Job Description
Job Description
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Training & development
- Tuition assistance
- Vision insurance
- Wellness resources
Strategy, Planning and Management - Assess and evaluate financial performance of the organization and related entities with regard to operational goals, budgets and forecasts.
- Serve as strategic business partner on the senior leadership team. Communicate, engage and support the CEO, COO, and Department Directors.
- Create and establish annual and multi-year financial objectives that align with the companys plans for growth and expansion.
- Provide strategic recommendations regarding operations models and revenue growth.
Financial Analysis, Budgeting and Forecasting - Prepare and present monthly financial reports including monthly profit and loss, forecast vs. budget and cash flow in accordance with Generally Accepted Accounting Principles.
- Review and analyze monthly financial results and provide recommendations.
- Identify, develop and execute analysis of business initiatives, product launches and/or new service offerings.
- Lead the development of annual operating budgets including capital requests.
Accounting, General Ledger, Administration and Operations - Supervise the accounting department to ensure the proper functioning of all systems, databases and financial software.
- Review and ensure application of appropriate internal controls, compliance and financial procedures and appropriate department policies and procedures are in place and implemented.
- Ensure timeliness and accuracy of financial and management reporting data for leadership team and volunteer leaders.
- Oversee the preparation and timely filing of all local, state and federal tax filings.
- Work with Human Resources to ensure appropriate legal compliance.
- Oversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies.
- Ensure adequate insurance coverage for TXCPA and negotiate policies.
- Oversee contract management process and administration.
Financial Management - Oversee cash, investments and asset management area. Manage cash flow planning process and ensure funds availability.
- Explore new investment opportunities and provide recommendations on potential returns and risks.
- Maintain outstanding banking relationships and strategic alliances with vendors and business partners.
- Remain current on audit best practices as well as state, federal and local laws regarding company operations.
Information Technology - Identify, acquire and implement systems and software to provide critical financial and operational information. Evaluate departments and make suggestions for automating processes and increasing working efficiency.
- Oversee the relationship with third party technology provider.
Additional Areas of Responsibility - Serve as staff liaison to the TXCPA Insurance Trust Board which has responsibility for member insurance.
- Oversee accurate and timely filings of the TXCPA Political Action Committee.
- Serve as staff liaison to assigned committees to include: the Compensation Committee, Finance Committee, Investments Committee, and Audit Committee with responsibilities and duties as outlined in the Staff Policies and Procedures Manual.
- Member of TXCPA 401(k) Investment Committee which has fiduciary responsibility for the employees 401(k) plan.
- Serve as CPA on staff to the peer review program
EDUCATION, EXPERIENCE AND LICENSING REQUIREMENTS: 1. Bachelor's degree in accounting, finance or related field (MBA Preferred)
2. Certified Public Accountant certification required.
3. Minimum 7 years experience in accounting and financial management practices including budgeting/forecasting, treasury activities and operations.
4. 10 years experience including interaction with senior-level management.
Flexible work from home options available.
Job Tags
Contract work, Local area, Work from home, Flexible hours