Job Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to promote the services of Financial One Accounting, Inc. (FOI) and oversee the day to day financial operations of client organizations. Identifies, fosters and develops meaningful revenue-generating partnerships; builds relationships and foundations for the company’s continued growth. Develops and implements fiscal policies, controls and procedures. Leads major projects, programs or processes with significant business impact involving cross-functional teams. Influences strategic direction and develops tactical plans and completes complex assignments with substantial latitude for un-reviewed actions or decisions. Provides comprehensive solutions to complex problems or needs.

Extensive contact with business prospects, senior leadership of client organizations, client and FOI team members is required to meet goals and objective.

*Essential Duties and Responsibilities:

Initiate, expand, and own the business relationship with existing and prospective client organization partners.
Be the primary bridge between clients and internal stakeholders to both deliver services to the client and drive business requirements back into the organization.
Help develop, expand, and refine ongoing service frameworks and programs.
Act as a go-to internal expert regarding the financial operations of clients.
Direct client engagements to ensure proper internal controls over client assets. May include internal financial statements, annual budget preparation, account receivables and payment of obligations, filing of accurate tax returns and other required external reporting documents, and other potential accounting related services.
Manage day-to-day financial operations of organization including developing and implementing fiscal policies, controls, and procedures; revenue and cash flow forecasting; bookkeeping; processing payroll and accounts payable; and managing relationships and negotiations with vendors and financial institutions
Prepares and delivers written and oral presentations to client board of directors, senior leadership and other involved parties.
May direct and implement human resource functions, including personnel policies, benefits management, documentation and reporting, and related activities.
Financial reporting and analysis of financial statements and performance against financial plans for all stakeholders.
Thought partnering with clients to develop strategic, fiscally responsible financial plans including annual budgets and forecasting that reflecting mission priorities and sustainability.
Improve financial literacy within client organizations related to financial policies, procedures, and best practices.
Direct, plan and prepare for annual organizational audits performed by independent financial auditors, and other parties
Ensure compliance with state and federal policies, laws, and regulations.
Oversee banking and investments including financings, cash management and adherence to bank and debt covenants
Provides technical leadership for work teams in specialized functional or process areas.
Plans, assigns, monitors and manages the work of others.
Reviews performance and evaluates results achieved by direct reports.
Coaches and mentors’ direct reports.
Interprets, applies and recommends changes to organizational policies and procedures.
Balances conflicting resource and priority demands.
Reviews progress of assignments with senior management.
Balances conflicting resource and priority demands.
Remain up to date on nonprofit accounting and audit best practices and state and federal law regarding nonprofit operations.
Maintains regular and consistent attendance.
Operates standard office equipment and uses required software applications.
Performs other duties and responsibilities as assigned.

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Knowledge, Skills, and Abilities:*

Knowledge of:

Advanced concepts, principles, and practices of generally accepted accounting procedures (GAAP), non-profit accounting standards and issues as well as non-profit tax issues.
Advanced concepts, principles, and practices of all accounting operations.
Advanced concepts, principles, and practices associated with effective business generation techniques.

Skill in:

Operating standard office equipment and using required software applications, including Microsoft Office.
Hands on working experience with accounting software systems required. Prior experience with Financial Edge is preferred.

Ability to:

Establish relationships with client organizations and to understand the client issues, objectives and expectations.
Manage multiple clients including ability to manage conflicting priorities, prioritize work (self and staff) and to know, understand, and meet deadlines.
Partner with other functional areas to accomplish objectives.
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Incorporate needs, wants and goals from different business perspectives into end objectives.
Attend to detail while maintaining a big picture orientation.
Read, interpret, analyze and apply information from multiple sources throughout client organizations
Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes often without organizational authority.
Interpret and apply policies and identify and recommend changes as appropriate.
Work under pressure on multiple projects concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
Communicate effectively, both verbally and in writing.
Work independently as well as collaboratively within a team environment.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Lead others in providing a high level of customer service
Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.

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Educational/Previous Experience Requirements:*

Minimum Degree Required: Bachelor’s Degree
Required Disciplines: Accounting, Finance or a related field.

~and~

At least 10 years experience in a senior level accounting position with at least 5 years in a CFO capacity. Experience working in or with non-profit organizations and/or experience in public accounting is highly desirable. Prior Business Development experience is a plus. Any equivalent combination of experience, education, and/or training approved by Human Resources.

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Licenses/Certifications:*

Licenses/Certifications Required at Date of Hire: CPA or MBA

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Working Conditions:*

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Hours: *Normal business hours. Some additional hours may be required.

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Travel Required: *Predominantly local travel. Amount varies based on client need. Regular and continuous presence at client locations may be required.

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Working Environment:* Climate controlled office environment during normal business hours.

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Physical Requirements:*

Sitting

Up to 7 hour(s) per day

Lifting

Up to .5 hour(s) per day

Walking

Up to 2 hour(s) per day

Up to 50 max. pounds**

Standing

Up to 4 hour(s) per day

Pushing

Up to .5 hour(s) per day

Bending

Up to 1 hour(s) per day

Up to 50 max. pounds**

Squatting

Up to 1 hour(s) per day

Pulling

Up to .5 hour(s) per day

Stooping

Up to 1 hour(s) per day

Up to 50 max. pounds**

Reaching

Up to 2 hour(s) per day

Climbing

Up to .5 hour(s) per day

Balancing

Will not generally apply

Stairs

Up to .5 hour(s) per day

Twisting

Up to 1 hour(s) per day

Ladder

Will not generally apply

Crawling

Will not generally apply

Step-stool

Will not generally apply

Kneeling

Up to 1 hour(s) per day

Excessive heat

Will not generally apply

Typing

Up to 4 hour(s) per day

Excessive cold

Will not generally apply

Data Entry

Up to 4 hour(s) per day

Dust

Will not generally apply

Humidity

Will not generally apply

Loud Noise

Will not generally apply

Hands in Water

Will not generally apply

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Unusual hearing or vision demands:*

None specified

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Other physical demands or notes:*

** Employees should not attempt to lift, pull or push a load in excess of 50 lbs. without assistance. Care should always be taken when lifting, pushing or pulling in an awkward position.

Last updated: November 22, 2021

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DISCLAIMER*

The preceding job description has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as, a comprehensive listing of all requirements or responsibilities that may be required by employees in this position. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Employee Signature: ________________________ Date: __________

Work Location: In person

Financial One Accounting Inc.

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