Job Description

Job Description

Job Description

Here’s a solid ZipRecruiter job post template you can copy/paste for a Financial Manager role (and tweak to fit your company).

Job Title

Financial Manager

Company (About Us)

[Company Name] is a growing [industry/type of business] focused on building a profitable, well-run operation. We’re looking for a Financial Manager to help us tighten up reporting, improve forecasting, and support leadership with clear financial insights.

Job Type / Location

Type: Full-time  

Location: [On-site / Hybrid / Remote] (based in [City, State])  

Schedule: [Mon–Fri / flexible]

Compensation & Benefits (optional but recommended)

Pay: $[range] (based on experience)  

Bonus: [performance bonus / profit-sharing]  

Benefits: [health, dental, vision, 401(k), PTO, paid holidays, vehicle allowance, etc.]

Job Summary

The Financial Manager will work to maximize company profitability by analyzing financial data, advising senior management on investment and growth strategies, and managing financial risk. This role owns core financial reporting, budgeting/forecasting, cash flow planning, and helps leadership make confident decisions using accurate numbers.

Key Responsibilities

Analyze financial data to identify trends, risks, and opportunities to improve profitability

Build and maintain budgets, forecasts, and financial models

Prepare monthly/quarterly financial reports (P&L, balance sheet, cash flow) and explain results to leadership

Advise senior management on investment decisions, cost controls, and growth strategies

Monitor cash flow, working capital, and financial performance metrics

Manage financial risk (pricing, vendor terms, debt exposure, compliance, internal controls)

Support operational teams with job costing / department performance analysis (as applicable)

Oversee AP/AR processes and ensure timely, accurate financial transactions

Coordinate with outside partners (CPA, tax preparer, bank, insurance, etc.)

Ensure compliance with applicable regulations and company policies

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA/CPA a plus)

[3–7]+ years of experience in financial management, FP&A, accounting leadership, or similar

Strong understanding of financial statements, forecasting, budgeting, and cash flow management

Advanced Excel skills; experience with [QuickBooks / NetSuite / Sage / other] preferred

Strong analytical thinking with the ability to turn numbers into clear recommendations

High integrity, attention to detail, and ability to work with confidential information

Strong communication skills; able to present financial insights to non-finance leaders

Preferred (Nice to Have)

Experience in [construction / home services / roofing / field services / manufacturing / etc.]

Experience improving processes, controls, and reporting systems

Familiarity with KPI dashboards and business intelligence tools (Power BI, Tableau, etc.)

What Success Looks Like (30/60/90 Days)

30 days: Understand the business model, current reporting, and key drivers; deliver clean monthly reporting

60 days: Implement improved forecasting/cash flow visibility; identify top profit improvement opportunities

90 days: Deliver a predictable monthly close process, stronger controls, and actionable dashboards for leadership

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