Financial Advisor Manager at TD Wealth managing a team of Financial Advisors. Responsible for hiring, training, and business development to increase sales and referrals.
About the role
- Head of Finance at Dolby leading financial strategies, reporting, and a geographically distributed team. Ensuring accurate financial reporting and collaborating with stakeholders across business units.
Responsibilities
- Help to develop and execute financial strategies that support organizational goals
- Provide financial insights and recommendations to inform business decisions across operations
- Lead annual budgeting, forecasting, and long-range planning processes
- Identify opportunities for cost optimization and revenue enhancement
- Present financial performance reports and analysis to senior leadership
- Support business case development for new initiatives and investments
- Oversee month-end and year-end close processes
- Ensure accuracy and timeliness of financial statement and management reports
- Maintain compliance with GAAP, regulatory requirements, and internal controls
- Coordinate annual audits and tax filings
- Manage cash flow forecasting and working capital optimization
- Serve as a strategic finance partner to department heads across IT, Licensing, Program Management, Accounting and RS, Marketing and Legal
- Lead, mentor and develop a geographically distributed team of three finance professionals across Denver and San Francisco offices
- Travel periodically to the San Francisco office to meet with team members and build relationships
Requirements
- Strong knowledge of financial planning, analysis, and reporting
- Advanced proficiency in Excel and financial systems
- Excellent analytical, problem solving, and critical thinking skills
- Superior organization and complex project management skills
- Strong communication and interpersonal skills, with the ability to collaborate effectively with internal stakeholders and department leaders
- Demonstrated ability to work in a fast-paced environment, multitask, and prioritize effectively
- People management experience, with demonstrated success managing remote or distributed team
- Willingness and ability to travel quarterly to the San Francisco office
- Bachelor’s degree in Finance, Accounting, or related field
- 7+ years of progressive finance experience, preferably in IP and patent licensing organization
Benefits
- Flexible work options (9/80 schedule) – employees in the U.S. get every other Friday off.
- Competitive compensation (base + bonus)
- Comprehensive medical, dental, and vision coverage with Health Savings Account contribution
- 401(k) with 50% company match on the first 6% of eligible pay you contribute on a pre-tax or Roth basis
- Employee Stock Purchase Plan (ESPP)
- Generous holiday, vacation and sick leave
- Supportive maternity, child bonding, and family care leave programs as well as short and long-term disability benefits
- Programs and resources to support your physical, financial and social well being
- Social activities including team events and onsites, all-company updates and retreat
- Catered weekly lunch + snacks and drinks when working in the office
- Temporary remote work option for qualified positions – employees can temporarily work remote from a location that is different from their designated office and home locations for up to 30 calendar days/20 workdays in any 12-month period with manager and company approval
- Tuition Reimbursement Program
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