Job Details

In this role, the Regional Finance Manager will report directly to the VP of Finance. This is a cross-functional position that will play a key role in managing and supporting all finance processes and initiatives throughout the West Region. This individual will work closely and collaborate with back office functional leads, operations teams and senior leadership to support any and all financial needs driven internally or externally.

Duties will include, but not limited to:

• Provide management oversight as a liaison of the corporate office with operations to ensure the accuracy and integrity of business office operations including accounts payable and receivable functions, billing, payroll and financial reporting for the West Region.
• Assist with monthly financial closing including preparation of revenue and expense accruals to be submitted to accounting for booking.
• Lead and oversee the monthly financial review process with operations for the West region to meet all critical deadlines and deliverables. Work closely and collaborate with accounting and billing as part of the close process.
• Prepare and distribute monthly financial reporting packages.
• Participate in the monthly financial review meetings with operations to analyze, research and resolve reconciling items that arise during the financial review process including documenting explanations for low job performance results where needed.
• Compile explanations for all CA Books of business to present to corporate finance as part of the overall consolidated financial package distributed to senior leadership.
• Assist with creating, implementing and managing annual budgets for the West region. Work closely with the West region senior leadership and operations to compile data as necessary.
• Provide Sage (Intacct) training to authorized users on running reports, drilling into transactions, AR invoice review, billing processes and other functionality as needed. In addition to, providing JTS training to all new users in the West region.
• Assist West region COEs with new account onboarding procedures to ensure accuracy of data from onset of account start up. In addition, assist with lost account offboarding procedures which would include, but not limited to, identifying assets to be transferred, coordination of final invoices and AR collections, etc.
• Work closely with the Finance and IT leadership to evaluate Finance processes. Be an active team member in driving continued system optimization to support efficient business processes across back-office functions.
• Support ad-hoc financial and analytical projects as required.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

• Problem Solving Synthesizes complex or diverse information. Maintain expertise in financial accounting and related software tools. Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully Designs workflows and procedures.
• Customer Service Strong customer orientation, manage difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance. Listens carefully to customer needs. Able to take customer perspective to drive performance improvement. Effectively communicates organizational performance.
• Communication Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Writes clearly and informatively; Able to read and interpret written information. Shares expertise with others.
• Leadership and Teamwork Able to effectively lead in a multi-site organization without having direct line management responsibility. Show leadership through power of ideas and persuasion. Places team results above personal interests. Exhibits objectivity and openness to others' views; Supports everyone's efforts to succeed.
• Business Acumen Understands the clients business and how the client makes money. Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals. Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions. Displays willingness to make decisions; Exhibits sound and accurate judgment.
• Innovation and Technical Skills Continually updates business and technical knowledge through technical training, industry organizations, research and literature. Shares expertise with others. Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work.
• Ethics Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Accepts responsibility for own actions; Follows through on commitments.
• Organizational Support Understands organization's strengths & weaknesses; Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values; Supports affirmative action and respects diversity.
• Planning/Organizing Able to work independently and manage competing priorities across multiple sites. Sets challenging goals and objectives.
• Strategic Thinking Understands business implications of decisions Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions. Develops policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities.
• Quality Sets and achieves challenging goals; Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Innovation Displays original thinking and creativity; Meets challenges with resourcefulness; - Develops and implements cost saving measures; Conserves organizational resources. Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Looks for and takes advantage of opportunities; Strives to increase productivity.

Education and/or Experience

• Bachelor's degree from four-year college or university in Business, Finance or Accounting and five years of progressive financial experience in all aspects of business control.

Required Skills

• Must have experience using Microsoft Office programs, particularly Excel (advanced preferred), Word, and PowerPoint. Must be able to navigate multiple web platforms and various computer programs.
• Knowledge of and/or prior experience with Sage (Intacct), ADP Vantage, Bill.com, and Kronos preferred.

About UG2:

At UG2, a leader in facility services, we are committed to innovation, excellence, and client satisfaction. We are committed to developing the strongest customer relationships and the highest service delivery benchmarks in the marketplace.

Founded in 2012, UG2 is privately held and headquartered in Boston, Massachusetts. We also have regional offices in Chicago, Washington, D.C., New York City, West Palm Beach, Los Angeles, Sunnyvale, and Dallas.