Reporting to the President and CEO, the Chief Financial Officer (CFO) is a key member of the senior leadership team and is responsible for the strategic leadership, management of the finances, and information technology functions of APTA and its affiliate organizations.
DUTIES AND RESPONSIBILITIES:
Specific duties and responsibilities include but are not limited to the following:
- Provides executive level leadership and directs the effective and efficient operation of the Association’s financial functions including the following:
- Directs the development and ensures the adequacy of the annual budget in order to permit the Association to meet its goals and objectives consistent with the annual business plan.
- Manages the annual audit.
- Communicates and educates staff and member volunteers on the Association’s financial information.
- Ensures compliance with the Association’s policies of all banking arrangements to receive, have custody, and disburse the Association’s monies and securities.
- Directs investment of funds and assets in accordance with established policies in consultation with association’s independent consultant.
- Supervises consultants for various business-related activities including financial and audit functions.
- Prepares materials as needed for the Association’s board of directors and executive committee.
- Manages the Associations finance and audit committees related to Board and Executive committee activities. Responsible for maintaining the Association’s corporate insurance policies including liability, Directors and Officers, etc.
- Manages the Association’s Information Technology function and oversees the Association database, the website, the audio-visual (AV) systems, and employee information technology (IT) needs:
- Ensures sufficient resources to maintain an efficient and well-run IT function.
- Provides direction to IT staff as needed.
- Ensures security standards are being maintained.
- Ensures customer service models are upheld.
- Ensures IT is considered a strategic partner to the Association’s business needs.
- Encourages and monitors the ongoing education required for the IT staff.
- Ensures all staff training on IT needs including software, database, AV system, etc.
- Works in close coordination with the Vice President, Human Resources and Administration:
- Regarding retention of outside insurance broker(s) to ensure best value for employee benefits.
- Administering the Association’s retirement plans and ensures all regulatory filings are completed in an accurate and timely fashion.
MEASURES OF ACCOUNTABILITY:
- Effectiveness in meeting the overall corporate goals and objectives of the Association.
- Effectiveness in meeting the financial policies of the Association.
- The level of effective professional leadership and support to the organization and to the Association’s members and operating committees.
- Demonstrate leadership and management skills to organize work in a timely and cost-effective manner to meet the needs of the Association.
- Effectiveness in maintaining approved budget levels with cooperation of staff.
- Ability to apply prudent business and management practices and techniques to the challenges and issues of the Association.
- Effectiveness in maintaining the best interests of the Association in a professional and mature business-like manner in all contact with staff, Board members, government entities, consultants and other key stakeholders.
- Demonstrated ability to work with peers and Board members.
- Minimum of 15 years of progressively responsible work experience in the accounting/finance field.
- Bachelor’s degree from an accredited college or university in accounting, finance, or business administration. Master’s degree preferred.
- CPA preferred.
- Non-profit and/or association experience is a plus.
- Skilled in analyzing complex financial information and using it strategically to inform APTAs decision-making process.
- Strong attention to detail.
- Experience presenting to and providing critical financial information to the senior leadership team and Board members.
- Requires excellent written and oral communication skills with the ability to develop strong relationships internally and externally.
- Strong computer literacy with advanced knowledge and utilization of Excel. Previous experience with accounting software such as Great Plains.
- Ability to periodically travel to four major Board meetings throughout the fiscal year.
Persons interested in applying for this position should submit their cover letter and resume to the Vice President, Human Resources & Administration via email at firstname.lastname@example.org.