Manager of Finance & Human Resources


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.


  1. 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
  1. 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:

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.

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Cabot Wealth Network
176 North Street, Salem MA 01970

 Cabot Wealth Network