Full Time - Financial Services Associate Director

Salary: $129,000.00–$140,000.00 annually. This represents the good faith estimate of the annual salary range we reasonably expect to pay for this position upon hire, based on the selected candidate’s experience, education, skills, internal alignment, and overall business needs. In select cases, and depending on market conditions or exceptional candidate qualifications, compensation may exceed this range, provided it aligns with applicable law and our compensation policies.

About the role

The Associate Director of Financial Services, reporting to the Financial Services Director, will lead 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. This role requires a proactive and detail-oriented individual who excels at learning new processes and analyzing complex financial information. The ideal candidate will demonstrate proficiency in analyzing large datasets using Microsoft Office, Microsoft Workspace, and Financial Management Software, as well as strong leadership skills, an aptitude for strategic thinking, and a commitment to high standards of financial integrity and compliance.

Responsibilities

• Oversee and manage the month-end close process to ensure timely and accurate preparation of financial statements, including 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.
• Provide 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. 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.
• Identify and address issues related to financial accounting software, offering effective solutions to meet organizational needs and improve system functionality.
• 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.
• Manage and oversee all aspects of bank account administration, including account set-up, maintenance, reconciliation, and ensuring optimal use of bank services.
• Select, train, and evaluate team members while providing leadership and setting priorities. 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.
• Examine and review department expenditures in an effort to maintain cost controls.
• Develop and maintain working relationships with customers, coworkers, student organizations, faculty, staff, university personnel, government agencies, and vendors.
• 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, and health.
• Other duties as assigned.

Requirements

• Bachelor’s degree in Accounting, Finance, or related professional degree.
• Licensed Certified Public Accountant (CPA) is required.
• At least seven years of experience in accounting, with at least two of those years in a supervisory capacity or equivalent combination of education and experience.

Qualifications

• Language Skills: Strong verbal and written communication is essential for clearly conveying financial information, collaborating with team members, and interacting with stakeholders. 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.
• Mathematical Skills: Ability to solve equations and apply algebraic principles to financial problems such as calculating interest and analyzing financial ratios. Proficiency in calculating present and future values of investments, amortization schedules, and loan repayments. Ability to analyze financial data and trends, identify discrepancies, and provide insights based on quantitative information.
• Reasoning Ability: 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, organizational, and management skills.
• Manual Dexterity: Ability to utilize a computer and use a variety of office machines and equipment.
• Physical Communication: Ability to talk/express and exchange ideas and hear/perceive sounds.
• Physical Demands: Ability to operate office equipment such as computers, copy machines, fax machines, and 10-key calculators. 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. Specific visual abilities required by this job include close vision and color vision for extensive reading and interpretation of reports and documents.

Working Conditions

• Work is regularly performed in a traditional office setting but includes potential off-site work at venues and other operating units. There may be exposure to airborne particles created from incoming boxes and merchandise. The noise level in the work environment is usually low to moderate.
• Occasionally required to attend outdoor events that would require prolonged walking, standing, and exposure to varying weather conditions, dust allergens, work temperatures, and noise.
• Ability to occasionally work nights, weekends, and holidays as business needs dictate.