Bachelor’s degree in Accounting; Master’s degree preferred
10-12 years’ experience in all aspects of accounting
High proficiency in Excel, Word, Access & PowerPoint
Familiarity with Bi360, Concur, and Great Plain software is a plus
Proven supervisory experience
Responsibilities
Maintain books and ledgers ensuring GAAP compliance
Produce and analyze monthly management reports
Lead the annual financial audit process
Prepare two sets of 990 filings
Oversee payroll functions and support HR in payroll administration
Manage quarterly forecasting and budgeting using Bi360
Prepare royalty reports and handle data uploads
Benefits
Collaborative work environment with high-level executives
Opportunity for leadership and staff development
Engagement with cutting-edge financial software
Role involves special projects across finance
Support in enhancing departmental efficiencies
Full Job Description
Position Summary
Works closely with the CFO and Senior Director of Finance regarding the financial affairs of the organization. Oversees payroll, accounts payable, audit, budget, royalties and management reporting functions.
Essential Functions
Maintain books and ledger of the Institute ensuring entries are in alignment with GAAP
Produce and analyze monthly management reporting documents for the Institute
Key point person on annual financial audit including producing required financial statements and analytical documents
Preparation of two sets of 990 filings for the Institute
Oversee Payroll functions with Payroll Administrators and Human Resources Director, including timely payroll submissions, funding of the 403b plan, timesheet reporting and assisting with annual pension audit
Manage the quarterly Forecasting and Budgeting for the Institute utilizing Bi360 software
Handle all incoming royalties reported to the Institute; translate data into standardized format in Excel and upload into internal Access databases. Prepare the major outgoing royalty calculations and reports
Responsibility for internal bank transfers and on occasion, payment approvals within the banking portal
Perform special projects with CFO and Senior Director of Finance as assigned
Key Finance department point person on new software rollouts as they happen
Run slides and presentations for audit and finance committee meetings
Staff development including the training, progression and reorganization of department staff and workflows as needed
Information Security Responsibilities
Attend/complete assigned information security training by the designated completion date.
Read and adhere to published ISMS policies and procedures.
Report timely any observed violations of ISMS policy - or known encroachments on information security - to your department leader and/or the Information Technology Department.
Education and Experience
Bachelor’s degree in Accounting, Master’s degree preferred
10-12 years’ experience in all aspects of accounting
Other Qualifications
High level of proficiency in Excel, Word, Access & PowerPoint
Knowledge of Bi360, Concur and Great Plain software a plus
Ability to creatively look at current processes to develop efficiencies throughout the department
Problem solving and analytical skills required
Proven supervisory experience
Excellent communication skills
Exceptional time management abilities
Starting compensation will be in the $150,000 to $175,000 range, depending on education, experience, and other qualifications.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
