Director of Finance

Company Overview

NewOak Capital is a distinguished financial services advisory firm located in the heart of New York City. We specialize in providing top-tier financial guidance and services to our clients. Our team is dedicated to delivering innovative solutions and strategic advice to help our clients navigate the complex financial landscape.

Job Description

We are seeking a Director of Finance to join our dynamic team. This role requires a strategic thinker with a strong background in finance who can lead our financial operations and contribute to our company's growth. The ideal candidate will have a proven track record of success in financial management and the ability to work collaboratively with cross-functional teams.

Responsibilities

• Oversee the financial strategic planning of the company by evaluating its performance and potential risks.
• Prepare detailed reports on the company's financial performance, including quarterly and annual financial statements.
• Develop and implement robust financial policies and procedures to ensure compliance with regulations and to optimize operational efficiency.
• Manage the finance department, providing guidance and leadership to the team.
• Collaborate with other departments to develop financial plans and ensure company-wide strategic goals are met.
• Analyze market trends and provide insights to senior management for decision-making purposes.
  
  

Qualifications

• Bachelor's degree in Finance, Accounting, or related field; Master's degree or CPA preferred.
• 4-7 years of experience in a financial management role, preferably within the financial services industry.
• Strong analytical, decision-making, and management skills.
• Excellent communication and interpersonal abilities.
• Proficient in financial software and Microsoft Office Suite.
  
  

Perks & Benefits

• Health benefits fully paid for the employee.
• Remote work environment.
• Flexible Paid Time Off Policy to help you balance work and personal life.
• 11 company holidays per year to celebrate and recharge.
• Paid parental leave to support you and your family.
• 401K with matching contributions to secure your financial future.
• Learning and development allowance to foster career growth.
• A diverse, inclusive, and fun team that values your unique contributions!

Company Overview

NewOak Capital is a distinguished financial services advisory firm located in the heart of New York City. We specialize in providing top-tier financial guidance and services to our clients. Our team is dedicated to delivering innovative solutions and strategic advice to help our clients navigate the complex financial landscape.

Job Description

We are seeking a Director of Finance to join our dynamic team. This role requires a strategic thinker with a strong background in finance who can lead our financial operations and contribute to our company's growth. The ideal candidate will have a proven track record of success in financial management and the ability to work collaboratively with cross-functional teams.

Responsibilities

• Oversee the financial strategic planning of the company by evaluating its performance and potential risks.
• Prepare detailed reports on the company's financial performance, including quarterly and annual financial statements.
• Develop and implement robust financial policies and procedures to ensure compliance with regulations and to optimize operational efficiency.
• Manage the finance department, providing guidance and leadership to the team.
• Collaborate with other departments to develop financial plans and ensure company-wide strategic goals are met.
• Analyze market trends and provide insights to senior management for decision-making purposes.
  
  

Qualifications

• Bachelor's degree in Finance, Accounting, or related field; Master's degree or CPA preferred.
• 4-7 years of experience in a financial management role, preferably within the financial services industry.
• Strong analytical, decision-making, and management skills.
• Excellent communication and interpersonal abilities.
• Proficient in financial software and Microsoft Office Suite.
  
  

Perks & Benefits

• Health benefits fully paid for the employee.
• Remote work environment.
• Flexible Paid Time Off Policy to help you balance work and personal life.
• 11 company holidays per year to celebrate and recharge.
• Paid parental leave to support you and your family.
• 401K with matching contributions to secure your financial future.
• Learning and development allowance to foster career growth.
• A diverse, inclusive, and fun team that values your unique contributions!