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Financial Services Director

Company: RenPSG
Location: Indianapolis
Posted on: May 19, 2019

Job Description:

The Director position is responsible for managing a team that supports one or more of our institutional clients. The team is responsible for providing excellent client service through client interactions and meeting or exceeding deliverables. This includes new account set-up, processing contribution and grant activity, providing fund accounting, preparing monthly reporting and interacting with clients. This position requires excellent communication skills, strong collaboration with many personality types, and a high degree of accuracy. The ideal candidate will be self- motivated, resourceful and have impeccable time-management skills.

Duties & Responsibilities:

Build and maintain relationships with institutional clients and key personnel within client organizations
Ensure strong client relationships through expectation setting, contract fulfillment, proactive communication and planning, and revenue retention and growth
Provide staff development through mentoring, training, and individual coaching sessions to build a strong team that has the necessary tools to be successful
Identify and implement process improvements and automation to help improve and streamline workflows
Work cross-functionally to ensure work and relationships across departments are client- focused and produce solutions for efficiencies, revenue generation and compliance
In collaboration with the EVP, build and manage a budget and capacity plan for the unit that includes peak season work or changing workloads, ongoing training and/or new client contracts
Provide full management of the team including PTO management, performance reviews, salary increases, bonus distribution and KPI tracking


Knowledge, Skills & Abilities

Bachelor's degree or higher required
CPA required
Financial services and high-volume accounting experience preferred
Management experience, including team development
Ability to maintain a high level of activity, manage competing priorities and work efficiently in a results-driven environment
Experience with cash processing, bank reconciliation and investment entry processing for unitized investment pools
Effective communication skills, both verbal and nonverbal
Possess excellent organization and planning skills
Superior time management skills to be able to multi-task
Self-motivated with a positive and professional approach
Strong business ethics and personal integrity
PandoLogic. Keywords: Finance Director, Location: Indianapolis, IN - 46259

Keywords: RenPSG, Indianapolis , Financial Services Director, Accounting, Auditing , Indianapolis, Indiana

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