Job Description:- Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
- Coordinate and directs the financial planning, budgeting, procurements, or investment activities for all or part of an organization. Prepare financial information.
- Prepare and/or direct preparation of financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies.
- Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
- Monitor ratio and key performance indicators (KPI).
- Monitor and evaluates the performance of accounting and other financial staff, recommending and implementing actions.
- Advise management on short-term and long-term financial objectives, policies, and actions.
- Communicate on a regular basis with boards, bankers, investors, constituents, etc.; may include prepping for and/or hosting board presentations.
Education/Experience:- Education: Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. CPA certification is preferred but not required.
- Experience: 6 years of relevant accounting and/or financial experience is required (Nonprofit industry and back-office accounting experience is highly preferred). Public accounting experience preferred but not required.
- Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks experience is preferred.
- Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc).
- Travel: This position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.
Skills/Knowledge:- An understanding of generally accepted accounting principles (FASB/SFAS) or other comprehensive basis of accounting
- Strong organization skills/goal orientation/self-motivation.
- Ability to handle pressure in a positive professional manner.
- Excellent interpersonal skills.
- Communication that is clear, concise, and considerate of the needs of others.
- Ability to work cooperatively with others and value the different contributions people make.
- Proven success in managing work and key client relationships to exceed client expectations.
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Wellness at CLATo support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.
