Finance Manager


Finance Manager

We are looking for a Finance Manager to handle all bookkeeping, financial statement preparation, and to assist with audit and tax reporting. The Finance Manager will also assist with accounting process improvements to help better automate and streamline financial reporting and will support the Chief Financial Officer on business analytics and FP&A. This new role is based in either our suburban Cleveland or NYC office and you will report to the Chief Financial Officer.

You can learn more about our team and company culture here:
What you'll do:
  • Perform all accounting operations including all transactions related to the general ledger, receivables, payables, and payroll
  • Manage payroll, tax reporting, sales tax, and audit preparation
  • Produce accurate and timely monthly and annual financial statements and key performance indicator reports,
    including budget-to-actuals-to-forecast for income statement, cash flow, and balance sheet
  • Complete monthly bank reconciliations and assist with cash management
  • Maintain depreciation, amortization, and ASC 606 revenue recognition schedules
  • Manage company corporate card expense transactions and reporting
  • Work with the CFO to conduct financial analysis and set operating budgets across the company and ensure management against those budgets

What we're looking for:

  • 5+ years of general accounting experience
  • Proficient with QuickBooks Online,, Excel, and other relevant applications
  • In-depth knowledge of corporate finance, accounting principles, and best practices
  • Immaculate attention to detail
  • Ability to multi-task in a fast-paced environment with fluctuating priorities and deadlines
  • Bachelor’s degree in Finance, Accounting, or a related field
  • CPA is not a requirement, but a plus
  • Previous experience working in a high-growth technology company is not a requirement, but a plus


  • Attractive base salary + performance based bonus
  • Three weeks paid time off, plus holidays.
  • Exceptional medical, dental, and 401k plan benefits
  • Directly contributing to the growth and success of a rapidly growing business
  • Flat organizational structure
  • Ongoing professional development and direct training
  • Fun and casual office environment
Apply Here!

RIA in a Box® is a fast-growing, entrepreneurial financial services and technology firm, providing the leading number of registrations and ongoing compliance services to RIAs throughout the United States. Our mission is to provides the leading compliance solution for investment advisers. We put the client first by delivering innovative software and expert advice.

 RIA in a Box is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.