Job Description

Special Note: The deputy chief financial officer will assist with long-term financial planning, treasury risk management, systems administration, contract administration, regulatory compliance, affiliate services, and continuous improvement strategies.

Position Summary:

Under the direct supervision of the chief financial officer, the deputy chief financial officer will assist with reviewing and analyzing the financial position of the organization and implementing sound financial practices. Primary duties will include the development, analysis and interpretation of accounting and budget information to inform key decisions; monitoring and reporting of all financial and fixed assets to include investments and operating cash on hand; managing and improving finance technology; overseeing affiliate services and capacity building programs, as well as other matters bearing on the fiscal soundness and operational effectiveness of the Organization and its related entities and affiliates.

Position Responsibilities:

1. Assist in establishing major economic objectives and policies for the organization; prepare and present reports that clearly communicate the Organization’s financial position in the areas of income, expenses and net assets based on past, present and future operations.
2. Lead monthly departmental and organizing project budget and compliance reviews, comparing actual expenditures and income to the approved budgets and ensuring regulatory compliance with the Department of Labor, Internal Revenue Service, and other state and local regulations.
3. Conduct financial analysis for executive management and develop the annual budget and financial forecasts to include presentations to the Executive Council or any subcommittee.
4. Liaise with the auditors and review financial statements and regulatory filings for accuracy and alignment with organizational objectives.
5. Work with the chief financial officer to develop and carry out long-term financial goals for the organization, to include the oversight of all investments, debt and other credit facilities, loans, and per capita workout agreements.
6. Forecast and monitor short and long-term cash position and provide bank account management including user administration, cash flow management, balance reporting, wire processing and transfers.
7. Plan, manage, and implement business software to advance and streamline financial processes.

Primary Knowledge, Skills and Abilities:

1. Master’s degree in finance, business or related field required.
2. A minimum of ten years of related experience ideally gained through increasingly responsible management positions within the finance industry.
3. A minimum of five years of recent experience in a lead financial role with responsibility for accounting, budgeting, payroll and cash management.
4. Strong technical and analytical skills with the ability to build financial models and forecasts.
5. Working knowledge of manual and automated accounting systems with an ability to structure and analyze complex financial reports.
6. Sound administrative skills in addition to well-developed management and leadership skills (principles and people).
7. Excellent verbal and written communication skills.
8. Systems administration and project management experience preferred.
9. Hands-on experience with Microsoft Dynamics Great Plains is a plus.
10. Familiarity with labor unions or non-profit associations is highly desirable.

TO APPLY: Please forward resumes and salary requirements to Susanne Eisenberg at seisenberg@pailingroup.com

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