Position Overview: We are seeking an experienced and detail-oriented Finance Director to oversee the financial operations of multiple associations. This role involves managing bookkeeping, preparing monthly financial reports, assisting with tax returns, supporting audits conducted by third parties, and maintaining effective communication with the boards of directors. Additionally, the Finance Director will oversee event and membership financials, develop forecasts, and manage budgets, ensuring the financial health and compliance of the associations. Supporting HR functions across the company will be considered a strong plus.
Key Responsibilities:
Financial Oversight:
Manage and maintain accurate financial records for multiple associations.
Oversee day-to-day bookkeeping activities and ensure timely data entry.
Develop and monitor financial policies and procedures.
Reporting and Analysis:
Prepare and present monthly financial statements and variance reports to the boards.
Provide insights and recommendations to improve financial performance.
Collaborate on strategic financial planning and forecasting.
Budgeting and Forecasting:
Develop annual budgets in collaboration with association leadership.
Monitor budgets to ensure adherence to financial goals.
Create long-term financial projections for strategic planning.
Tax and Audit Support:
Assist with the preparation and filing of tax returns.
Coordinate and support audits conducted by external third-party firms.
Ensure compliance with all applicable tax laws and regulations.
Board Communication:
Act as a financial liaison between association leadership and the boards of directors.
Provide clear, concise, and transparent financial updates during board meetings.
Respond to financial inquiries from board members promptly and professionally.
Event and Membership Financials:
Oversee financial aspects of association events, including budgeting, sponsorship revenue, and expense tracking.
Manage membership dues, invoicing, and revenue tracking.
Financial Systems and Software Expertise:
Maintain and manage financial operations using QuickBooks Desktop and QuickBooks Online.
Proficiently manage cash and accrual accounting methods.
Utilize other bill pay, banking, and financial software to streamline financial operations.
Ensure all financial software integrations are efficient and accurate.
Human Resources Support (Preferred):
Provide financial insights and support for HR initiatives, such as payroll budgeting and employee benefit planning.
Assist HR in aligning financial processes with company policies and goals.
Collaborate on workforce planning and resource allocation.
Other Responsibilities:
Support ad hoc projects and initiatives as directed by leadership.
Continuously improve financial processes and systems for efficiency and accuracy.
This is an exciting opportunity to play a critical role in the financial stewardship of multiple associations, driving transparency, efficiency, and strategic growth.
Qualifications:
Bachelor’s degree in Finance, Accounting, or a related field; CPA or MBA preferred.
Minimum 5-7 years of experience in finance or accounting, preferably in association management or nonprofit organizations.
Strong knowledge of financial management, reporting, and compliance.
Expertise in QuickBooks Desktop and QuickBooks Online is essential.
Experience with cash and accrual accounting methods.
Familiarity with bill pay systems, banking platforms, and financial software tools.
Proficiency in accounting software and Microsoft Excel.
Exceptional organizational and multitasking abilities.
Excellent written and verbal communication skills.
Demonstrated ability to work collaboratively with boards, committees, and leadership.
Preferred Skills:
Experience with association management software (AMS) and event management systems.
Knowledge of tax regulations applicable to nonprofits.
