The director of finance oversees the Association’s financial operations and planning and works with the executive director, deputy director, and Finance Committee to ensure the AHA’s long-term financial stability. The director of finance produces and assesses accurate financial reports, identifies solutions to financial issues, and improves or changes current practices to increase efficiency, mitigate risk, and maintain compliance with generally accepted accounting principles and legal requirements. Managing both tactical and strategic tasks, the director of finance works with the AHA’s outsourced accounting services firm to ensure the smooth running of the day-to-day finance and accounting functions, including general ledger, accounts receivable, accounts payable, cash flow management, payroll, and grant reporting. The director of finance reports to the deputy director.
PRIMARY RESPONSIBILITIES/ESSENTIAL FUNCTIONS:
Financial Analysis, Planning, and Oversight
Oversee the financial strategic planning of the AHA by evaluating its performance and potential risks
Provide financial analyses and projections necessary for oversight and planning
Recognize patterns in AHA spending and revenues, and recommend solutions to any problem areas
Coordinate with external financial entities on behalf of the AHA, including the AHA’s outsourced accounting services firm and auditor
Establish, monitor, and carry out internal controls and implement consistent and generally accepted accounting policies and procedures
Ensure compliance with federal, state, and local legal requirements and advise management on needed actions
Maintain and update the Association's accounting policy and procedure manual, ensuring that AHA’s business processes and accounting policies maintain and strengthen internal controls
Ensure processes are in place to maintain accurate financial records and recommend modifications to accounting systems and procedures when necessary
Monitor cash flow and recommend transfers between funds
Serve as staff liaison for the Finance and Investment Committees, coordinating both regular communications with the AHA Treasurer and biannual committee meetings, including the preparation and presentation of financial analysis and projections
Accounting, Budgeting, and Reports
Manage the accuracy and productivity of the day-to-day operations of the Association’s business office, including accounts receivable, accounts payable, general ledger, and fixed asset records
Maintain and communicate monthly budget vs actual financial reports to managers
Prepare periodic financial reports for project managers and federal government funders and private foundations that support Association projects
Oversee and coordinate the annual budgeting process
Coordinate month end closing and preparation of financial statements
Coordinate the preparation of all work papers and schedules necessary for year-end audit and tax returns
Human Resources and Operations
Manage Human Resources activities including administration of group insurance and other benefits, on/off-boarding of staff, maintenance of personnel files, and processing payroll
Serve as primary contact for staff for HR inquiries
Track and maintain of the Association’s business insurance policies
Required qualifications/Key attributes:
Bachelor’s degree in accounting, finance, or relevant field; CPA preferred, but not required
A minimum of 5 years’ experience in financial management and non-profit accounting, with an understanding of accrual-based accounting.
In-depth knowledge of accounting and HR software, non-profit accounting principles, fund accounting, and financial analysis. Familiarity specifically with Sage Intacct, Martus, BILL, ExpenseWire, and Paychex is preferred, but training will be provided, if necessary.
Experience with membership database software preferred (in-house AMS: Clear Vantage), but training will be provided, if necessary.
Detail-oriented and highly organized with ability to multitask and meet deadlines
Team focused with effective communication skills and interpersonal abilities
A strategic thinker with strong analytical skills
Desire to maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; and participating in professional societies
Must have legal right to work in the United States
SALARY/BENEFITS: Salary commensurate with experience and qualifications. Benefits package includes competitive medical and life insurance, a qualified retirement plan, and financial support for professional development opportunities.
HOURS: full-time, 35-hours, Monday through Friday with flex time availability.
LOCATION: The work location for this role is flexible, with a preference for within reach of the AHA’s headquarters in Washington, DC.
TRAVEL: Occasional travel, nights, and weekends may be required, including once per year to annual meeting first week of January.
FLSA STATUS: Exempt.
DATE POSTED: November 7, 2023. Review of applications will begin on December 11, 2023, and continue until the position is filled.
APPLICATION: Submit cover letter, resume, a list of three references To apply, log into your MY AHA account at historians.org/myaha; click “Available Application Forms” in the AHA Awards, Grants, and Jobs section; and select the "Director of Finance" link. If you don't have an account, create one for free at historians.org/createaccount.
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