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Financial Operations:

  • Coordinate payroll processes and review payroll activity for accuracy.
  • Manage contractor payments and ensure supporting documentation is complete.
  • Oversee vendor invoices, payment timing, and payment approvals.

Reporting and Analysis:

  • Prepare monthly, quarterly, and annual financial reports for leadership.
  • Track cash flow and upcoming obligations with budget planning and forecasting.
  • Identify trends, risks, variances, and opportunities for improvement.

Controls and Process Improvement:

  • Strengthen financial controls across payroll, payments, expenses, and reporting.
  • Identify gaps or risks and build recurring finance workflows and documentation.
  • Recommend tools or system changes to improve accuracy and efficiency.

Confidence Wealth Management

Confidence Wealth Management is a boutique, independent, fiduciary firm that integrates investment, tax, and estate planning into a single coordinated plan. The firm operates with a direct, fast, results-first, team-first culture focused on protecting client trust.

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