FINANCIAL SERVICES ASSOCIATE DIRECTOR

About the role

The Associate Director of Financial Services oversees and manages the day-to-day operations of the Financial Services Department, including Accounting, Financial Reporting, Tax, Accounts Receivable, Sales Audit, and compliance with local, state, and federal law.

Responsibilities

• Oversee and manage the month-end close process to ensure timely and accurate preparation of financial statements.
  • This includes the preparation of various analyses, statements, and reports as needed, ensuring all financial information is accurate, complete, and delivered within established deadlines.
• Identify and implement enhancements to streamline and optimize the efficiency and effectiveness of the month-end close process.
  • Responsible for complex accounting concepts and principles, including but not limited to Long Term Debt and Lease Accounting (ASC 842), ensuring accurate application and compliance with relevant standards.
• Provides operating managers and non-financial personnel training in the use and interpretation of financial data.
  • Oversee the year-end audit process, serving as the primary liaison with auditors to ensure a smooth and efficient audit.
• Carefully coordinate the preparation and delivery of necessary documentation and respond to audit inquiries as needed.
  • Coordinate and lead the preparation and development of the annual budget, ensuring alignment with organizational goals and accurate financial reporting.
• Maintain and update the chart of accounts, including the creation of new hierarchical, statistical, and general ledger accounts as required to support financial reporting and organizational needs.
  • Select, train and evaluate team members while providing leadership and setting priorities.
• Manage and oversee all aspects of bank account administration, including account set-up, maintenance, reconciliation, and ensuring optimal use of bank services.
  • Offer guidance and support on complex accounting issues, foster cross-training to enhance team versatility, and promote a collaborative environment to achieve corporate objectives.
• Regularly assess and adjust work procedures and workloads in response to new developments and changing needs.
  • Examines and reviews department expenditures in an effort to maintain cost controls.
• Develops and maintains working relationships with customers, coworkers, student organizations, faculty, staff, university personnel, government agencies, and vendors.
  • Must comply with and ensure continued, consistent compliance with all company policies, and local, state, and federal laws/regulations including but not limited to: employment, safety, health.

Requirements

• Minimum Education, Training and Experience Required: Bachelor’s degree in Accounting, Finance or related professional degree, licensed Certified Public Accountant is required, plus at least seven years experience in accounting and at least two of the seven years in a supervisory capacity or equivalent combination of education and experience.

Qualifications

• Strong verbal and written communication is essential for clearly conveying financial information, collaborating with team members and interacting with stakeholders.
  • Requires the ability to follow verbal and written instructions, guidelines and objectives.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from employees, subordinates, vendors, other departments, customers and the general public.
• Ability to solve equations and apply algebraic principles to financial problems such as calculating interest and analyzing financial ratios.
  • Must have proficiency in calculating present and future values of investments, amortization schedules and loan repayments.
  • Must have the ability to analyze financial data and trends, identify discrepancies, and provide insights based on quantitative information.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Requires excellent analytical, quantitative skills, organizational and management skills.
• Manual Dexterity: Must be able to utilize a computer. Requires the ability to use a variety of office machines and equipment.
  • Physical Communication: Must have the ability to talk/expressing and/or exchanging ideas and hear/perceiving sounds.
  • Physical Demands: Must be able to operate office equipment such as computers, copy machines, fax machines, and to operate a 10-key calculator.
  • While performing the duties of this job, the employee is frequently required to sit; handle objects; keypad or papers and reach.
  • Extensive use of computers and monitors is required.
  • Physical demand requirements are at levels for sedentary work.
  • Employees are occasionally required to stand, walk/move.
  • Must be able to move, lift or carry heavy objects or materials up to 10 pounds.

Benefits

Aztec Shops offers a comprehensive benefits package that includes a CalPERS defined-benefit retirement plan; a choice of CalPERS medical plans and dental coverage with significant employer contributions for employees and eligible dependents; and employer-paid basic life/AD&D and long-term disability insurance. Eligible employees may also qualify for lifetime medical benefits upon meeting applicable age and service requirements. Additional benefits include 24 days of vacation and 12 days of sick leave annually, paid holidays, up to $5,000 per year in tuition reimbursement, voluntary 403(b) and 457 retirement savings plans, flexible spending accounts, employer EAP including financial wellness resources, and additional employee benefits. Additional information about our compensation scales is available at: www.aztecshops.com/employment.