Chief Financial Officer

Join Our Team and Make a Difference Every Day.Position: Chief Financial OfficerPay: $135,000 – $170,000 annuallyLocation: Getzville, NYThe Summit Center is Western New York’s leading provider of evidence-based services for children and adults with autism and other developmental, social, and behavioral challenges. Our team is dedicated to helping every individual we serve achieve their highest level of independence.Why Work With Us?42 days of paid time off14–16 paid holidays annuallyPotential for annual raises, incentive payments, and profit sharingTuition ReimbursementExcellent health, dental, and vision insurance/Medical opt-out payment (up to $1,000/year)401K with up to 4% employer matchLife and long-term disability insuranceYour Impact as the Chief Financial OfficerA member of the Executive Leadership team, the Chief Financial Officer is a strategic partner to the Chief Executive and provides overall supervision of all financial aspects of the organization, including appropriate budgeting and financial reporting. This specifically includes ensuring fiscal accountability, developing annual budgets, providing timely financial reports, compliance with applicable state laws and regulations, monitoring accounts payable and accounts receivable, and assisting with reporting on the activities of the Summit Foundation and the Discovery Kids Day Care Center, affiliated entities.1. Personnel selection, supervision, and training of the Finance department. including purchasing, payroll, and billing functionsSelect and orient qualified candidates for all staff positions that are direct reportsProvide a 6 and 12-month appraisal of new direct report employees, and annually thereafterEnsure that all employees have a current job description and receive annual reviewsProvide regular (at least biweekly) supervision of direct reports for communication and ongoing training and evaluationAssist the Director of Training to ensure that staff are well trained to meet the standards set by their position and the goals established by the agencyMaintain regular communication with staff directly and indirectly under their supervision2. Participate as a member of the Executive, Senior, and General Leadership teamsParticipate in leadership meetingsParticipate in medium and long-range planning and engage in specific activities to meet agency goalsActively participate in the development of a facilities master plan, continually updating and prioritizing needs in agreement with program requirementsAttend local, regional and state meetings relevant to duties (e.g., Strategic Alliance, Preschool Alliance); regularly summarizes and communicates informationIn cooperation with the Chief Executive Officer, complete an annual report to the Board of Directors by October 1st of each year for the prior fiscal yearActively participate in overarching agency evaluationEvaluates program expansion and new development as needed to fulfill the mission of the agency3. Ensure fiscal accountabilityDevelop the agency budget and present to the Chief Executive Officer, Executive Leadership team and the various committees of the Board of Directors as well as the full Board of Directors in June of each fiscal yearRegularly monitor the fiscal health of the agency by reviewing a summary of revenue and expenses and developing and preparing program analytics on a monthly basis, including unit reporting.Facilitate written and verbal communications and understanding of budget status with program leadersMonitor financial health of the agency on a continual basis and bring concerns to the attention of the Chief Executive Officer and/or Executive leadership team.Prepare Internal Affairs Committee and Board Financial Reports, as well as all special report requestsContract and monitor the annual Agency financial statement audit, Discovery Kids financial statement audit, and 401(k) audit.Oversee the preparation of the fiscal year and calendar year consolidated fiscal report (CFR) and benefit plan SS00’s.Implement recommendations in any auditor’s management letterEnsure accounts payable are processed in a timely manner consistent with general accounting standards and responsible cash managementNegotiate Annual Line of Credit with the bank; manages LOC utilizationNegotiate and monitor insurance coverage and related premiums for Workmen’s Compensation, property, causality, accidental, and professional liabilityWork closely with program leadership to achieve accurate and current census projections and staff allocationsRespond to any requests from New York State Education Rate Setting Unit and monitor status of all interim, prospective, and reconciled rates.Ensure billing is processed in a timely manner consistent with general accounting standards and revenue recognition principles utilizing approved state issued rates.Prepare and Oversee process for annual compensation increases and any additional compensation distributions at year end.Oversee the administration of the accounting software and implementation of new modules.Oversee the administration of the behavioral pediatrics clinic including the front desk function, billing function and credentialing of providers.4. Purchasing activitySupervise purchase process and ensure that purchasing procedures meet state and federal guidelinesNegotiate, maintain and draw on Fixed Asset LOC as necessaryNegotiate and maintain service agreements, lease purchase agreements, etc.Develop and monitor systems and processes to ensure cost reduction opportunities are utilized fullyOversee the contract process, sign and/or review all agency contracts for appropriateness in accordance with state spending and agency budget guidelines.5. Communication with the Board of DirectorsPrepares financial reports for the Executive Committee, Internal Affairs Committee, and the Operating Board of DirectorsCoordinate and plan 401(k) investment committee meetings and communications.Oversee the preparation and coordination of financial materials for the Foundation Board, Discovery Kids Board, and Investment Committee meetings.Record the minutes of the Internal Affairs Committee meetings and the 401(k) investment committee meetings.Actively participate in the above Boards and committee meetings and decision-making processAttend the Board of Directors’ meeting, as requested by supervisorServe as a staff resource to all Committees and Boards of Directors of the agency.6. Payroll Administration, Human Resources, Benefits and PoliciesProvide financial and administrative support to Human ResourcesAssist Human Resources Director and the Chief Executive Officer in the review and development of annual salary administration programsManage payroll administration (biweekly payroll, taxes, end of year reports)Oversee ULTIPRO/UKG (Payroll/HR software) with the assistance of Human ResourcesMonitor cost efficiencies of benefit packages and evaluate and make decisions with the Director of Human Resources and the Chief Executive Officer on the cost share of each annual contract.Supervise the HRIS manager and the implementation of new UGK modules purchased.7. Affiliation Agreement Activities (Summit Foundation; Discovery Kids, etc.}Work with affiliated agencies to maintain administrative supportDevelop, monitor, and maintain contracts between affiliated agenciesProvide financial advice and payroll/payable support to affiliated agencies8. Adheres to The Summit Center Core Agency Values of Adaptability, Accountability, Collaboration, Integrity, Optimism and RespectOpenly recognizing and acknowledging other’s abilities, efforts, and accomplishmentsWorking cooperatively with individuals representing divergent backgrounds, interests, and points of viewExpecting the best of one another and of our consumers; displays teamworkPresenting a positive and confident attitudeDisplaying empathy to co-workers and with both individuals served and their familiesDemonstrating patience with others, encouraging them to grow and learn Identifying creative and innovative ways to effectively assist individuals in learning and achieving their goalsAvoiding situations that may result or be perceived to be in conflict with the interests, operations or reputation of the agencyEstablishing and maintaining professional boundaries with individuals, families, co-workers and vendors; avoiding dual relationships which may impair objectivity9. Adheres to The Summit Center employment policies as outlined in the Employee Handbook10. Perform any other duties as requested by your supervisorEDUCATION and/or EXPERIENCE:Certified Public Accountant or Master’s degree in accounting or financeMinimum of 10 years Financial Administration experienceExperience in a human service field such as education, health care, or related entity preferredCERTIFICATES, LICENSES, REGISTRATIONS:Certified Public Accountant (CPA)At The Summit Center, you’ll be part of a compassionate, highly trained team committed to empowering individuals to reach their full potential. Let your next job be the one that truly makes a difference.EducationRequiredBachelors or better in Accounting or related fieldPreferredMasters or better in BUSINESSLicenses & CertificationsRequiredCertified Public Acct.Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.C1FO #J-18808-Ljbffr