How to hire a finance account manager

How to hire a finance account manager, step by step

Here's a step-by-step finance account manager hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a finance account manager job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new finance account manager
• Step 8: Go through the hiring process checklist

What does a finance account manager do?

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1. Identify your hiring needs

   Before you post your finance account manager job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a finance account manager for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A finance account manager's background is also an important factor in determining whether they'll be a good fit for the position. For example, finance account managers from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of finance account manager salaries for various roles:

   Type of Finance Account Manager	Description	Hourly rate
   Finance Account Manager	Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.	$22-48
   Manager Finance Planning And Analysis	A manager finance planning and analysis oversees the daily operations of a company's financial planning department. They typically have administrative duties such as setting goals and guidelines, establishing timelines and budgets, delegating tasks among teams and staff, and reviewing financial reports regularly... Show more	$36-71
   Cash Manager	A cash manager is responsible for monitoring cash flow, analyzing financial transactions, and allocating adequate budget and resources for every department's operations. Cash managers conduct data and statistical analysis to determine the company's expenses and financial loss and strategize techniques in minimizing those risks... Show more	$31-62

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Financial Services
   • Account Management
   • Financial Analysis
   • Customer Relationships
   • Payroll
   • Financial Models
   • Credit Card
   • Hyperion
   • External Auditors
   • Financial Management
   • ERP
   • CPA
   • GAAP
   • Cash Flow

   Check all skills

   Responsibilities:

   • Manage staff, insurance and patient AR, and bookkeeping functions, which include payroll.
   • Monitor all transactions in assign inventory finance portfolio to manage invoice funding approval decision.
   • Input deals and prepare customer information through ADP and CDK services.
   • Identify several ongoing reporting mistakes and leverage accounting experience to determine and implement solutions to align with the standard accounting policy.
   • Attend weekly meetings to stay update in Medicare billing changes and company policy updates.
   • Process gross pay, state and federal tax withholding, social security, Medicare and other deductions for all employees.

   More finance account manager duties

3. Make a budget

   Including a salary range in the finance account manager job description is a good way to get more applicants. A finance account manager salary can be affected by several factors, such as the location of the job, the level of experience, education, certifications, and the employer's prestige.

   For example, the average salary for a finance account manager in Tennessee may be lower than in Pennsylvania, and an entry-level engineer typically earns less than a senior-level finance account manager. Additionally, a finance account manager with lots of experience in the field may command a higher salary as a result.

   Average finance account manager salary

   $68,403yearly

   $32.89 hourly rate

   ---

   Entry-level finance account manager salary

   $46,000 yearly salary

   Updated December 18, 2025

   Average finance account manager salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$88,235	$42
   2	Pennsylvania	$88,111	$42
   3	New Jersey	$87,661	$42
   4	Michigan	$84,534	$41
   5	New York	$83,366	$40
   6	Ohio	$82,714	$40
   7	Maryland	$81,401	$39
   8	Connecticut	$80,163	$39
   9	Virginia	$77,043	$37
   10	Washington	$75,440	$36
   11	Minnesota	$74,124	$36
   12	Illinois	$73,854	$36
   13	North Carolina	$69,199	$33
   14	Massachusetts	$68,000	$33
   15	Colorado	$64,534	$31
   16	Oklahoma	$63,159	$30
   17	Iowa	$63,156	$30
   18	Kansas	$60,567	$29
   19	New Mexico	$60,417	$29
   20	Texas	$59,391	$29

   Average finance account manager salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	The New York Times Company	$113,038	$54.35
   2	Iris Software	$99,741	$47.95
   3	UBS	$97,098	$46.68	5
   4	NBCUniversal	$96,591	$46.44	41
   5	EPAM Systems	$96,237	$46.27	7
   6	Ameris Bank	$92,864	$44.65	4
   7	U.S. Bank	$90,889	$43.70	61
   8	Wells Fargo	$88,285	$42.44	241
   9	Thermo Fisher Scientific	$87,918	$42.27	84
   10	GM Financial	$87,747	$42.19	13
   11	Philips	$86,962	$41.81	4
   12	TEKsystems	$86,888	$41.77	11
   13	Johnson Controls	$84,722	$40.73	49
   14	Chatham Financial	$84,110	$40.44	1
   15	P&G	$83,916	$40.34	2
   16	Herr Foods	$83,783	$40.28	3
   17	GSTI	$81,534	$39.20
   18	General Technologies	$80,758	$38.83
   19	newcenturybanknc.com	$80,400	$38.65
   20	Grandbridge Real Estate Capital	$79,477	$38.21	185

4. Writing a finance account manager job description

   A good finance account manager job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a finance account manager job description:

   Finance account manager job description example

   Pratt & Whitney is working to once again transform the future of flight-designing, building and servicing engines unlike any the world has ever seen. And because transformation begins from within, we're seeking the people to drive it. So, calling all curious.
   
   Come ready to explore and you'll find a place where your talent takes flight-beyond the borders of title, a country or your comfort zone. Bring your passion and commitment and we'll welcome you into a tight-knit team that takes our mission personally. Channel your drive to make a difference into shaping an organization and an industry that's evolving fast to the future.
   
   Pratt & Whitney Treasury provides our business operations with financial analysis, insights and solutions that preserve, protect and strengthen our company's capital for day-to-day operations and to fund future growth. The P&W Treasury team also runs UT Finance Corporation (UTF), a wholly owned subsidiary of RTX that provides financing and lease asset support to our airline customers. UTF serves as a business partner to our Customer Business Organization, providing financing solutions that meet our customer's needs and support qualified sales of our products and services.
   
   This account manager position will primarily support the functions of UTF, which include participating in commercial engine campaigns, negotiating with airlines and airframers, and coordinating with partner companies, banks and other financial institutions to implement our financing and leasing commitments. This position provides an opportunity to work in a unique area of our commercial aerospace business, build and develop strong analytical and leadership skills while fostering relationships internally within the Finance, Sales, Program and Engine Leasing teams, as well as externally with airlines, banks and partners. As the Senior Account Manager, this individual will lead their UTF deals in all phases of the financing transactions - from ideation through execution, including strategy formulation, detailed financial analysis, internal and external presentation and negotiation, document review and execution, and implementation and administration of signed commitments.
   Responsibilities include, but are not limited to:
   
   + Coordinate and negotiate with external airframe and airline customers
   
   + Fully own and manage all phases of UTF's financing arrangements
   
   + Design and prepare financial analyses that accurately represent UTF deals - new opportunities and those already in the portfolio
   
   + Prepare and deliver analytical presentations and recommendations to internal and external executive stakeholders
   
   + Support various Treasury activities as needed
   
   Basic Qualifications:
   
   + Bachelor's degree in Finance, Accounting, Management, or Economics with at least 10 years' of relevant experience or 7 years' of experience with an advanced degree
   
   Preferred Qualifications:
   
   + MBA or similar advanced degree
   
   What is my role type?
   
   In addition to transforming the future of flight, we are also transforming how and where we work. We've introduced role types to help you understand how you will operate in our blended work environment. This role is:
   
   Remote: Employees who are working in Remote roles will work primarily offsite (from home).
   
   Candidates will learn more about role type and current site status throughout the recruiting process. For onsite and hybrid roles, commuting to and from the assigned site is the employee's personal responsibility.
   
   Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
   
   Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right finance account manager for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your finance account manager job on Zippia to find and recruit finance account manager candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Recruiting finance account managers requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new finance account manager

   Once you've decided on a perfect finance account manager candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   Once that's done, you can draft an onboarding schedule for the new finance account manager. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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How much does it cost to hire a finance account manager?