Senior Finance and Operations Team Lead

3 days ago

Washington, DC, United States APA Full time
Note: APA operates on a 37.5-hour work week with one-hour lunch breaks each day. APA sets salaries based on several considerations, including years of relevant experience, level of education, and previous staff and/or governance experience at APA.

This position collaborates closely with the Deputy CFO and the Senior Finance and Operations Advisor (SFA) team to ensure the successful execution of assignments by managing timelines, defining key milestones, and coordinating schedules for timely and efficient delivery. The role is also responsible for developing and preparing consolidated operating and program budgets, generating budget-to-actual reports, and presenting comprehensive financial statements to the Deputy CFO and CFO.

In addition, the position oversees a portfolio of business units, working closely with unit chiefs and designated staff to provide strategic guidance on core business matters. Key responsibilities include supporting the development of annual budget and preparing reports that support informed decision-making. The role also provides strategic financial leadership on issues affecting both individual units and the broader organization, ensuring alignment with APA policies, timelines, and communication standards.

Candidate Requirements:

Education:

  • BA in Accounting, Finance, Business Management, or related field preferred.
Experience:
  • 9+ years of experience working in finance/accounting/business environment, with a degree.
  • 3+ years of experience, preparing operating and program budgets, budget-to-actual reports, and financial reports.
Skills:
  • Excellent organizational skills, ability to manage and prioritize projects and adjust as needed.
  • Excellent interpersonal skills, self-starter requiring little supervision and follow-up.
  • Sound judgment and integrity: trusted to handle sensitive financial information with discretion and professionalism.
  • Team player with an enthusiastic attitude.
  • Prior experience working in a non-profit environment is a plus.
Computer Skills Required:
  • Must be proficient in the use of accounting software (Microsoft Dynamics 365 or similar) and budgeting software (BI360/Solver, Planful, Prophix, Vena or similar).
  • Must be proficient with Microsoft Office and have excellent Excel skills.
Responsibilities:
  • Works closely with the Deputy CFO and the Senior Finance and Operations Advisor (SFA) team to ensure successful completion of assignments by managing timelines, defining key milestones, and coordinating schedules for timely and efficient delivery.
  • Leads the development and preparation of consolidated operating and program budgets, prepares budget to actual reports, and delivers consolidated financial reports presented to the Deputy CFO and CFO.
  • Engage and advise the chief and designated business unit staff to develop a budget based on strategic needs. Conduct annual meetings leading up to the budget season to determine the projects and other activities anticipated in the new year. Work with the necessary unit staff to develop a detailed budget for project/activity including staff resources, other personnel resources (temps, consultants, interns, etc.), and non-salary resources including technology expenses, meeting costs, travel, etc. Assist in review and validation of existing revenue and new revenue, if applicable.
  • Work with chief and designated unit staff on revenue and expense projections for the current year in spring and fall to determine if changes are necessary for unit to meet its annual budget. Assist in developing plans and budget changes, if necessary, based on projections. Communicate with Finance team members to determine if overlap or collaboration is possible to strategically use APA resources.
  • Review financials monthly for accuracy and conduct review meetings with chief and/or designated unit staff as needed to determine if original projects and activities have changed or new priorities have been identified. Work with designated units to develop a revised budget based on project changes and new priorities that fit within their annual budget. Provide training to unit staff on how to access and understand Accounting generated monthly activity reports. Provide insight or direction on how unit staff can track expenses month-to-month and in real time.
  • Prepares and presents quarterly financial review package to management (Deputy CFO and CFO), including commenting on variances to budget, forecast and prior year. This includes review of designated unit financial reports to compare YTD budget to actuals and complete variance analysis; review of all material variances for root cause and determine if, based on new information, redeployment of resources is necessary or possible.
  • Work with unit chief, designated unit staff, and Office of People Engagement (OPE) on hiring new staff and compliance of salary offers with budgeted salaries and OPE policies. Monthly reconciliation of staff positions and budgeted salaries to OPE reports to ensure unit is operating within budgetary guidelines. Also ensure accurate headcount.
  • Assist designated unit to ensure revenue and expense is appropriately recognized in the accounting system. Ensure that all revenues and expenses conform with APA standard policies. Work as an intermediary between unit and Accounting Office staff to ensure correct application of revenues and expenses.
  • Works as an intermediary for the chief or designated unit staff with ITS on annual refresh cycle of ITS/hardware & software needs of designated units and developing ITS related operating and capital budgets (when necessary).
  • Work with designated units to help purchase/procure goods and services based on budget plans and assist in initiating payments as needed.
  • Work with chief and designated unit staff in an advisory capacity to review and approve necessary contracts for vendors and consultants based on APA Policy, designated unit budget and unit strategic needs.
  • Work with chief and designated unit staff to advise, review, and sometimes approve various forms of payments through Accounting (expense report, check request form, travel advance request, or other necessary expense forms). Ensure that all requested expenses conform with APA standard policies. Serve as the point of contact for all signature authority changes or updates in assigned units, working with Accounting Office staff to implement workflow revisions.
  • Annually work with designated units to provide Accounting with necessary year-end accruals of revenues and expenses. Ensures all accruals are accounted for prior to fiscal year close.
  • Able to make alterations to budget system reports, have full comprehension of existing reports and templates, and structure of data warehouse
  • Work in accounting system to review transactions, run reports, create journal entries, and edit and/or create new general ledger dimensions.
  • Other duties as assigned


About APA:

The American Psychological Association (APA) represents 146,000 psychologists, students, and affiliates, primarily in the U.S. and Canada but also in other countries around the world. APA is a scientific and professional organization with about 500 employees and is categorized as a 501(c)(3) along with its 501(c)(6) companion organization, APA Services, Inc.

Job Location: Remote: APA jobs may be considered for remote work eligibility as defined in APA’s Flexible Work Policy and are subject to approval. Remote work employees may not work from the following states or U.S. territories: Alaska, California, Colorado, Guam, Hawaii, Iowa, Louisiana, Montana, Nebraska, New York, North Dakota, Ohio, Puerto Rico, Rhode Island, U.S. Virgin Islands, Washington, Wyoming.

Application Instructions:

Qualified candidates must apply online through APA’s applicant system and attach a resume and cover letter specifying your salary expectations. Applications that are submitted without both documents are considered incomplete and will not be reviewed for consideration. Once your application is submitted, you will receive a confirmation email. Please make sure to check your Spam folder if you do not receive an email from us.

The American Psychological Association is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, national origin, disability, protected Veteran status, sexual orientation, gender identity, or any other protected categories covered under local law. #LIremote

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This 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.

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