JustinBradley’s client, a Washington, D.C. based not-for-profit organization that has exclusively represented the interests of fiduciary investment adviser firms for more than eight decades, is looking for a Vice President, Finance & Operations to join their team.
The VP, Finance & Operations reports to the President and CEO, assists with the management of the organization, and is responsible at all times for safeguarding the assets of the organization, correctly portraying the financial position of the organization, and reducing or mitigating risk. As a member of the executive leadership team, the VP, Finance & Operations is responsible for the day-to-day management of the operational and financial affairs of the Association and is a critical strategic partner for the President & CEO. This position requires accounting, business law and tax, budgeting, investments, and benefits training and experience, and knowledge of GAAP.
What’s Attractive to the Right VP, Finance & Operations Candidate?
The organization is a well-established with a strong reputation.
You will manage a broad portfolio of responsibility and be critical to the organization’s continued success.
You will join a committed, supportive, high performing group of colleagues who are well-regarded by their peers.
The VP, Finance & Operations is seen as a welcomed partner and has collaborative relationships with department leaders.
You will have a valued seat at the table to help shape the organization’s future and to support the strategic vision.
The organization is open to remote candidates, with periodic travel to headquarters and board meetings, as well as flexible/hybrid arrangements in the DC area.
Producing the annual and multi-year budgets, annual and multi-year membership dues models, monthly cash reconciliations and financial reporting, and annual financial audit;
Establishing and maintaining internal controls and written SOPs, monitoring ongoing cash flows and cash forecasting, reviewing accounts payable entries against contracts for vendor payments, and supervising the accounting and operations staff members;
Timely filing required corporate filings and documents including corporate annual reports, payroll tax withholdings and filing all monthly, quarterly and annual payroll returns, periodic FEC filings, quarterly lobbying filings, quarterly sales & use tax returns, annual 990 and DC-20, annual personal property return, annual 5500 for both pension and health plans, and annual 1099s and W2s;
Preparing corporate insurance applications and renewing insurance policies, and completing the annual workers compensation audit;
Acting as staff liaison for the Dues Working Group and Finance Committee, and producing documents as requested for both of these and the Compensation Committee, and Board of Governors;
Managing the Association’s human resources activities, including serving as HR contact for personnel;
Providing the necessary tools & oversight to ensure the smooth and efficient operation of the organization’s offices,
Overseeing IT and technology-related initiatives, network and hardware maintenance and ongoing technology support;
Working with Finance Committee and Treasurer to oversee Association’s investment adviser to ensure adherence to investment policy and maintain appropriate cash flow.
A well-qualified candidate will possess the following:
Bachelor’s degree in Accounting, Finance, or related field.
Extensive knowledge of QuickBooks or other financial software compatible with MS Office.
Working knowledge of MS Dynamics CRM.
Experience managing financial audits and obtaining clean audit opinions.
Hands-on/tactical operational management experience at an association.
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JustinBradley is headquartered in Washington, DC.
JustinBradley is an EO employer - Veterans/Disabled and other protected categories.