Finance/Accounting Manager

Job Overview

Private Client Services, LLC, an ESOP Company, is hiring! The Finance/Accounting Manager leads day-to-day accounting operations, oversees the monthly close and key reconciliations, and ensures accurate, timely financial reporting. This role supervises AP/AR staff, strengthens controls and processes, and partners with the CFO and FINOP to support audit readiness and growth in a regulated environment.

Responsibilities

• Supervise the Accounts Payable/Receivable Specialist; assign work, set priorities, support development, and ensure cross-training and backup coverage.
• Lead the monthly, quarterly, and year-end close processes, including managing the close calendar, deliverables, and internal controls across PCS and related entities.
• Strengthen internal controls (including segregation of duties) and develop, document, and maintain SOPs for key financial processes.
• Oversee accounts payable and receivable activities across multiple business units.
• Manage and reconcile corporate credit cards and oversee vendor billing activity.
• Lead the annual PCS and FINRA renewal invoicing process through Salesforce, maintaining billing structures, account/contact data, and PIC designations.
• Support key clients with customized billing reports and payment tracking.
• Serve as a liaison with clients, vendors, and external partners, including system developers.
• Analyze financial data and trends to provide insights that support leadership decision-making.
• Resolve payment discrepancies and disputes in a timely and professional manner.
• Support internal and external audits by preparing and providing required documentation.
• Identify and drive process improvements and support special projects.
• Provide administrative and financial support to designated accounts (Creative Benefits, KFG, and Jefferson County Development).
• Administer Salesforce dashboards and maintain SharePoint financial documentation hubs.
• Perform additional duties and support initiatives as needed.

Experience

• BA or BS degree and/or equivalent work experience.
• Proficient with QuickBooks, QuickBooks Pro, and Advanced Excel skills.
• 5+ years of progressive accounting/finance experience with demonstrated responsibility for month-end close and reconciliations; experience supervising staff and maintaining procedures/controls.
• Financial services industry experience is preferred.

Pay: $68,900.00 - $88,500.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Work Location: Hybrid remote in Louisville, KY 40206