Finance Manager

Job Description

Job Description

Description : Who are we?

We’re Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients’ needs. We manage over $40 billion in assets and believe in the philosophy of creating value and managing risk with active management, using robust quantitative analysis and qualitative insights.

What do we value?

Great People with Great Values . Integrity, service, excellence, education and teamwork are the values that define the culture at Chandler Asset Management.

In addition to our core values, our culture is defined by 27 fundamental behaviors that describe our culture, set us apart and drive our success. From the beginning, we’ve always wanted to deliver total piece of mind through extraordinary performance. We believe our extraordinary performance and culture are driven by our dedicated and committed people.

What’s the job all about?

The Finance Manager reports to the CFO and is responsible for managing day-to-day financial operations, budgeting, reporting and compliance. In addition to supporting the strategic goals of the firm, the Finance Manager plays a key role in the administration of the company’s Employee Stock Ownership Plan (ESOP), supporting financial audits, annual valuations, and related reporting requirements.

This position is a hybrid role, based out of our San Diego, CA office.

The essential functions of the role include, but are not limited to the following :

• Assists CFO in all phases of corporate accounting and finance activities :
• Responsible for the maintenance and integrity of the general ledger, chart of accounts, category codes, and organizational hierarchy.
• Prepare monthly, quarterly, and annual financial statements for internal stakeholders, Board of Directors, and regulatory filings.
• Manage and monitor budgeting and forecasting processes, working closely with department leads, tracking variances and recommending best practices.
• Analyze financial performance, identify trends, and recommend improvements to optimize cash flow and working capital.
• Assists in the development of accounting policies.
• Perform monthly client invoicing.
• Support relationships with financial institutions, ESOP administrator, and auditor.
• Ensure compliance with GAAP, firm policies, and regulatory requirements.
• Coordinate with external auditors during annual audits and assist with audit preparation in compliance with GAAP and regulatory requirements (i.e. SEC, FINRA).
• Partner with third-party ESOP administrators and trustees to support the annual ESOP valuation process.
• Coordinate with HR and third-party administrator to ensure accurate accounting and reporting of ESOP activity, including share allocations, repurchase obligations, and participant statements.
• Provide guidance on ESOP impact to financial statements, corporate governance, and capital planning.
• Monitor compliance with IRS, DOL, and ERISA requirements related to ESOP operations.
• Collaborate across functions to support organizational goals and drive financial transparency and align goals with ESOP culture.

Requirements :

This Team Member will have :

Educational Requirements : Bachelor’s degree in accounting, Finance, or a related field (CPA or MBA preferred)

Licensing & Certifications : FINRA Financial and Operations Principal license (FINOP) required (Series 27 or 28)

Experience :

Technical and Strategic Competencies :

What we can offer you!

Medical, Dental, Vision, HSA & FSA

Life & AD&D

Short-Term & Long-Term Disability

Accident & Critical Illness

Employee Assistance Program

Employee 401(k) Plan

ESOP

Employee Discounts

Paid Time Off

Paid Holidays

Fun Company Events

Ready to join our team?!

Please note before submitting an application : as a company, we take hiring very seriously. Although we are unable to follow-up with each and every applicant, we do our best to run a thorough process for candidates with whom we identify a potential fit. Chandler Asset Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical / mental disability, medical condition, military / veteran status, genetic information, marital status, ethnicity, alienage or any other protected classification, in accordance with applicable federal, state, and local laws. Those applicants requiring accommodation to complete the application and / or interview process should contact a management representative.