Financial Director

1 week ago

San Diego, California, United States Association TRENDS Full time
About the Role

We are seeking a highly skilled and experienced Financial Director to join our team at Association TRENDS. As a key member of our leadership team, you will be responsible for the overall financial management of our organization, including managing our $9M annual operating budget, ensuring the accurate and timely reporting of financial statements, and overseeing critical functions such as the general ledger, payroll, 401k, accounts receivable, accounts payable, budgeting, forecasting, financial modeling, tax management, and human resources.

Key Responsibilities
  • Work hand-in-hand with the finance team on the preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory and taxing agencies.
  • Develop and utilize forward-looking, predictive models and activity-based financial analysis to provide insight into our operations and business plans.
  • Analyze the financial details of past, present, and expected operations to identify development opportunities and areas for improvement.
  • Monitor financial activities and details, such as cash flow, investments, and reserve levels, to ensure that all legal and regulatory requirements are met.
  • Receive, record, and authorize requests for disbursements following company policies and procedures.
  • Coordinate reconciliations of company accounts, sub-ledgers, and financial transactions to ensure compliance with state and federal requirements and statutes.
  • Analyze the effect of federal, state, and local statutory and regulatory changes, including changes in accounting guidance to ensure correct application to our policies and processes.
  • Review, analyze, and reconcile general ledger accounts, and investment transactions in conjunction with preparing monthly reports for management.
  • Oversee investment accounts recordkeeping including allocation of earnings among funds.
  • Demonstrate good judgment and leadership to our organization in the community.
  • Provide direction and support to all teams at our organization regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
  • Develop and maintain relationships with banking, investment, insurance, and non-organizational accounting personnel to facilitate financial activities.
  • Develop and administer internal control policies, guidelines, and procedures for budget administration, year-end forecasting, modeling, cash and credit management, and accounting.
  • Maintain current knowledge of organizational policies and procedures, federal and state policies, and accounting standards.
  • Ensure accurate and timely payroll tax, sales and use tax, property tax, annual census, and 401k reporting.
  • General oversight of the human resource functions, including the Finance and Human Resources Assistant and the outsourced service provider that provides general support for our organization.
Requirements

We are looking for a strategic and hands-on approach to finance, accounting, and operations; adept at analysis, business planning, forecasting, and investments. You should have a strong understanding of fund accounting with grants, restricted funds, and endowment investments. Demonstrated experience with audit, legal compliance, and budget development is also required. Successful management experience in overall business operations, including direct fiscal/operations, employee supervision, and employee and vendor relations is a must. You should also have strong organization and prioritization skills with the ability to manage several projects simultaneously, with exceptional attention to detail. This is a hands-on role and will require you to roll up your sleeves.

What We Offer

We offer a competitive salary range of $125,000 - $140,000 DOE/Neg. and a comprehensive benefits package, including medical, dental, vision, life insurance, and long-term disability insurance. You will also have access to a 401(k) plan and 10 paid days off, 5 paid sick days, 6 paid holidays, plus your birthday. Comped tickets to select events are also included.

Location

This is a hybrid role with an office at The Conrad Prebys Performing Arts Center, 7600 Fay Avenue, La Jolla, CA 92037. Employees may work remotely one day per week.

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