Director, Financial Planning

6 days ago

Washington, United States The American Institute of Architects Full time

The American Institute of Architects (AIA) AIA will provide you with the opportunity to advocate for the value of architecture and give architects and design professionals the resources they need to do their best work. The collective voice of architects is essential and our work drives positive change through the power of design. Each one of us at AIA is a leader committed to demonstrating our mission and values and designing a better future for our country and planet. Even in times of change, AIA's values remain constant: We stand for equity and human rights We stand for architecture that strengthens our communities We stand for a sustainable future We stand for protecting communities from the impacts of climate change We stand for economic opportunity We stand for investing in the future We speak up, and policymakers listen The American Institute of Architects, as part of the global community, is building a culture of equity, diversity, and inclusion within the profession of architecture to create a better built environment for all. Achieving this vision has a direct impact on the relevance of the profession of architecture and the world's prosperity, health, and future. Job Summary Reporting to the Controller, the function of the position is to assist the Controller and CFAO by performing financial reporting and analysis of the organizational and various team budgets and AIA organization KPIs on a regular basis, and by providing financial analysis of existing projects/products and new projects as well as assisting with the preparation of cash flow analysis for AIA's various entities. The Director will manage revenue reporting and will assist the revenue and expense budgeting and forecasting for the Institute and will serve as the liaison to the College of Fellows and AIA Foundation for all financial reporting and budgeting. Job Duties Compile financial information for the Controller and CFAO and analyze project performance against the approved budget and prior years. Responsible for developing the annual budget, two periodic financial forecasts, and multi-year financial plan. Analyze and provide recommendations, in conjunction with the applicable business unit, on pricing decisions and revenue trends for various products/services. Present analysis to senior management. Conduct quarterly financial reviews with department heads as requested by the Controller and CFAO. Analyze ongoing financial performance of various business units/products/services. Generate and explain financial analysis for presentation to the Controller and CFAO. Provide analysis of profitability of new business opportunities and required investments to maintain AIA's position in the marketplace. Generate multiple scenarios, in concert with the applicable department. Present analysis to senior management. Oversee membership reporting and analysis and work closely with managers to ensure data is accurate. Obtain, analyze and disseminate data dealing with current membership trends, projected demographic changes, population shifts, etc. to develop, articulate and implement the strategies to meet the challenges of a changing membership environment. Lead the coordination and preparation of the Institute's annual capital and project-based operating budgets and forecasts. Manage corporate insurance portfolio and handle interactions with the insurance agent and carriers. Assist with AIA's annual financial audit and income tax preparation. Coordinate and direct AIA Foundation & College of Fellows audit, including reviewing/creating all schedules for the auditors. Take ownership of audited financial statement review process. Review all corporate partner proposals, calculate partner revenue, applicable tax and track corporate partner accounts receivable. Take ownership of the proper accounting and reporting of capitalization and amortization of significant projects, revenue recognition and intercompany accounts. Develop new accounting and reporting processes as needs arise. Other duties and projects as assigned. Frequent Contacts Regulatory agencies (IRS, D.C. tax department) Outside auditors AIA Finance Committee Board of Directors, AIA Foundation Executive Committee, AIA College of Fellows Federal Government/Other Foundations EVP/CEO Chief Finance and Administration Officer AIA Human Resources Members of the AIA Senior Leadership and Management Teams Qualifications Demonstrated knowledge and skill in for-profit and non-profit budget development and financial analysis, including project-based budget monitoring, organizational auditing, financial reporting and financial modeling. Knowledge of GAAP, FASB issues and IRC regulations particularly as they pertain to 501(c)(6) and 501(c)(3) organizations. Experience with evaluating risk management insurance programs and obtaining appropriate cost-effective coverage. Strong skills in written and oral communication and active listening. Demonstrated ability to understand complex concepts and communicate them effectively to senior management. Ability to work independently with little supervision and build partnerships with internal/external customers. Demonstrated ability to influence decision making. Considerable skill in the use of automated accounting systems (preferably Sage Intacct, Solver, Power BI) and various Microsoft Office applications, including Excel, PowerPoint and Word. Excel skills should include advanced skills including V lookups, pivot tables, solver and the ability to apply best practices. Ownership, commitment and accountability for accuracy, on-time delivery, attention to detail and juggling multiple priorities. Bachelor's degree in finance or business and minimum eight years of responsible budgeting and financial analysis experience. Experience in 501(c)(6) and 501(c)(3) organizations is strongly preferred. CPA or MBA preferred. Supervisory Lead a team of 2. What we offer Medical and dental 401(k) Flexibility Paid time off Flexible spending accounts Income protection- (Life Insurance Coverage up to 2x salary) & disability plans at no cost. Tuition and membership reimbursements AIA employees have access to a variety of other programs, including: Employee Assistance Program (EAP) for employees and their family members Computer purchase program Fitness club discounts Prepaid legal services program Identity theft protection Travel Requirements: N/A Work Location: 100% Remote/*Hybrid from the Washington DC metro area only. *All AIA employees in the DC metro area are currently working remotely during our office renovation. Employees in the DC Metro area will return to a hybrid work environment in the newly renovated office at the completion of the renovation in Spring 2025. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability, in accordance with the applicable law. #J-18808-Ljbffr

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