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Beacon Hill Financial has partnered with a locally based client, in the financial services industry, in the search for a Business Manager to join their team. This role will report to the Director of Financial Administration and will be responsible for managing the organization's financial processes. Candidates should have experience processing both financial and tax reports in addition to handling company expenses. Prior experience working in the financial services industry is necessary for success in this position. This is a hybrid role that will require candidates to work on-site several days each week within their Chevy Chase based headquarters. If interested, please don't hesitate to apply with your most up-to-date resume.

Essential Job Duties

• Direct the preparation and distribution of monthly operations reports and cash roll-forwards

• Coordinate with administrators, auditors, fund accountants, and tax accountants to ensure accuracy and timeliness of deliverables

• Supervise the organization's financial processes, including reporting, expense tracking, distributions, and tax filings

• Contribute to new product development and provide tax management support

• Monitor and reconcile refunds payable accounts to maintain accuracy in financial statements

• Capitalize fixed assets placed in service and calculate monthly depreciation expense

• File quarterly Maryland state sales tax returns and ensure timely payments

• Provide leadership in risk management and strengthening internal controls

• Engage in day-to-day problem-solving and decision-making for finance-related issues

• Ensure seamless integration between financial systems, including the general ledger, CRM, and related applications

• Prepare weekly cash and investment reports for senior leadership review

• Maintain sales tax exemption applications and renewals across applicable states

• Serve as an internal resource for financial-related product and process issues

• Deliver outstanding customer service to both internal stakeholders and external partners

• Support special projects and continuous process improvement initiatives as assigned

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