Classifieds and RFPs for March 13, 2023

CHIEF FINANCIAL OFFICER

AMERICAN PUBLIC TRANSPORTATION ASSOCIATION (APTA)

The American Public Transportation Association (APTA), a private, nonprofit trade association that serves the North American public transportation industry is searching for a highly dynamic, engaged, and visionary Chief Financial Officer.

ABOUT
APTA’s mission is to strengthen and improve public transportation, and to serve and lead its diverse membership through advocacy, innovation, and information sharing. APTA and its members work to ensure that public transportation is available and accessible to people nationwide.

Headquartered in Washington, DC, APTA serves approximately 1,500 member organizations including public transit systems, private businesses, government agencies, metropolitan planning organizations, state departments of transportation, academic institutions, and trade publications.

For more information, visit www.APTA.com.

DUTIES AND RESPONSIBILITIES
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.

The CFO’s 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 and 990 filing requirements.
  • 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 APTA and the American Public Transportation Foundation’s (APTF) 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 finance committee, board of directors and executive committee.
  • Manages the meeting and operating activities of 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 to include software and hardware:

• • 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.

KNOWLEDGE AND SKILLS
The ideal candidate will possess or be capable of quickly learning the following skills and attributes.

• Effectiveness in meeting the overall corporate goals and objectives of the Association.
• Effectiveness in meeting the financial policies of the Association.
• Effectively manage the Association’s use of technology, software and systems and oversee the management of outside vendors and contractors for the Association’s IT needs.
• Provide 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.
• Effectively communicate to stakeholders including board, executive committee, finance, and audit committees.
• Demonstrated ability to work with peers and Board members.

MINIMUM REQUIREMENTS

• 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 APTA’s decision-making process.
• Strong attention to detail.
• Experience presenting to and providing critical financial information to the senior leadership team and Board members.
• 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.

PHYSICAL REQUIREMENTS AND WORK CONDITIONS:
The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Performance of duties requires the use of hands and fingers to handle or feel. The job frequently requires the ability to stand, walk, sit, reach with hands and arms, and talk or hear. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The noise level in the work environment is usually moderate.

For more information, or to submit a resume and cover letter, please reach out to Gregg Moser, Principal at K&A, at gmoser@kapartners.com.