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Director of Financial Services (CPA strongly preferred)

Employer
ISA
Location
30303, Atlanta
Salary
$100,000- $107,500
Closing date
Aug 28, 2022

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Focus Areas
Associations / Union
Job Function
Accounting / Finance
Position Type
Full Time
Degree Level
Bachelors
Willingness to Travel
up to 25%
Experience Level
Professional

Job Details

The International Society of Arboriculture (ISA) is a non-profit membership organization that serves the needs of tree care professionals, and promotes the profession of arboriculture around the world. ISA is known as the industry authority on research, education and professional development. Each role in the organization plays an important part in delivering excellent member benefits and customer service.

Reporting to the CEO & Executive Director, this role is responsible for translating ISA business strategy and organizational needs into finance strategies and solutions. The Director of Financial Services is responsible for all financial and accounting aspects of the organization. The Director of Financial Services is charged with ensuring accurate, timely, and compliant financial and tax reporting as well as efficient processing of financial transactions and excellent internal controls. The Director of Financial Services provides leadership for financial information systems, processes, and integrations.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Understands ISA’s Mission and Ends Statements and adheres to ISA staff core values.
  • Develops accounting policies and establishes the accounting data structure to assure that financial statements, tax returns, and grant reports (including indirect costs) are compliant with GAAP, government regulations, and best practices for the association.
  • Maintains knowledge of accounting principles.
  • Establishes and oversees roadmap for continuous improvement in transaction processing systems and implementation of changes to the systems to reflect new types of transactions, and integration with other departmental systems.
  • Oversees all accounting functions, including accounts payable, accounts receivable, payroll processing, general ledger management, purchasing, asset management, inventory management, and shipping functions. Includes transitioning to a centralized full cycle billing and collections model.
  • Responsible for the management of the ISA’s insurance and risk management program. Including overseeing the annual commercial insurance renewal process and ensuring appropriate coverage is always maintained.
  • Maintains contract files, vendor contracts, and documentation of all types of commercial insurance contracts, except for employee benefit insurance contracts.
  • Ensures timely and accurate financial data is available for the support of decision making, while meeting all applicable legal and financial reporting requirements.
  • Works with the Financial Services team as well as the external auditors to ensure the financial data is presented in compliance with generally accepted accounting principles.
  • Monitors the organizations cash flow and cash and investment account balances, keeping the CEO/ED and finance committee informed.
  • Ensures financial management reporting tools and processes are in place to support the ongoing and future needs of the business.
  • Researches and provides input into ensuring ISA’s ability to do business across international borders.
  • Supervises financial reporting, including statements and budgets, reviews and presents monthly and year-to-date financials with accompanying analysis of results to CEO/ED, finance committee, and staff directors.
  • Prepares for audit procedures for fiscal audits. Reviews and analyzes results and recommends for approval of the audited reports.
  • Maintains knowledge of tax regulations and provides financial input to tax planning efforts, coordinates with legal and outside accountants on tax issues when appropriate.
  • Manages relationships with the external accounting firm, financial institutions, non-employee benefit commercial insurance carriers, IRS, and other state tax departments.
  • Works with the other directors to develop an annual budget and coordinate review of the budget with the CEO/ED, the board of directors, executive committee, and the finance committee.
  • Tracks financial performance against the budget throughout the year, providing regular reports.
  • Oversees the continuous improvement of accounting and financial processes with the goal to achieve best practices and optimal output.
  • Manages ISA investments and reserve funds, working closely with the CEO/ED. Coordinates banking and investment services, to include establishing and updating accounts, and manages the corporate credit card accounts.
  • Supports and maintains an active, volunteer-based finance committee, serves as the staff liaison, and coordinates agendas and meetings for the finance committee.
  • Works with the CEO/ED to formulate financial policies and procedures, recommending changes as necessary.
  • Provides financial analysis and projections as requested by CEO/ED. Acts as a trustee for the ISA 401K Plan, working with investment managers and other third-party providers, to best meet the needs of plan participants while maintaining regulatory compliance.
  • Oversees grant applications with other supporting entities, including the reporting of grant activities and reimbursement documentation. .
  • Partners with the HR Director on Payroll, Unemployment taxes and recommends best practices.
  • Manages financial and other agreements managed by ISA working with the CEO/ED.
  • Performs other duties assigned by the CEO/ED.

Supervisory Responsibilities Yes; 2-3

Management responsibilities include: interviewing, selecting, and training employees; planning, assigning, and directing work; evaluating performance; resolving conflict and promoting positive employee relations in a collaborative work environment.

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

  • Business, Finance, Accounting or other related 4 year degree from an accredited college or university; or at least 8 years related experience and/or training; or equivalent combination of education and experience. (Strong financial systems experience)
  • Minimum of 3 years’ experience in a director level position. Previous management experience required.
  • Previous nonprofit association financial experience strongly preferred.
  • Experience working in an organization with an international scope is a plus.
  • CPA license is preferred.

Language Skills

  • Fluent in English, both verbal and written.
  • Fluency in additional languages is a plus.
  • Must possess excellent written and oral communication skills.
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Decision Making/Reasoning Ability

  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Additional Competencies

  • Ability to comprehend complex data, statistics, fractions, percentages, ratios, probability and proportions.
  • Ability to create budgets and interpret and analyze financial data.
  • Ability to read, understand and analyze various financial reports including financial statements, statement of cash flows, budgets, and audit documents.

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Must be able to remain in a stationary position 80% of the time.
  • Moves about inside the office to access file cabinets, office machinery, etc.
  • Regularly operates a computer and other office productivity machinery such as calculator, copy machine, and computer printer.
  • Frequently communicates with internal and external customers.
  • This position requires occasional lifting, up to 50 lbs.

Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Working conditions are normal for an office environment.
  • Work may require weekend and/or evening work.
  • Occasional domestic and international travel is required.
  • The noise level in the work environment is usually quiet to moderate.

Technology and Equipment

  • Uses Microsoft Windows and Office; including Outlook and Word
  • Ability to use Microsoft Word and Excel, database applications, and the Internet.
  • Strong financial systems experience required. Experience with Microsoft Dynamics GP preferred.
  • Experience with various banking and financial transaction solutions required. Smart phone

 

Company

Through research, technology, and education, the International Society of Arboriculture (ISA) promotes the professional practice of arboriculture and fosters a greater worldwide awareness of the benefits of trees. This is our passion and serves as our mission statement.

Company info
Website
Telephone
678.367.0981
Location
270 Peachtree St NW, Suite 1900
Atlanta
GA
30303
US

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