Financial Operations Director

3 days ago


Lake Mills, Iowa, United States Winnebago Cooperative Telecom Association Full time
Job Summary

We are seeking a highly skilled and experienced Financial Operations Director to join our team at Winnebago Cooperative Telecom Association. The successful candidate will be responsible for providing strategic leadership and oversight of the Financial Operations to ensure data, associated technology, and processes are adequately established and protected.

Key Responsibilities
  • Financial Operations Strategy: Develops and maintains the financial operations strategy and roadmap, including formulating objectives to be implemented by the finance team and aligning with the CEO's company business objectives.
  • Financial Reporting: Creates an iterative set of practices, processes, and controls to improve the organization's financial reports.
  • Financial Policy Development: Participates in the development of system policies and develops objectives, policies, and procedures for own areas of activity.
  • Financial Administration: Administers programs and procedures in accordance with approved policies.
  • Financial Risk Management: Sets the vision and strategic direction for the finance department that aligns to organizational priorities and identifies and manages risks of information confidentiality and security breaches by working with HR partners.
  • Team Management: Collaborates with team members to establish performance goals and monitors status, conducts reviews, and provides coaching.
  • Human Resources: Interviews, hires, and recommends salary adjustments for team members.
  • Disciplinary Actions: Resolves disciplinary issues, reviews results, action plans, and progress.
  • Succession Planning: Develops team expertise and completes succession planning, including identifying talent and implementing development plans for critical positions.
  • Culture Development: Fosters an innovative culture, including supporting new ideas and providing guidance on potential changes.
  • Financial Planning and Budgeting: Manages budgeted resources by anticipating expenditures, accurately forecasting resource needs/costs, and properly accounting for expenses to meet requirements and achieve fiscal responsibility.
  • Collaboration: Fosters an environment of collaboration within the department and with other departments.
  • Payroll and Benefits Administration: Prepares payroll and maintains associated records, including payroll deductions, payroll master files, FICA, federal and state withholding, federal and state unemployment tax, group insurance, 125 Flexible spending plan, retirement savings contributions, personal time off (PTO) and sick leave, quarterly and annual reports on FICA, federal and state unemployment tax, withholding tax, annual W-2 forms, annual employee benefit letters, annual pension/savings reports, and surveys, annual 125 Flexible spending plan audit, and annual workers compensation audit.
  • Personnel Records: Maintains personnel records and assists in human resources programs/plans.
  • Deferred Dividends: Oversees deferred dividend allocation and notification to customers, retirement of deferred dividends to customers. Oversees maintenance of unclaimed property file for uncashed dividend checks and reversion account.
  • Financial Reporting and Analysis: Reviews financial reports and annual projections for system's Board meeting.
  • Supervision: Supervises personnel identified within the department.
  • Audit and Compliance: Acts as contact for independent auditors, IRS auditor, RUS field auditor, and any other agency with audit authority.
  • Internal Auditing: Provides for continual internal auditing by examining the records and reporting to the CEO/GM as to their condition.
  • Reporting and Compliance: Reviews the completion and timely filing of monthly/quarterly/annual reports.
  • Financial Record Keeping: Oversees monthly journal entries and review monthly reports.
  • Document Management: Establishes general filing system for safekeeping of corporate records, and personnel documents.
  • Mail Distribution: Sorts confidential mail on a daily basis and distributes to appropriate departments.
  • Committee Participation: Serves on various committees to analyze research information and make recommendations for management/board of directors to consider in formulating their decisions.
  • Professional Development: Attends continuing education workshops/seminars.
  • Communication and Collaboration: Communicates and works cooperatively with all employees.
  • Confidentiality: Works with and maintains confidential information.
Requirements
  • Education: High School diploma required.
  • Experience: Two to four years college education in accounting and business field required.
  • Previous Experience: Previous experience in the office and accounting field is required.
  • Computer Skills: Must have a general knowledge of computer operations and various computer applications.
  • Judgment and Initiative: Job requires judgment and initiative to perform daily work that is assigned.
  • Supervision: Ability to supervise personnel for effective operations and best utilization, computer system operations, personnel records, and administration of employee benefit plans.
  • Attention to Detail: Requires considerable care and attention due to the concentration required for the selection, development, and analysis of information.
  • Training or Experience in Supervision: Training or experience in supervision is preferred.
  • Courtesy and Tact: Courtesy and tact are required in working with all levels within and outside of the organization.
  • Driver's License: Drive light vehicle.
  • Valid Driver's License: Valid driver's license required.


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