About the PositionThe Associate Director of Finance is responsible for maintaining the accuracy and integrity of the general ledger and supporting timely financial reporting. This role manages key reconciliations, executes month-end close procedures, and ensures compliance with accounting standards and internal controls. The position works closely with Accounts Payable, Accounts Receivable, Payroll, and Finance leadership to support accurate and timely financial statements. This position reports to the Director of Finance.
ResponsibilitiesGeneral Ledger & Journal Entries - Prepare journal entries, including but not limited to accruals, depreciation, deferrals, allocations, and reclassifications.
- Review trial balance activity and ensure proper account coding.
- Reconcile and record intercompany transactions as applicable.
- Ensure proper period cutoff procedures are followed each month.
- Record and reconcile cash activities.
Account Reconciliations- Perform monthly balance sheet reconciliations (bank, prepaid expenses, accruals, fixed assets, payroll, and other key accounts).
- Investigate and resolve reconciling items in a timely manner.
- Maintain clear supporting documentation in accordance with internal control standards.
Month-End & Year-End Close - Execute month-end close procedures and meet established deadlines.
- Coordinate with cross-functional teams (Events, Marketing, Pillars, etc.) to ensure complete and accurate reporting.
- Support year-end close and external audit requirements.
Financial Reporting & Analysis- Assist in preparation of monthly, quarterly, and annual financial statements.
- Prepare supporting schedules and management reports.
- Analyze income statement and balance sheet trends to identify anomalies and propose resolution.
Compliance & Process Improvement - Ensure adherence to GAAP and company accounting policies.
- Maintain strong internal controls over financial reporting.
- Identify and recommend process improvements to enhance efficiency and accuracy.
Additional Responsibilities - Assist in preparation of various annual and statutory filings and surveys.
- Assist in preparation of materials for board meetings.
- Other ad-hoc or special projects as assigned.
Qualifications- Bachelor's degree in Accounting required.
- 3-7+ years of progressive accounting experience required. Public accounting and audit experience preferred.
- Strong knowledge of GAAP and full-cycle accounting.
- Proficiency in NetSuite and Salesforce required.
- Advanced Microsoft Excel (pivot tables, VLOOKUP, INDEX/MATCH, and other advanced formulas) and strong overall Microsoft 365 skills (Word, Outlook, PowerPoint).
- Strong analytical, organizational, and communication skills.
- CPA or CPA candidate preferred.
Working Conditions & Travel RequirementsThis position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in-person to the Santa Monica office location (Tuesday - Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change at the Institute's sole discretion.
This person will also be required to travel occasionally to other offices and/or venues to assist with events as needed, requiring occasional work outside of traditional hours. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world.
NoteThe statements herein are intended to describe the overall nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
We are interested in qualified candidates who are eligible to work in the United States. Please note, we are not sponsoring visas at this time, being authorized to work in the U.S. is a precondition of employment.
Please submit resume and cover letter illustrating how your experience and skills will contribute to the department and any unique qualities you bring to the position. If applying via Indeed, please upload your resume and any supporting documentation as
one attachment.
Any application that does not include both a resume and cover letter will be rejected. If you are unable to complete this application due to a disability, contact our Human Resources department to ask for an accommodation or an alternative application process.
Benefits- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan - 403b (5% match)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Personal, Vacation, Sick & Public Holidays)
- Family Leave (Maternity & Paternity)
- Fertility Support
- Short-Term & Long-Term Disability
- Flexible Spending Account (FSAs)
- Pet Insurance Discount
- Training & Development:
- LinkedIn Learning - over 15,000 self-guided classes offered
- Annual Mentor Program
- Wellness Resources:
- Employee Assistance Program
- CALM app membership
