conjunction with company’s outside accounting firm
- Handle payroll and 401(k) contributions in conjunction with company’s PPO
- Handle invoices, reimbursement and check writing activities
- Review tax filing for independent contractors (Form 1099 and 1096 to the IRS)
- Review and submit the form 5500 (Employee benefits) and tax returns
- Prepare and submit all federal and state reporting requirements
- Human Resources
- Develop and maintain HR policies & procedures, benefits administration, and compensation and payroll
- Maintain HR records
- Prepare and submit payroll, including following up on missing timecards
- Work closely and transparently with external HR partners/vendors
- Liaise with healthcare, retirement and other benefits brokers
- Ensure compliance with applicable federal, statewide, and local law requirements
- Oversee all areas associated with the administration of staff benefits to include, but not limited to: 401(k) retirement plan, severance, health insurance, dental, disability, basic and voluntary life insurance, workers compensation and commercial insurance
- Maintain employee leave/vacation time; provide the annual leave balance report to staff members on a scheduled basis
- Prepare and submit advertisements for vacant positions on career websites
Such other tasks and responsibilities as are necessary or may arise from time to time
What a strong candidate looks like
- Bachelor’s Degree (or MBA) in finance, accounting or business
- 3-5 years similar work experience
- Full accounting qualification i.e. CPA, ACCA or equivalent will be a plus
- Proven track record of success
- High proficiency with QuickBooks
- Proficient with Microsoft Office and Excel
- Experience with PayChex or other similar payroll/HR software/service
- Knowledge of digital tools commonly used in financial and HR management
- Flexible and team-oriented
- Strong attention to detail and creative problem-solver
- Ability to work independently as well as within a team environment
- Track record of ethics with regard to confidentiality and fiscal management
- Curiosity and passion for learning, with an excitement for new challenges
- Ability to meet deadlines, use time effectively and manage multiple tasks simultaneously
- Excellent written, verbal and in-person communication skills
Reports to: Vice President of Operations
Classification: Manager of Finance & HR is a part-time, exempt management position
All applications should be submitted through Indeed: https://www.indeed.com/job/finance-hr-manager-598616aac2c7a4df
About Cabot Wealth Network
Cabot Wealth Network, founded in 1970, is one of the largest and most-trusted independent investment advisory publishers in the country, serving hundreds of thousands of investors across North America and around the world. Headquartered in Salem, Massachusetts, a short walk from the T train/bus station. Cabot Wealth Network is an equal opportunity employer.

Cabot Wealth Network
176 North Street, Salem MA 01970
CabotWealth.com/jobs