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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.