The senior manager of finance is responsible for managing and overseeing all aspects of the general ledger and monthly close process. Prepares chapter financial statements and analysis. Heavily responsible for the financial prep and account reconciliations for the financial statement audit. Provides leadership and technical guidance for compliance with Generally Accepted Accounting Principles (GAAP). Manages the activities of the staff accountant. Heavily involved with chapter quarterly reforecasting and annual budgeting.
Primary responsibilities include:
General Ledger & Monthly Close Process:
Facilitate and complete monthly close procedures according to schedule
Prepare monthly account reconciliations and journal entries
Distribute monthly financial close reports to treasurers and chapter leaders
Review monthly bank reconciliations prepared by staff accountant
Review, for accuracy, event revenue reconciliations and resolve discrepancies with event support admin
Review, for accuracy, event revenue journal entries
Review membership revenue for accuracy
Oversee intercompany transaction calculations for membership and fees
Reconcile intercompany receivables and intercompany payables
Oversee petty cash for chapters
Review and approve cash transfers initiated by staff accountant
Research accounting errors & omissions
Work with director, finance and operations to create chapter and regional budgets
Assist chapter and regional treasurers with quarterly reforecasting
Ensure chapters adhere to budget and financial guidelines, policies and procedures
Work with director, finance and operations to review audit requests and timeline
Prepare schedules for year-end audit according to client participation list
Point of contact for questions regarding financial transactions
Work with director, finance and operations and external auditors to resolve any issues
Policies and Procedures:
Document and monitor internal controls & procedures
Assist in creating written procedure manuals
Enforce and monitor compliance of the chapters with organization accounting policies and procedures.
Communication & Reporting:
On-boarding and ongoing training assistance to chapter treasurers
Primary contact for financial advice to the chapters treasurers
Prepare daily, monthly, quarterly and yearly communications to treasures to enforce timeliness and communication
Train and mentor staff accountant
Liaison between staff accountant and directors
Coordinate accounting projects and initiatives with other teams
Provide reports and status updates to other teams
Review and analyze complex financial reports and records
Accounts Receivable and Collection:
Oversee Accounts Receivable process
Create corporate and chapter invoices via invoicing process in the AMS systems and maintains accurate records of Accounts Receivables in the financial system
Responsible for collection of outstanding invoices
Monthly A/R reconciliation for events, membership and sponsorship
Monitors and reports monthly collection activity and results
Review and approve payments initiated by staff accountant
Provide technical financial software guidance to staff and volunteers
Prepare special financial reports as needed
Other duties as assigne
The ideal candidate holds a Bachelor’s degree in accounting or a related field.
The candidate should have strong accounting, financial reporting and communication skills with particular strengths in the following areas:
-Relationship building skills with both internal and external clients.
-Excellent project management, written and verbal communication as well as technical proficiency in cloud technology.
-Demonstrated ability to think and perform strategically, cohesively integrating input from diverse sources
-Strong analytical and financial accounting and reporting skills
-Strong customer service skills required
The ideal candidate should have a minimum of five years accounting experience preferably in a global not-for-profit environment that is fast-paced where entrepreneurial skills are essential. Minimum of two years of supervisory experience preferred. Not for Profit Generally Accepted Accounting Principles knowledge is helpful.
Excellent technical competence in accounting software, Microsoft Office software specifically Excel, and ability to quickly learn new software and applications.
-Ability to handle relatively consistent workload in a timely manner including email, phone calls and financial reporting deadlines.
-Is fully comfortable with a hands-on job since most of the functions will be completed on an independent basis with periodic check-in with director of finance and operations
-Capable of driving change through collaboration and appreciation of the challenges of working with a volunteer workforce.
-Effective multi-tasker with ability to handle multiple responsibilities without losing quality.
-Able to work as a team member in a virtual environment and take on new responsibilities as necessary with a “can do” attitude.
-Ability to deal with ambiguity and a dynamic environment as the infrastructure of the organization is undergoing transition to accommodate fast-paced growth.
-Occasional travel for in person meetings with director of finance and operations based on business necessity.
For almost 40 years the Healthcare Businesswomen’s Association (HBA) has been working to further the advancement and impact of women in the business of healthcare worldwide. HBA staff are self-motivated and thrive in a fully virtual office environment so we don’t waste time and money on a daily commute. We succeed in a dynamic environment with a true problem-solving spirit.