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Vice President of Finance

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Simon Quick Advisors

Vice President of Finance

Morristown, NJ
Full Time
Paid
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  • Responsibilities

    Job Description

    JOB TITLE:  Vice President of Finance

    LOCATION:  Morristown, New Jersey

    EMPLOYMENT TYPE:   Full Time

     

    ABOUT SIMON QUICK ADVISORS

    Simon Quick Advisors is a wealth management and investment consulting firm that advises high net worth individuals and families. Simon Quick Advisors is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. The firm has offices in Morristown, NJ, New York, NY, Chattanooga, TN and Denver, CO.

    WHY WORK AT SIMON QUICK ADVISORS?

    Simon Quick Advisors’ culture and company philosophy are founded on a set of fundamental values that influence the choices we make and the actions we take.  Our core values encompass integrity & honesty, mutual trust & respect, ownership & accountability, and humility.  We provide opportunity, nurture talent, develop our people and reward achievement.  You will be joining a culture that promotes functional excellence and teamwork, a passion for learning, and values employee input to help shape the future of the firm.

     

    DUTIES & RESPONSIBILITIES

    The Vice President of Finance will participate in the financial and functional decision-making processes necessary for the successful attainment of the Firm's mission. They will report directly to the Chief Financial Officer and serve as a critical member of the leadership team responsible for numerous functions of the accounting and finance departments. Examples of job duties include:

    • Assists with the overall financial operations of the Firm including accounting, budgetary, audits, tax and other financial planning activities within the organization; including assist in supervising a team of accountants supporting the CFO and the Family Office.
    • Provides financial leadership to owners, managers, directors and officers that will create ownership of goals, and encourage active participation in decisions that impact the firm in conjunction with the Chief Financial Officer and Chief Operating Officer.
    • Ensures a collaborative departmental approach to long-range strategic operational planning, care and service design and development of organizational policies, which reflect the mission of the organization.
    • Assist the Chief Financial Officer to ensure the firm meets necessary financial regulatory and compliance requirements and contributes financial expertise in the planning of new services that generate additional sources of profitable revenue.
    • Continuously assesses, measures and improves departmental performance and demonstrates responsible management of all departmental resources.
    • Demonstrates clinical/technical and managerial competency. Ensures that the professional development needs of staff are met

    ATTRIBUTES

    • Foster a positive atmosphere within the office and with clients.
    • Display team-oriented, collaborative spirit.
    • Present professional behavior, appearance, and etiquette at all times.
    • Ability to work at a high level of independence.
    • Strong leadership and organization skills
    • Excellent attention to detail and analytical skills.

    QUALIFICATIONS

    • Bachelor's degree in Accounting or Finance from an accredited institution. Master's degree preferred.
    • Minimum 8-10 years progressive financial/accounting experience in the RIA and family office service space
    • Preference will be given to candidates with a CPA
    • Independent working knowledge of accounts payable, payroll, and general ledger systems. Familiar with key performance indicators in the RIA space a plus
    • Experience working directly with high-net-worth clients and in a Family Office
    • Recent VP of Finance, Controller or similar experience highly preferred.
    • Strong background in Microsoft Office, with an emphasis on Word, Outlook, Excel and QuickBooks.
    • Superior organizational, time management, and written/oral communication skills.
    • Process-driven and proactive with a natural instinct for problem solving.

    SALARY & BENEFITS

    • Salary and bonus are competitive based on industry standards and experience level.
    • Benefits include dental, vision, health care, and 401(k) discretionary profit sharing.
    • Financial support for professional accreditation and continuing education requirements.
    • Transparent open-door culture and friendly working environment.
    • Every employee is provided with a dedicated mentor and career path guidance.

     

    APPLICATION PROCESS

    To apply, please submit a cover letter and resume to jobs@simonquickadvisors.com and complete the online application at www.simonquickadvisors.com/careers.

     

    Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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