Director of Finance

Job Description

Title : Director of Finance for Blue Ocean Wealth Solutions LLC

At Blue Ocean Wealth Solutions LLC we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance Investment Retirement Employee Benefits and Property & Casualty

• Planning. At Blue Ocean everything starts with you. Your financial well-being is the key to living the life you envision confidently pursuing your goals caring for the people who matter most and feeling secure about the future. Discover the difference of personalized support and guidance thats built around your unique financial journey. We believe our success is based on long-term deeply personal and trusting relationships and a relentless focus on the following 3 Es : Energy Effort and Execution.

We were awarded Top Long Island Workplaces of 2018 to 2025 by Newsday / Dans Paper.

Key Responsibilities :

Financial Operations Management

Oversee all core financial functions including purchasing accounts payable accounts receivable and general ledger activities. Ensure the timely and accurate completion of monthly quarterly and year-end closings.

Produced statements and payments of all third-party business.

Handle monthly payroll for approximately 15 person staff.

Financial Reporting & Analysis

Prepare and present financial statements management reports and performance analyses for executive leadership.

Developed financial strategies that align with the Firms long-term business goals while monitoring expenses and cash flow.

Conduct cost margin and pricing analysis to uncover opportunities for profitability improvement.

Internal Controls & Compliance

Develop implement and maintain strong internal controls financial policies and procedures to protect company assets and meet regulatory requirements.

Partner with compliance and audit teams as needed to ensure adherence to industry and corporate standards.

Prepare accurate financial statements at end of quarter to summarize financial health and business performance.

Implement tax planning strategies that minimize liabilities while ensuring full compliance with local state and federal laws.

Operational Collaboration

Work closely with operations and leadership teams to monitor key business metrics including production and material usage.

Develop robust job costing and profitability models to support strategic planning and resource allocation.

Collaborate with executive leadership to establish budgetary guidelines and allocate resources efficiently across the Firm.

Budgeting Forecasting & Cash Management

Lead the annual budgeting process and ongoing financial forecasting.

Oversee cash flow plans to ensure financial stability and alignment with organizational goals.

Manage relationships with banks credit facilities insurance providers and other financial partners.

Monitor financial reports including balance sheets income statements and statements of cash flows in conjunction with Firms Accountant to prepare corporate tax returns.

Qualifications

510 years of experience in financial services or a related field with leadership experience.

Bachelors degree in accounting Finance Business or a related discipline required.

Advanced credentials such as an MBA CPA CFA are strongly preferred.

Securities and insurance licenses (e.g. Series 7 Series 66 Series 24) preferred.

Exceptional analytical problem-solving and communication abilities.

Proven leadership skills with the ability to manage multiple priorities and navigate a dynamic environment.

Strong Excel skills VLOOKUPs and pivot tables preferred

Sage X-3 or comparable accounting software highly desired

Pay : $125000 to $140000 Full-time per year

Benefits : Health Insurance

Dental Insurance

Vision Insurance

Paid time Off

Annual Bonus opportunity

401 (k) Matching

We are an Equal Opportunity Employer.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity or expression national origin age disability genetic information marital status ancestry status as a protected veteran or any other protected classes in accordance with applicable federal state and local law.

Required Experience :

Director

Key Skills

Crisis Management,Marketing,Public Relations,Fundraising,Media Relations,Constant Contact,Strategic Planning,Social Media Management,Team Management,Public Speaking,Wordpress,Writing Skills

Employment Type : Full-Time

Department / Functional Area : Finance

Experience : years

Vacancy : 1

Yearly Salary Salary : 125000 - 140000