Personal Financial Manager

Personal Financial Manager

Hybrid (1 day a week onsite in Howell, NJ)

70 – 100k

Company Overview:

We are a prestigious company seeking a dedicated financial professional to oversee all aspects of the executive’s personal financial matters. This is a unique role focused on managing the executive’s finances, including household budgeting, investment tracking, and personal expenses, rather than traditional administrative or calendar management tasks. The role requires confidentiality, precision, and strong financial acumen.

Position Overview:

As the Personal Financial Manager, you will take full responsibility for managing the personal finances of the executive and their spouse. You will ensure that all personal bills are paid on time, manage and track investments, oversee personal budgeting, and provide financial reports. Your goal will be to simplify and streamline the executive’s financial matters, offering sound financial advice to ensure fiscal health.

The Ideal Candidate:

The ideal candidate is highly organized, detail-oriented, and possesses a strong background in personal finance management. You have extensive experience managing financial matters for high-net-worth individuals, including budgeting, investment tracking, and financial reporting. You are proficient in QuickBooks, can handle complex financial portfolios, and offer strategic advice to improve financial performance. Discretion, confidentiality, and strong communication skills are essential in this role.

Key Responsibilities:

• Personal Financial Management:
  Oversee the executive’s personal finances, including bills, credit card payments, and personal expenses.
  Create, monitor, and maintain a personal budget for the executive and their spouse.
  Manage household bills, life insurance, and travel expenses.

• Investment Tracking & Advising:
  Track and monitor personal investments, providing regular updates and strategic financial advice to the executive.
  Conduct financial analysis, including budget forecasting, and provide insights into the executive’s financial performance.

• Financial Reporting & Systems Management:
  Generate and review financial reports using QuickBooks, ensuring all financial records are up-to-date and accurate.
  Handle wire transfers and ensure the executive’s personal accounts are balanced.

• Ad Hoc Financial Support:
  Respond to foundation requests or financial queries, ensuring timely and accurate payments or decisions.
  Oversee the financial aspects of the executive’s philanthropic efforts, personal trusts, or special projects.

Qualifications:

• Proven experience managing the personal finances of an individual or executive, including budgeting and investment management.
• Expertise in using QuickBooks for financial tracking and reporting.
• Strong understanding of investment tracking, budgeting, and personal finance management.
• High attention to detail, with the ability to manage complex financial portfolios.
• Exceptional communication and problem-solving skills, with the ability to provide financial advice to high-net-worth individuals.
• Demonstrated ability to handle sensitive information with discretion and confidentiality.
• Strong analytical skills for conducting budget analysis and financial forecasting.

Benefits:

• Competitive salary
• Healthcare, dental, and vision insurance
• Paid time off and flexible working hours
• Opportunities for professional development and growth

Exciting Opportunity:

This is an excellent opportunity for a finance professional to take full ownership of an executive’s personal financial management. If you have a passion for personal finance, a track record of overseeing complex financial matters, and enjoy working in a fast-paced, high-stakes environment, we want to hear from you! Apply now to join a dynamic team where you can make a direct impact on the financial well-being of a senior executive.

Email Resume: joel@maiplacement.com