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 coverage
100% paid premium for disability and employee life insurance coverage
Health and Dependent Care FSA and HSA options
Company 401K contribution
Hybrid work policy
Paid time off & 15+ holidays
Summer hours
Enhanced employee assistance program
Volunteer opportunities
Tuition and education reimbursement
Company-wide events
Marquette Associates is proud to be an Equal Opportunity Employer.
