Finance Manager

The Friedkin Group
Published
June 3, 2021
Location
Houston, TX
Category
Job Type

Description

SUMMARY The Finance Manager under the direction of the Sr. Director Finance and Accounting, and CFO will 1) provide general investment financial and operational services for GSFS Group and 2) ensure that all investment related financial data is supplied to the accounting team accurately and on time within Generally Accepted Accounting Principles (GAAP), company policy and Business Partnership Agreements and 3) analyze financial information and prepare accurate and timely financial reports, schedules and statements and 4) enforce internal controls to protect company assets. The Finance Manager will also take action to enhance cross-functional coordination and expand internal communications within GSFSGroup as well as develop both themselves and other GSFSGroup associates. RESPONSIBILITIES Activities including, but not limited to; Responsible for analyzing investment activities. Manages the daily activities for a given section of the company's investment operations. Applies company investment policies and procedures, works with advisors to recommend changes to increase efficiency. Analyzes portfolio allocation, manages cash and securities including both debt and equities with Treasury Department based on approvals from Investment Committee. Acts as a liaison with Fixed Income and Equity advisors. Prepares reports on investment transactions and status for submission to management. Compares actual results to budgeted results and provides variance explanations on a monthly basis. Coordinates data requirements, prepares analysis and recommendations for various company programs. Prepares and analyzes pro-formas. Analyzes monthly and year-end financial data to ensure that it is recorded accurately, in accordance with GAAP. Assists in reviewing or preparing ancillary audit schedules, audit footnotes, tax schedules and tax forms. Participates in annual business planning process Participates in annual state regulatory filings. Researches and resolves accounting transaction questions and other customer issues in an agreed upon timeframe. Strives to satisfy customers. Minimizes referrals to management. Maintains checklists and other logs to ensure completeness. Coordinates and communicates actions between the GSFSGroup departments and across other Friedkin affiliated companies. Participates on continuous improvement teams. Collaborates with co-workers and GSFSGroup leaders to leverage knowledge and experience to improve processes, procedures and the work environment in order to eliminate inefficient and ineffective processes and procedures. Participates in evaluation, testing, and implementation of Information Technology projects. Responsibly to receive, transmit, and handle consumer and customer data per applicable policies and procedures. Review and follow data privacy practices, policies, and guidelines. Other duties as assigned. PREFERRED EXPERIENCE Understanding of internal control structures and effective alignment with the internal control structure. Strong analytical and problem solving skills. Knowledge of F&I products. Broad knowledge of GAAP and SAP and applicable federal, state laws and regulations pertaining to GSFSGroup of companies and its products. Strong computer skills (spreadsheets, databases, word processing, etc.). Ability to promote, coordinate, and support change. Ability to communicate effectively both orally and in writing. CRITICAL COMPETENCIES Organizational Savvy: The ideal candidate will be decisive and have fact-based decision making capabilities and commitment in order realize the goals and objectives consistent with company strategy. The individual will be able to identify and eliminate barriers to legacy or ineffective processes. He or she will serve as a role model to others by being pragmatic, hands-on and always supporting decisions with facts and data. The candidate will be able to deal with ambiguity in a mature and professional manner and bring a solution-focused, analytical approach to problem solving. Target Orientation: The ideal candidate will have a bias for action and a forward thinking orientation that uses information to shape the future. A resourceful, action-oriented individual who possesses a strong sense of urgency and who knows how to overcome obstacles to get things done in a timely fashion. An individual who is able to work in a lean, action-oriented environment. Possess the ability to interact effectively in a broad range of situations and deal with pressures of time and changing conditions. SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities. Compliance: Carries out responsibilities in accordance with the Company's Code of Business Conduct, GSFSGroup and The Friedkin Group policies and operating standards and applicable federal and state laws. QUALIFICATIONS Bachelor's degree in Accounting or Finance from four-year College or university; and 8-10 years related experience and/or training; or equivalent combination of education and experience. Familiar with standard concepts, practices and procedures for investments, insurance company investments and financial analysis Technical Expertise -- Applies up-to-date knowledge and skills needed to do the job. The candidate must be proficient in Excel, PowerPoint, and data analysis software (e.g., SAS, SQL, and Access). Business Acumen -- Knowledge of business operations and key factors impacting business successes. Commitment to Quality -- Provides products and services of the highest quality, sets quality standards. Process Orientation -- Understands process components and attributes. Identifies, prioritizes and implements process improvement opportunities. Achievement Orientation -- Sets high performance standards, sets aggressive goals and is able to achieve them. Performance Management -- Knowledge of methods used to improve operational performance. Able to put concepts into action; activity based costing/management, balanced scorecard, bench marking techniques, best practices, key performance indicators, etc. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. (For optimum performance, the jobholder in this position would be expected to demonstrate appropriate knowledge, skills, and abilities in the listed areas.) PHYSICAL REQUIREMENTS The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day; and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate is occasionally required to travel to other sites, including out-of-state, where applicable, for business. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. While the job is generally performed in an office environment, the associate is occasionally exposed to wet and/or humid conditions, areas in which moving mechanical parts, fumes, toxic or caustic chemicals are present, and outside weather conditions. The noise level in the office environment is typically quiet, but the associate may be occasionally exposed to loud noise levels. TRAVEL REQUIRED Minimal travel is required for this position (up to 20% of the time and on a domestic basis). *Legally authorized to work in the United States, without Sponsorship The Friedkin Group and its affiliates are equal opportunity employers and maintain drug-free workplaces by conducting pre-employment drug testing. #LI-AG1 Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

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