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Director of Finance & Accounting
The Institute for Portfolio Alternatives (IPA)
Application
Details
Posted: 10-Jul-25
Location: D.C.
Type: Full Time
Salary: $120,000 - $150,000
Categories:
Accounting
Salary Details:
We offer a competitive salary and benefits package, including:
Salary range: $120,000–$150,000, based on experience
Discretionary bonus potential based on performance
Medical and dental insurance
Life and disability insurance
Vacation and sick leave policies
401(k) retirement plan
Preferred Education:
4 Year Degree
Additional Information:
Hybrid/Remote is allowed.
(Remote)
Are you an experienced Finance Director, Accounting Manager, or Controller looking for a meaningful opportunity in a well-respected and growing trade association? Do you take pride in accuracy, organization, and getting the details right? Are you someone who enjoys working independently, managing systems and processes with precision, and ensuring things run smoothly behind the scenes? If so, we invite you to consider joining our team at a nationally recognized organization at the forefront of the financial industry.
The Institute for Portfolio Alternatives (IPA) is a 40-year-old trade association that serves the alternative investments industry, including private real estate, public and private credit, and other real assets. Headquartered in Washington, D.C., the IPA represents global, institutional, and boutique asset managers; distribution partners such as wire houses, broker-dealers, and registered investment advisers; and industry partners including law firms, accounting firms, and technology platforms.
We are seeking a motivated and experienced Director of Finance & Accounting. This position is for a candidate with at least 5 years of relevant experience and offers long-term career growth potential with excellent benefits. The Director will play a critical role in the organization, responsible for overseeing and performing all accounting functions and maintaining sound financial operations.
We are looking for a detail-oriented and results-driven professional who demonstrates strong organizational skills, sound judgment, and the ability to manage multiple priorities in a fast-paced environment. This role requires a proactive individual who can work independently, solve problems efficiently, and communicate clearly with colleagues and external stakeholders. This is a full-time, remote position with a competitive salary and comprehensive benefits.
Job Summary
As our Director of Finance & Accounting, you will oversee and manage the full range of financial operations for our $5 million annual revenue trade association. This includes everything from the monthly financial close to invoicing members—ensuring the organization maintains a strong financial foundation and operates with transparency and efficiency. You’ll serve as a key partner to the CEO, helping to guide the financial strategy, support compliance and reporting, and ensure smooth internal operations.
Key Responsibilities
Manage monthly close process and prepare timely, accurate financial statements
Oversee accounts payable and receivable, including billing and payments
Invoice and track member dues and sponsorships in coordination with the membership and events teams
Lead the annual financial audit or review
Serve as liaison to the external tax firm for preparation and filing of the annual Form 990 and Form 1099s
Collaborate with the CEO on developing and monitoring the annual budget and forecasts
Process bi-monthly payroll, including 401(k) remittances, commission payouts, and year-end filings such as Form 5500
Support HR-related functions such as onboarding new employees, tracking vacation accruals, and maintaining state employment registrations and SUI rates
Utilize the association management system (AMS), MemberSuite, to maintain accurate financial and membership records
Oversee cash management and monitor investment accounts, ensuring alignment with the organization’s financial strategy
Coordinate PAC contribution processing, reconciliation, and reporting in collaboration with external consultants
Prepare financial reports and assist the CEO in presenting them to the Finance Committee and Board of Directors
Maintain and update financial policies and procedures
Continuously improve internal controls, systems, tools, and reporting processes
Perform other duties as assigned
Additional Information
This position is fully remote, with limited travel required for staff and board meetings. Candidates in the Eastern or Central time zones are preferred.
Compensation & Benefits
We offer a competitive salary and benefits package, including:
Salary range: $120,000–$150,000, based on experience
Discretionary bonus potential based on performance
Medical and dental insurance
Life and disability insurance
Vacation and sick leave policies
401(k) retirement plan
If you are a dedicated and detail-oriented finance professional looking for a new challenge as a Director of Finance & Accounting, we encourage you to apply for this exciting opportunity.
Job Requirements
Bachelor’s degree in accounting, finance, or a related field; CPA or MBA a plus
Minimum of 5 years of progressive accounting experience
Strong knowledge of GAAP and nonprofit financial reporting
Experience working with external auditors
Knowledge of QuickBooks is required
Familiarity with Association Management Software (AMS), particularly MemberSuite, preferred; experience with CRMs or enterprise systems preferred
Proficiency in Microsoft Office, especially Outlook, Word, and Excel
Experience with financial and operational platforms such as Bill.com, ADP Payroll, Expensify, or similar systems is highly desirable
Excellent attention to detail, time management, and organizational skills
Self-motivated, reliable, and comfortable working independently in a remote environment
Strong analytical and communication skills, including the ability to explain financial information to non-financial audiences
Ability to work collaboratively with colleagues and stakeholders
About The Institute for Portfolio Alternatives (IPA)
Association Description:
The Institute for Portfolio Alternatives (IPA) is the leading trade organization representing asset managers, broker-dealers, registered investment advisers and other entities that provide portfolio diversifying investments to investors. For over 35 years, the IPA has advocated for increased investor access to alternative investment strategies with low correlation to equity markets, as part of a diversified portfolio. Such strategies include real estate, public and private credit, and other real assets through investment vehicles such as real estate investment trusts (REITs), business development companies (BDCs), closed-end funds, interval funds and private placements, among others. With nearly $300 billion in capital investments, these portfolio diversifying investments are a critical component of an effectively balanced investment portfolio and serve an essential capital formation function for our national, state and local economies. Further information about the IPA is available at www.ipa.com.
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