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Lead Financial Strategist

2 months ago

Harrisonburg, Virginia, United States Virginia Mennonite Retirement Community, Inc. Full time
Job Overview

This pivotal role is accountable for overseeing the financial operations at Virginia Mennonite Retirement Community, Inc. This includes the generation of regular financial statements and the upkeep of a robust accounting system. The position plays a crucial part in formulating a comprehensive framework of controls and budgets aimed at minimizing risks, improving the precision of the organization's financial reporting, and ensuring compliance with generally accepted accounting principles (GAAP).

Key Responsibilities:
  • Direct the general accounting activities in accordance with corporate policies and GAAP, ensuring no significant issues arise during annual or internal audits.
  • Collaborate with auditors and external parties to prepare necessary compliance documentation.
  • Assist in the creation and maintenance of budgeting and financial reporting systems.
  • Develop a thorough understanding of organizational operations to aid in the interpretation of financial outcomes.
  • Oversee the preparation of both short- and long-term capital expenditure plans based on data from operational managers.
  • Manage journal entries and integrations for the general ledger, fixed assets, prepaid expenses, accounts receivable, and cash transactions.
  • Support the preparation of annual budgets, monthly financial statements, and periodic reports for stakeholders.
  • Work alongside the Financial Services team on revenue cycle management and accounts payable functions.
  • Establish and maintain accounting policies and procedures manuals, ensuring clear standards and protocols.
  • Ensure compliance with tax regulations and provide timely and accurate tax reporting.
Professional Development:
  • Develop an annual action plan with measurable goals to evaluate performance.
  • Engage in professional growth and training to stay informed about market trends and best practices.
Leadership Attributes:
  • Foster effective relationships by valuing team contributions and recognizing achievements.
  • Communicate proactively with the team and set clear expectations for achieving organizational objectives.
  • Demonstrate accountability by setting and achieving personal performance goals.
  • Encourage innovation and welcome diverse perspectives to drive change.
General Expectations:
  • Adhere to all organizational policies and guidelines diligently.
  • Engage with residents in a compassionate and respectful manner.
  • Maintain confidentiality regarding resident care and sensitive information.
  • Participate in staff development and continuing education to enhance skills and certifications.

Virginia Mennonite Retirement Community, Inc. is dedicated to fostering a culture that values diverse perspectives and experiences.