Director of Finance & Accounting

Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals. 
The Director of Finance & Accounting will lead all financial and accounting functions at Marquette. This position will be responsible for managing the firm’s financial operations, ensuring compliance with regulatory requirements, and providing strategic financial guidance to support business growth. The Director of Finance & Accounting will play a critical role in shaping the firm’s financial strategy.Job responsibilities include, but are not limited to:

Develop and execute financial strategies in alignment with the firm’s long-term goals and objectives

Provide leadership and expertise in financial accounting, budgeting, financial systems, strategic financial planning and problem solving

Oversee the preparation and presentation of financial statements, ensuring accuracy, timeliness, and compliance with accounting standards (GAAP, IFRS, etc.)

Manage monthly, quarterly, and annual closing processes, including consolidation and reporting for multiple entities

Prepare shareholder and Board reports and deliver actionable insights to senior management and stakeholders

Lead financial due diligence for potential mergers, acquisitions, or partnerships

Manage the firm’s cash flow, ensuring adequate liquidity for operational needs and investment activities

Oversee treasury functions including cash forecasting, investment management, and banking relationships

Qualifications:

Bachelor’s degree in Accounting or Business Administration

Certified Public Accountant (CPA) or Master of Business Administration (MBA) required

10+ years of experience in a management role in finance or accounting

Exceptional leadership and team management capabilities

Advanced proficiency in financial modeling, analysis, KPI development and reporting

Expertise in financial software and systems (e.g., Sage Intacct, investment management software, O365); ability to leverage AI to promote efficiency

Strong problem-solving, analytical, and decision-making skills

Excellent communication and interpersonal skills, with the ability to present complex financial information to both financial and non-financial stakeholders

BENEFITS WE OFFER:Top tier healthcare coverage100% paid premium for disability and employee life insurance coverageHealth and Dependent Care FSA and HSA optionsCompany 401K contributionHybrid work policyPaid time off & 15+ holidaysSummer hoursEnhanced employee assistance programVolunteer opportunitiesTuition and education reimbursementCompany-wide events
Marquette Associates is proud to be an Equal Opportunity Employer.