The John F. Kennedy Center for Performing Arts
Washington DC
About The Kennedy Center “I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit.” – President John F. Kennedy The Kennedy Center is the nation’s cultural center and living memorial to President John F. Kennedy. Located on the banks of the Potomac River in Washington, D.C., the Center presents performances across all genres, and is also home to artistic affiliates Washington National Opera and National Symphony Orchestra. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets Retirement plan with organization matching (after 1 year of employment) Qualifying employer for the Public Student Loan Forgiveness Program (PSLF) Commuter programs including pre-tax options for discounted parking and SmartBenefits (WMATA) Annual Leave, Sick Leave, and Personal Days available immediately upon hire 11 paid holidays per year Medical, Dental, and Vision benefits with FSA and HSA options, and paid FMLA Flexible work arrangements We like to have fun! Check out the Kennedy Center National Dance Day 2023 staff video! Job Description The Senior Finance Manager, Financial Planning & Analysis will be instrumental in establishing efficient and effective financial processes to support the daily operations of the Kennedy Center. The individual will reinforce consistent financial analysis to inform data-driven decisions by providing in-depth financial analysis and reporting to support the Kennedy Center’s annual operations plans to achieve current and future program objectives. The individual will oversee and manage reporting, analysis, and development of the Kennedy Center’s financial plans for operations to include the annual budget and ongoing projection cycles throughout the fiscal year. The Senior Finance Manager is responsible for leading, training, and developing staff; project managing and leading the Center through its core financial planning processes; maintaining relationships with Program leads; and liaising with external financial parties to include auditors and other third-party partners. Key Responsibilities Provide financial management and oversight of the Kennedy Center’s Trust budget, including both operating and capital budgets. Oversee dissemination of quarterly and monthly budget variance reports. Lead the analysis of current year budgets and projections by developing and maintaining complex financial analysis on the entirety of the Kennedy Center’s Trust operations. Establish strong partnerships with other departments to identify areas of concern and facilitate future recommended projection changes. Drive core financial planning processes by being a leader in project management. Maintain confidentiality of financial information, or any other tasks assigned by the organization. Develop, build, and maintain financial products that can summarize complex financial information into concise reports. Using such products, provide expert advice to the Vice President, Financial Planning & Analysis, Chief Financial Officer, and other senior leaders on budget/projection development, financial trends, risks, and opportunities. Lead cross-cutting analysis that brings together key financial stakeholders such as Development, Marketing, Finance, Program Leads, and Senior Management. Lead monthly revenue alignment analysis that maps expense projections with restricted revenues so that the Kennedy Center can optimize its use of restricted revenues in a matrixed funding environment. Support the preparation of financial statements and coordination with independent auditors for all annual and quarterly audit planning and execution functions. Assist in the implementation and upgrades of financial systems, which includes designing systems and processes, migrating data, testing, training, and administration. Develop and provide training presentations for users across the organization. Work with business unit leaders for solutions that drive cross-functional impact. Assist in establishing short and long-range departmental goals, objectives, policies, and operating procedures. Maintains close communication with internal users and decision-makers to stay abreast of business needs or industry trends, opportunities, and threats. Develop benchmarks and key indicators for measuring the financial performance of the Kennedy Center over the short and long-term. Foster a culture of service and excellence that motivates staff and encourages collaboration in order to provide the best experience for our customers. Empower and mentor team members to advance their professional growth. Other duties as assigned. Key Qualifications Bachelor’s degree in accounting, finance, commerce or a related field required. At least ten (10) years of experience in financial management within the nonprofit industry with at least three (3) years of management experience. MBA or CPA is a plus. Proven track record of driving innovation and continuous improvements while championing change. Strong leadership and problem-solving skills that bring a department together to foster teamwork and achieve great results. Expert in quantitative analysis and Microsoft Excel including complex formulas and financial modeling. Power Query is a plus. Strong organizational, conflict management, analytical, and strategic thinking skills Ability to adapt within a rapidly changing environment. Effective communication and follow through that build and maintain strong relationships with internal and external customers.
Full Time Regular
About The Kennedy Center “I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit.” – President John F. Kennedy The Kennedy Center is the nation’s cultural center and living memorial to President John F. Kennedy. Located on the banks of the Potomac River in Washington, D.C., the Center presents performances across all genres, and is also home to artistic affiliates Washington National Opera and National Symphony Orchestra. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets Retirement plan with organization matching (after 1 year of employment) Qualifying employer for the Public Student Loan Forgiveness Program (PSLF) Commuter programs including pre-tax options for discounted parking and SmartBenefits (WMATA) Annual Leave, Sick Leave, and Personal Days available immediately upon hire 11 paid holidays per year Medical, Dental, and Vision benefits with FSA and HSA options, and paid FMLA Flexible work arrangements We like to have fun! Check out the Kennedy Center National Dance Day 2023 staff video! Job Description The Senior Finance Manager, Financial Planning & Analysis will be instrumental in establishing efficient and effective financial processes to support the daily operations of the Kennedy Center. The individual will reinforce consistent financial analysis to inform data-driven decisions by providing in-depth financial analysis and reporting to support the Kennedy Center’s annual operations plans to achieve current and future program objectives. The individual will oversee and manage reporting, analysis, and development of the Kennedy Center’s financial plans for operations to include the annual budget and ongoing projection cycles throughout the fiscal year. The Senior Finance Manager is responsible for leading, training, and developing staff; project managing and leading the Center through its core financial planning processes; maintaining relationships with Program leads; and liaising with external financial parties to include auditors and other third-party partners. Key Responsibilities Provide financial management and oversight of the Kennedy Center’s Trust budget, including both operating and capital budgets. Oversee dissemination of quarterly and monthly budget variance reports. Lead the analysis of current year budgets and projections by developing and maintaining complex financial analysis on the entirety of the Kennedy Center’s Trust operations. Establish strong partnerships with other departments to identify areas of concern and facilitate future recommended projection changes. Drive core financial planning processes by being a leader in project management. Maintain confidentiality of financial information, or any other tasks assigned by the organization. Develop, build, and maintain financial products that can summarize complex financial information into concise reports. Using such products, provide expert advice to the Vice President, Financial Planning & Analysis, Chief Financial Officer, and other senior leaders on budget/projection development, financial trends, risks, and opportunities. Lead cross-cutting analysis that brings together key financial stakeholders such as Development, Marketing, Finance, Program Leads, and Senior Management. Lead monthly revenue alignment analysis that maps expense projections with restricted revenues so that the Kennedy Center can optimize its use of restricted revenues in a matrixed funding environment. Support the preparation of financial statements and coordination with independent auditors for all annual and quarterly audit planning and execution functions. Assist in the implementation and upgrades of financial systems, which includes designing systems and processes, migrating data, testing, training, and administration. Develop and provide training presentations for users across the organization. Work with business unit leaders for solutions that drive cross-functional impact. Assist in establishing short and long-range departmental goals, objectives, policies, and operating procedures. Maintains close communication with internal users and decision-makers to stay abreast of business needs or industry trends, opportunities, and threats. Develop benchmarks and key indicators for measuring the financial performance of the Kennedy Center over the short and long-term. Foster a culture of service and excellence that motivates staff and encourages collaboration in order to provide the best experience for our customers. Empower and mentor team members to advance their professional growth. Other duties as assigned. Key Qualifications Bachelor’s degree in accounting, finance, commerce or a related field required. At least ten (10) years of experience in financial management within the nonprofit industry with at least three (3) years of management experience. MBA or CPA is a plus. Proven track record of driving innovation and continuous improvements while championing change. Strong leadership and problem-solving skills that bring a department together to foster teamwork and achieve great results. Expert in quantitative analysis and Microsoft Excel including complex formulas and financial modeling. Power Query is a plus. Strong organizational, conflict management, analytical, and strategic thinking skills Ability to adapt within a rapidly changing environment. Effective communication and follow through that build and maintain strong relationships with internal and external customers.
The John F. Kennedy Center for Performing Arts
Washington DC
About The Kennedy Center “I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit.” – President John F. Kennedy The Kennedy Center is the nation’s cultural center and living memorial to President John F. Kennedy. Located on the banks of the Potomac River in Washington, D.C., the Center presents performances across all genres, and is also home to artistic affiliates Washington National Opera and National Symphony Orchestra. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets Retirement plan with organization matching (after 1 year of employment) Qualifying employer for the Public Student Loan Forgiveness Program (PSLF) Commuter programs including pre-tax options for discounted parking and SmartBenefits (WMATA) Annual Leave, Sick Leave, and Personal Days available immediately upon hire 11 paid holidays per year Medical, Dental, and Vision benefits with FSA and HSA options, and paid FMLA Flexible work arrangements We like to have fun! Check out the Kennedy Center National Dance Day 2023 staff video! Job Description Under the supervision of the Director of Accounting Operations, and Senior Accounting personnel, the General Accountant will support time-sensitive processes in key areas of the Center’s operations. The General Accountant will regularly record, analyze, and reconcile transactions for assigned business operations in collaboration with internal departments. The General Accountant will also assist in the regular preparation of financial analyses and reconciliations in support of reporting to internal and external users including the CFO, the President, Senior Vice Presidents, Committees of the Board, vendors, and the independent auditors. The Kennedy Center’s performance and events business cycle occurs weekly which drives the work efforts of this position. Accounting closes occurs monthly within 10 to 15 business days after the end of the period (last Sunday of the month closest to the 30th). This position’s work efforts, as a result, will also support closing the fiscal period. Key Responsibilities Transaction accounting – Enter daily, weekly, monthly, quarterly and/or annual transaction data into the accounting system. Verify financial data and supporting documents received for accuracy; prepare and enter general ledger journals for assigned areas; and interact with program personnel and other finance team members to resolve questions and obtain revisions to data provided, as necessary. Assigned areas may include but are not limited to cash transactions, fixed assets; federal, performance and external event expense settlements; and events business cycle transactions (credit card payments, KC Internal Purchase Orders (KCIPO) and other receivables/revenues). Month-/Year-end reconciliation tasks Prepare reconciliations between the general ledger and subsidiary ledgers, including bank reconciliations, and resolve reconciling items with research or discussion with program or team members. May update and maintain prepaid expenses, accounts receivable and other asset or liability accounts; maintain and update fixed assets and depreciation schedule; monitor outstanding checks; and manage the escheatment process. May serve as the primary contact for bank account administration; email departments on a periodic basis regarding performance and external show settlements; collect cognizant signatures on federal settlements or collaborate with Senior Accountants or programs on other items as assigned. Billing duties - may review Federal requisitions to determine that items are properly coded, authorized, allowable and reasonable; determine that funds are available prior to submitting Federal requisitions for fund certification; process Federal invoices; review Federal invoices; review and process Federal payroll supplied by a third-party and other Federal accounting duties as assigned. Other critical duties: (a) Assist staff throughout the Center to know and better understand our financial policies and procedures. Participate in group training sessions as well as one-on-one instruction; (b) Support preparation for and participate in annual financial statement audit and other regulatory audits; (c) Suggest improvements in processes to increase effectiveness and compliance as well as assist with any procedural changes as they arise; (d) Purchase Order maintenance; (e) Special Projects and other duties as assigned; (f) Maintain current process documentation for specific duties, and (g) Assist with preparation and implementation of the new ERP system, Sage Intacct with other Finance team members. Other duties as assigned. Key Qualifications At least 2-4 years of general accounting/bookkeeping experience. Bachelor’s degree in business-related field preferred. Critical technical skills: Strong Excel and other Microsoft Office/Teams experience and proficiency in use of general ledger applications (familiarity with Lawson or Sage Intacct software is a differentiating factor). Good written-oral communication and interpersonal skills, and attention to detail. Experience with account reconciliations and fixed assets is a plus. Candidate must be local or willing to relocate to the DMV area. Additional Information Although occurring infrequently, this position may be required to work odd hours based on internal and external customer needs, including, if necessary, evenings, weekends, holidays, and occasional periods of work beyond normal full-time. Occasional lifting and moving of supplies and files weighing as much as 26 pounds in high or tight spaces.
Full Time Regular
About The Kennedy Center “I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit.” – President John F. Kennedy The Kennedy Center is the nation’s cultural center and living memorial to President John F. Kennedy. Located on the banks of the Potomac River in Washington, D.C., the Center presents performances across all genres, and is also home to artistic affiliates Washington National Opera and National Symphony Orchestra. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets Retirement plan with organization matching (after 1 year of employment) Qualifying employer for the Public Student Loan Forgiveness Program (PSLF) Commuter programs including pre-tax options for discounted parking and SmartBenefits (WMATA) Annual Leave, Sick Leave, and Personal Days available immediately upon hire 11 paid holidays per year Medical, Dental, and Vision benefits with FSA and HSA options, and paid FMLA Flexible work arrangements We like to have fun! Check out the Kennedy Center National Dance Day 2023 staff video! Job Description Under the supervision of the Director of Accounting Operations, and Senior Accounting personnel, the General Accountant will support time-sensitive processes in key areas of the Center’s operations. The General Accountant will regularly record, analyze, and reconcile transactions for assigned business operations in collaboration with internal departments. The General Accountant will also assist in the regular preparation of financial analyses and reconciliations in support of reporting to internal and external users including the CFO, the President, Senior Vice Presidents, Committees of the Board, vendors, and the independent auditors. The Kennedy Center’s performance and events business cycle occurs weekly which drives the work efforts of this position. Accounting closes occurs monthly within 10 to 15 business days after the end of the period (last Sunday of the month closest to the 30th). This position’s work efforts, as a result, will also support closing the fiscal period. Key Responsibilities Transaction accounting – Enter daily, weekly, monthly, quarterly and/or annual transaction data into the accounting system. Verify financial data and supporting documents received for accuracy; prepare and enter general ledger journals for assigned areas; and interact with program personnel and other finance team members to resolve questions and obtain revisions to data provided, as necessary. Assigned areas may include but are not limited to cash transactions, fixed assets; federal, performance and external event expense settlements; and events business cycle transactions (credit card payments, KC Internal Purchase Orders (KCIPO) and other receivables/revenues). Month-/Year-end reconciliation tasks Prepare reconciliations between the general ledger and subsidiary ledgers, including bank reconciliations, and resolve reconciling items with research or discussion with program or team members. May update and maintain prepaid expenses, accounts receivable and other asset or liability accounts; maintain and update fixed assets and depreciation schedule; monitor outstanding checks; and manage the escheatment process. May serve as the primary contact for bank account administration; email departments on a periodic basis regarding performance and external show settlements; collect cognizant signatures on federal settlements or collaborate with Senior Accountants or programs on other items as assigned. Billing duties - may review Federal requisitions to determine that items are properly coded, authorized, allowable and reasonable; determine that funds are available prior to submitting Federal requisitions for fund certification; process Federal invoices; review Federal invoices; review and process Federal payroll supplied by a third-party and other Federal accounting duties as assigned. Other critical duties: (a) Assist staff throughout the Center to know and better understand our financial policies and procedures. Participate in group training sessions as well as one-on-one instruction; (b) Support preparation for and participate in annual financial statement audit and other regulatory audits; (c) Suggest improvements in processes to increase effectiveness and compliance as well as assist with any procedural changes as they arise; (d) Purchase Order maintenance; (e) Special Projects and other duties as assigned; (f) Maintain current process documentation for specific duties, and (g) Assist with preparation and implementation of the new ERP system, Sage Intacct with other Finance team members. Other duties as assigned. Key Qualifications At least 2-4 years of general accounting/bookkeeping experience. Bachelor’s degree in business-related field preferred. Critical technical skills: Strong Excel and other Microsoft Office/Teams experience and proficiency in use of general ledger applications (familiarity with Lawson or Sage Intacct software is a differentiating factor). Good written-oral communication and interpersonal skills, and attention to detail. Experience with account reconciliations and fixed assets is a plus. Candidate must be local or willing to relocate to the DMV area. Additional Information Although occurring infrequently, this position may be required to work odd hours based on internal and external customer needs, including, if necessary, evenings, weekends, holidays, and occasional periods of work beyond normal full-time. Occasional lifting and moving of supplies and files weighing as much as 26 pounds in high or tight spaces.
The John F. Kennedy Center for Performing Arts
Washington DC
About the Washington National Opera In 1956, the sound of opera rang out in DC, heralding the birth of a new company. Four decades and countless artistic leaps later, Washington National Opera continues to move boldly forward on the great adventure that began years ago in a university auditorium. Washington National Opera is now one of the nation's leading opera companies and plays to standing room audiences in the Kennedy Center. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets We like to have fun! Check out the Kennedy Center National Dance Day 2023 staff video! Job Description This is a temporary full-time position with a targeted end date around October 1st. The Assistant Manager of Artistic Planning & Operations works closely with the Director of Artistic Planning & Operations and Senior Manager of Artistic Planning & Operations to carry out objectives for the artistic department. Under the oversight of the Director of Artistic Planning & Operations and Senior Manager of Artistic Planning & Operations, the Assistant Manager serves as the secondary point person for WNO chorus, corp dancers, children’s chorus and supers. This includes timesheet collection, payroll processing, and day to day needs. Under the oversight of the Director of Artistic Planning & Operations, and Senior Manager of Artistic Planning & Operations, the Assistant Manager serves as the primary point person for payment tracking and processing for all WNO principal singers, conductors and directors. This includes regular collaboration with the Kennedy Center Finance department. The Assistant Manager serves as a member of artistic planning sessions to facilitate achieving financial goals in the current season. In collaboration with the Director of Artistic Planning & Operations and Senior Manager of Artistic Planning & Operations, this position is also responsible for the processing of principle artist contracts and all WNO director, conductor, choreographer, dancer, chorus, children’s chorus, and super contracts. Key Responsibilities Contract execution (union, independent contractor, etc). In coordination with Senior Manager of Artistic Planning & Operations, they are responsible for drafting, executing, tracking and processing all WNO artistic contracts. In coordination with the Senior Manager, execute contract packages with directors, conductors, and choreographers for upcoming WNO productions. This includes confirming financial terms and also involves the artistic rights in travel and housing arrangements, payment schedules, etc. The Assistant Manager of Artistic Planning & Operations is responsible for drafting, executing, tracking, processing and distribution of payments for all WNO artistic contracts. The Assistant Manager will also serve as the point person for contracts and payroll for the WNO chorus and corps dancers under the oversight of the Senior Manager of Artistic Planning & Operations. Collaboration with Kennedy Center Payroll and Accounts Payable departments to achieve timely all artistic payments; collaboration with WNO Rehearsal Planning team for all artistic auditions and related events. Responsible for processing and reporting accurate financial information to AGMA union representatives. Administrative support to the Director of Artistic Planning and Operations. Other duties as assigned. Key Qualifications 1-3 years of experience in artistic operations/administration preferably within a performing arts organization. Work experience and interest/knowledge in opera, classical music, or performing arts encouraged. Experience with union contracts a strong plus. Expertise in Microsoft Excel for budgeting. Bachelor’s degree or equivalent training/ experience Candidate must be local to the DMV area Additional Information The noise level in the work environment is consistent with an opera environment including frequent exposure to elevated levels of sound from instrumentalists and vocalists. Must have the ability to work flexible hours, including extended hours, evenings and weekends.
Full Time Temporary
About the Washington National Opera In 1956, the sound of opera rang out in DC, heralding the birth of a new company. Four decades and countless artistic leaps later, Washington National Opera continues to move boldly forward on the great adventure that began years ago in a university auditorium. Washington National Opera is now one of the nation's leading opera companies and plays to standing room audiences in the Kennedy Center. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets We like to have fun! Check out the Kennedy Center National Dance Day 2023 staff video! Job Description This is a temporary full-time position with a targeted end date around October 1st. The Assistant Manager of Artistic Planning & Operations works closely with the Director of Artistic Planning & Operations and Senior Manager of Artistic Planning & Operations to carry out objectives for the artistic department. Under the oversight of the Director of Artistic Planning & Operations and Senior Manager of Artistic Planning & Operations, the Assistant Manager serves as the secondary point person for WNO chorus, corp dancers, children’s chorus and supers. This includes timesheet collection, payroll processing, and day to day needs. Under the oversight of the Director of Artistic Planning & Operations, and Senior Manager of Artistic Planning & Operations, the Assistant Manager serves as the primary point person for payment tracking and processing for all WNO principal singers, conductors and directors. This includes regular collaboration with the Kennedy Center Finance department. The Assistant Manager serves as a member of artistic planning sessions to facilitate achieving financial goals in the current season. In collaboration with the Director of Artistic Planning & Operations and Senior Manager of Artistic Planning & Operations, this position is also responsible for the processing of principle artist contracts and all WNO director, conductor, choreographer, dancer, chorus, children’s chorus, and super contracts. Key Responsibilities Contract execution (union, independent contractor, etc). In coordination with Senior Manager of Artistic Planning & Operations, they are responsible for drafting, executing, tracking and processing all WNO artistic contracts. In coordination with the Senior Manager, execute contract packages with directors, conductors, and choreographers for upcoming WNO productions. This includes confirming financial terms and also involves the artistic rights in travel and housing arrangements, payment schedules, etc. The Assistant Manager of Artistic Planning & Operations is responsible for drafting, executing, tracking, processing and distribution of payments for all WNO artistic contracts. The Assistant Manager will also serve as the point person for contracts and payroll for the WNO chorus and corps dancers under the oversight of the Senior Manager of Artistic Planning & Operations. Collaboration with Kennedy Center Payroll and Accounts Payable departments to achieve timely all artistic payments; collaboration with WNO Rehearsal Planning team for all artistic auditions and related events. Responsible for processing and reporting accurate financial information to AGMA union representatives. Administrative support to the Director of Artistic Planning and Operations. Other duties as assigned. Key Qualifications 1-3 years of experience in artistic operations/administration preferably within a performing arts organization. Work experience and interest/knowledge in opera, classical music, or performing arts encouraged. Experience with union contracts a strong plus. Expertise in Microsoft Excel for budgeting. Bachelor’s degree or equivalent training/ experience Candidate must be local to the DMV area Additional Information The noise level in the work environment is consistent with an opera environment including frequent exposure to elevated levels of sound from instrumentalists and vocalists. Must have the ability to work flexible hours, including extended hours, evenings and weekends.
The John F. Kennedy Center for Performing Arts
Washington DC
About The Kennedy Center “I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit.” – President John F. Kennedy The Kennedy Center is the nation’s cultural center and living memorial to President John F. Kennedy. Located on the banks of the Potomac River in Washington, D.C., the Center presents performances across all genres, and is also home to artistic affiliates Washington National Opera and National Symphony Orchestra. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets Retirement plan with organization matching (after 1 year of employment) Qualifying employer for the Public Student Loan Forgiveness Program (PSLF) Commuter programs including pre-tax options for discounted parking and SmartBenefits (WMATA) Annual Leave, Sick Leave, and Personal Days available immediately upon hire 11 paid holidays per year Medical, Dental, and Vision benefits with FSA and HSA options, and paid FMLA Flexible work arrangements We like to have fun! Check out the Kennedy Center National Dance Day 2023 staff video! Job Description The Senior Finance Manager, Federal Appropriations will be instrumental in driving change by establishing efficient and effective financial processes, along with optimal business structures and systems, to support federal budget, procurement, and accounting operations. The individual will provide in-depth financial analysis and reporting in support of the Kennedy Center’s annual operations plans to achieve current and future program objectives. The individual will oversee and manage compliance with federal acquisitions and appropriations law by establishing strong internal controls and procedures to support and account for federal financial activity. The Senior Finance Manager, Federal Appropriations is also responsible for leading, training, and developing staff and maintaining external relationships with financial institutions, auditors, and other third-party partners. Key Responsibilities Establish and maintain the Kennedy Center’s federal finance policies and procedures and ensure federal compliance throughout the organization. Create well-documented workflows and processes to ensure the timely obligation of federal funds and payment of invoices in compliance with the applicable Federal law and internal policies. Review new legislation or regulations and communicate applicability to Kennedy Center programs accordingly. Oversee all phases of the federal appropriations budget at the institutional level and coordinate its development, including formulation, execution, and submission to the Office of Management and Budget (OMB) while meeting all external regulatory deadlines. Provide expert advice to the Vice President, Financial Planning & Analysis, Chief Financial Officer and other senior leaders on budget development, management of funds, availability of funds, and obligation status to ensure program requirements are met and that funds are obtained and utilized in accordance with relevant law and regulation. Monitor the timely and proper recording of federal appropriations financial activity and the related accounting services including input in various systems, reporting, auditing, and internal controls. Develop structures, financial models and methods for funds allocation, cost control, and reporting. Serve as the principal advisor on federal appropriation accounting matters for the Vice President, Accounting and Chief Financial Officer, and as a principal contact for General Services Administration (GSA), and OMB. Manage all required financial reporting for federal activities for the Kennedy Center, ensuring timeliness, accuracy and compliance with relevant regulation and policy. Create, reconcile, and review federal spending reports to determine funds availability at the institutional level on a continuous basis. Ensure that all accounting transactions and reconciliation activities have been performed timely and information is readily available to programs. Support the preparation of financial statements and coordination with independent auditors for all annual and quarterly audit planning and execution functions. Assist in the implementation and upgrades of financial systems, which includes designing systems and processes, migrating data, testing, training, and administration. Develop training materials and presentations to facilitate cross-functional learning and compliance with internal guidelines and procedures. Work with business unit leaders for solutions that drive cross-functional impact. Assist in establishing short and long-range departmental goals, objectives, policies, and operating procedures. Maintains close communication with internal users and decision-makers to stay abreast of business needs or industry trends, opportunities, and threats. Develop benchmarks and key indicators for measuring the financial performance of the Kennedy Center over the short and long-term. Foster a culture of service and excellence that motivates staff and encourages collaboration in order to provide the best experience for our customers. Respond to the needs and requests of Kennedy Center management and staff in a professional and expedient manner. Adhere to all employer policies and procedures. Other duties as assigned. Key Qualifications Bachelor’s degree in accounting, finance, commerce or a related field required. At least five (5) years of experience as a financial manager of federal funds or at least ten (10) years of experience in a finance/ accounting role within the nonprofit industry. MBA or CPA is a plus. Expert in quantitative analysis and use of Microsoft Excel including complex formulas and financial modeling. Power Query knowledge is a plus. Proven track record of driving innovation and continuous improvements while championing change. Strong leadership and problem-solving skills that bring a department together to foster teamwork and achieve great results. Strong organizational, conflict management, analytical, and strategic thinking skills Ability to adapt within a rapidly changing environment. Effective communication and follow through that build and maintain strong relationships with internal and external customers
Full Time Regular
About The Kennedy Center “I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit.” – President John F. Kennedy The Kennedy Center is the nation’s cultural center and living memorial to President John F. Kennedy. Located on the banks of the Potomac River in Washington, D.C., the Center presents performances across all genres, and is also home to artistic affiliates Washington National Opera and National Symphony Orchestra. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets Retirement plan with organization matching (after 1 year of employment) Qualifying employer for the Public Student Loan Forgiveness Program (PSLF) Commuter programs including pre-tax options for discounted parking and SmartBenefits (WMATA) Annual Leave, Sick Leave, and Personal Days available immediately upon hire 11 paid holidays per year Medical, Dental, and Vision benefits with FSA and HSA options, and paid FMLA Flexible work arrangements We like to have fun! Check out the Kennedy Center National Dance Day 2023 staff video! Job Description The Senior Finance Manager, Federal Appropriations will be instrumental in driving change by establishing efficient and effective financial processes, along with optimal business structures and systems, to support federal budget, procurement, and accounting operations. The individual will provide in-depth financial analysis and reporting in support of the Kennedy Center’s annual operations plans to achieve current and future program objectives. The individual will oversee and manage compliance with federal acquisitions and appropriations law by establishing strong internal controls and procedures to support and account for federal financial activity. The Senior Finance Manager, Federal Appropriations is also responsible for leading, training, and developing staff and maintaining external relationships with financial institutions, auditors, and other third-party partners. Key Responsibilities Establish and maintain the Kennedy Center’s federal finance policies and procedures and ensure federal compliance throughout the organization. Create well-documented workflows and processes to ensure the timely obligation of federal funds and payment of invoices in compliance with the applicable Federal law and internal policies. Review new legislation or regulations and communicate applicability to Kennedy Center programs accordingly. Oversee all phases of the federal appropriations budget at the institutional level and coordinate its development, including formulation, execution, and submission to the Office of Management and Budget (OMB) while meeting all external regulatory deadlines. Provide expert advice to the Vice President, Financial Planning & Analysis, Chief Financial Officer and other senior leaders on budget development, management of funds, availability of funds, and obligation status to ensure program requirements are met and that funds are obtained and utilized in accordance with relevant law and regulation. Monitor the timely and proper recording of federal appropriations financial activity and the related accounting services including input in various systems, reporting, auditing, and internal controls. Develop structures, financial models and methods for funds allocation, cost control, and reporting. Serve as the principal advisor on federal appropriation accounting matters for the Vice President, Accounting and Chief Financial Officer, and as a principal contact for General Services Administration (GSA), and OMB. Manage all required financial reporting for federal activities for the Kennedy Center, ensuring timeliness, accuracy and compliance with relevant regulation and policy. Create, reconcile, and review federal spending reports to determine funds availability at the institutional level on a continuous basis. Ensure that all accounting transactions and reconciliation activities have been performed timely and information is readily available to programs. Support the preparation of financial statements and coordination with independent auditors for all annual and quarterly audit planning and execution functions. Assist in the implementation and upgrades of financial systems, which includes designing systems and processes, migrating data, testing, training, and administration. Develop training materials and presentations to facilitate cross-functional learning and compliance with internal guidelines and procedures. Work with business unit leaders for solutions that drive cross-functional impact. Assist in establishing short and long-range departmental goals, objectives, policies, and operating procedures. Maintains close communication with internal users and decision-makers to stay abreast of business needs or industry trends, opportunities, and threats. Develop benchmarks and key indicators for measuring the financial performance of the Kennedy Center over the short and long-term. Foster a culture of service and excellence that motivates staff and encourages collaboration in order to provide the best experience for our customers. Respond to the needs and requests of Kennedy Center management and staff in a professional and expedient manner. Adhere to all employer policies and procedures. Other duties as assigned. Key Qualifications Bachelor’s degree in accounting, finance, commerce or a related field required. At least five (5) years of experience as a financial manager of federal funds or at least ten (10) years of experience in a finance/ accounting role within the nonprofit industry. MBA or CPA is a plus. Expert in quantitative analysis and use of Microsoft Excel including complex formulas and financial modeling. Power Query knowledge is a plus. Proven track record of driving innovation and continuous improvements while championing change. Strong leadership and problem-solving skills that bring a department together to foster teamwork and achieve great results. Strong organizational, conflict management, analytical, and strategic thinking skills Ability to adapt within a rapidly changing environment. Effective communication and follow through that build and maintain strong relationships with internal and external customers
ABOUT THE ORGANIZATION:
Commonpoint Queens is a multifaceted community center dedicated to sustaining and enhancing the quality of individual, family and communal life throughout Queens, offering services to people of all ages, ability levels, stages of life and backgrounds. They strive to meet the evolving needs of their community of over 77,000 members ranging from providing in-school and after-school programs, professional and career development, assistance with food insecurity, legal services, financial counseling, mental health services, senior classes, dementia care programs, and tax preparation assistance to name a few. Commonpoint Queens has grown tremendously in the last five years and now has a budget of about $70 MM, a mission-driven staff of 3,000 and close to 70 sites in the five boroughs (although mainly concentrated in Queens).
ABOUT THE OPPORTUNITY:
Within our holistic, strength-focused, and family-supported practice framework, the Chief Financial Officer (CFO) will report to the President and Chief Executive Officer (CEO) and manage a team of roughly 15. The CFO has primary responsibility for overseeing and directing fiscal strategy, financial management, accounting, compliance, and investment activities in support of the goals and mission of Commonpoint Queens.
The successful candidate will partner with the senior leadership and the Board of Directors to develop strategies that support organizational growth, financial stability, and agency impact goals. The CFO also seeks ways to continuously improve the finance department to align with organizational values and expand community investment opportunities. The CFO ensures compliance with relevant laws and contractual requirements and manages organizational risks and liabilities.
Key responsibilities include:
Financial Oversight and Management
Develop credibility for the agency’s financial operations by providing practical, timely, and accurate analysis of budgets, financial reports, cash management, and financial trends and by effectively managing solutions to agency challenges to assist the CEO, the Board, and others on the Leadership Team in leading the organization and fulfilling the mission.
Oversee the comptroller and accounting department to ensure timely completion of monthly general ledger management and accounting close, e.g., accruals, deferred revenue, sub-ledger reconciliation and other monthly closing procedures.
Lead and manage the different branches of the accounting department to ensure accurate and timely budget reporting and financial projections.
Supervise, train, and develop the management of Accounts Receivable, Accounts Payable, Contracts Management, and Payroll.
Maintain all banking relationships and initiate strategies to strengthen cash position.
Collaborate with the accounting department to leverage financial software to ensure the precision of information, facilitate informed decision-making and guide the formulation of effective policies.
Financial Analysis, Strategy, and Budgeting
Spearhead financial growth strategies that respond to the dynamic landscape of Commonpoint Queens. Provide strategic financial input and leadership on issues affecting the organization and its mission, values, and programs.
Establish budget and forecast preparation guidelines and prepare the annual budget in collaboration with the CEO, Senior Leaders, and the Board of Directors.
Drive strategy around continually improving the budgeting process by educating department directors and managers on financial issues impacting department budgets.
Develop a reliable cash flow projection process and reporting mechanism with a minimum cash threshold to meet operating needs.
Engage and play a leadership role in the Board Finance and Investment Committees to develop short, and long-term financial plans and projections.
Compliance and Internal Controls
Oversee the agency audit process and manage the relationship with external auditors. Ensure smooth processes for contract audits.
Monitor compliance with grant record-keeping and billing requirements in alignment with local, state, and federal guidelines, including an annual A-133.
Oversee the finance department’s grants management division to ensure that grants are tracked and matched with corresponding expenses within the accounting system.
ABOUT THE SUCCESSFUL CANDIDATE:
The ideal CFO will be forward-thinking, people-focused, and strategic about financial management and budgeting, community building, team development, and urban engagement. The successful candidate will be a highly credible and accomplished financial strategist, leader and manager, committed to the mission, vision, and values of Commonpoint Queens and energized by its impact in the community.
Qualifications:
Minimum of 15 years senior level financial experience in the nonprofit sector and/or equivalent business experience, with at least 10 years in a senior management position.
A strong track record of understanding and managing government contracts, including regulatory compliance, negotiation, and change management.
Possess strong analytical skills and have a data-driven approach; adept at informing, creating, and managing budgets.
Demonstrated success leveraging exceptional strategic thinking and creative problem-solving skills to improve systems and processes, navigate complexity, overcome challenges, and achieve impact. Strong systems skills required.
Ability to balance the demands of big-picture strategy with day-to-day orientation to details.
Record of accomplishments building and leading effective teams and coaching/developing others to maximize their potential.
A high EQ, and a capacity for embracing change, fostering a team culture that is adaptable, and skillfully guiding individuals through transitions with a reassuring and steady leadership approach.
Clear and effective communicator with extensive experience presenting to executives and boards.
Approachable with strong interpersonal skills and ability to work effectively with a wide variety of people; ability to inspire trust and motivate staff.
Experience intentionally using financial software to produce timely and accurate data.
High standard of ethics, integrity, respect, and humility.
The incoming CFO will bring the following professional and personal attributes to Commonpoint Queens:
Not-for-profit experience: You’ve worked in a not-for-profit agency, understand regulatory compliance expectations of public funding (Federal, State and City-level) and understand some of the unique challenges and opportunities that come with the territory.
Strategic and financial expertise : You will bring experience, insight and a data-driven approach to the executive and board meetings. This insight will provide you with the ability to creatively problem-solve, make decisions, and implement changes quickly and soundly.
Growth and innovation : You will be energized by the potential for compelling opportunities and tackling new problems through programs. You will have the ability to evaluate long-term budgetary strategic direction, help develop strategy, and build the team to execute on it. You also thrive in a fast-paced, dynamic, and inclusive environment.
Building high-performing teams: You have a framework for how organizations build, manage, retain, and inspire great teams. You know leading a team requires incredible communication skills, attention to detail, and the ability to assimilate a high volume of information across disciplines and departments.
Inspiring and thoughtful communications: Your ability to craft the right message to the team in a variety of situations will help the organization stay connected, aligned, and focused.
EDUCATION: BA/BS required; MBA, CPA, CFA, CFP or equivalent advanced accounting and financial experience preferred.
COMPENSATION & BENEFITS: Salary range for this role is $225,000 - $240,000 commensurate with experience.
Commonpoint Queens provides a suite of competitive benefits including health insurance (including dental & vision), FSA, a 403(b) Plan and Pension Plan, Life Insurance, and a generous and flexible PTO system.
LOCATION & EXPECTATIONS: This position reports to offices located in Little Neck, and Forest Hills, Queens with some flexibility. Presence at other locations within NYC may be required, in addition to evening/weekend hours as needed.
HOW TO APPLY: Submit a cover letter AND resume in confidence here .
Commonpoint Queens provides equal employment opportunities to all applicants without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service in accordance with applicable federal, state, and local laws. We encourage candidates from the local Eastern Queens/Western Long Island communities to consider applying for this employment opportunity.
Full Time
ABOUT THE ORGANIZATION:
Commonpoint Queens is a multifaceted community center dedicated to sustaining and enhancing the quality of individual, family and communal life throughout Queens, offering services to people of all ages, ability levels, stages of life and backgrounds. They strive to meet the evolving needs of their community of over 77,000 members ranging from providing in-school and after-school programs, professional and career development, assistance with food insecurity, legal services, financial counseling, mental health services, senior classes, dementia care programs, and tax preparation assistance to name a few. Commonpoint Queens has grown tremendously in the last five years and now has a budget of about $70 MM, a mission-driven staff of 3,000 and close to 70 sites in the five boroughs (although mainly concentrated in Queens).
ABOUT THE OPPORTUNITY:
Within our holistic, strength-focused, and family-supported practice framework, the Chief Financial Officer (CFO) will report to the President and Chief Executive Officer (CEO) and manage a team of roughly 15. The CFO has primary responsibility for overseeing and directing fiscal strategy, financial management, accounting, compliance, and investment activities in support of the goals and mission of Commonpoint Queens.
The successful candidate will partner with the senior leadership and the Board of Directors to develop strategies that support organizational growth, financial stability, and agency impact goals. The CFO also seeks ways to continuously improve the finance department to align with organizational values and expand community investment opportunities. The CFO ensures compliance with relevant laws and contractual requirements and manages organizational risks and liabilities.
Key responsibilities include:
Financial Oversight and Management
Develop credibility for the agency’s financial operations by providing practical, timely, and accurate analysis of budgets, financial reports, cash management, and financial trends and by effectively managing solutions to agency challenges to assist the CEO, the Board, and others on the Leadership Team in leading the organization and fulfilling the mission.
Oversee the comptroller and accounting department to ensure timely completion of monthly general ledger management and accounting close, e.g., accruals, deferred revenue, sub-ledger reconciliation and other monthly closing procedures.
Lead and manage the different branches of the accounting department to ensure accurate and timely budget reporting and financial projections.
Supervise, train, and develop the management of Accounts Receivable, Accounts Payable, Contracts Management, and Payroll.
Maintain all banking relationships and initiate strategies to strengthen cash position.
Collaborate with the accounting department to leverage financial software to ensure the precision of information, facilitate informed decision-making and guide the formulation of effective policies.
Financial Analysis, Strategy, and Budgeting
Spearhead financial growth strategies that respond to the dynamic landscape of Commonpoint Queens. Provide strategic financial input and leadership on issues affecting the organization and its mission, values, and programs.
Establish budget and forecast preparation guidelines and prepare the annual budget in collaboration with the CEO, Senior Leaders, and the Board of Directors.
Drive strategy around continually improving the budgeting process by educating department directors and managers on financial issues impacting department budgets.
Develop a reliable cash flow projection process and reporting mechanism with a minimum cash threshold to meet operating needs.
Engage and play a leadership role in the Board Finance and Investment Committees to develop short, and long-term financial plans and projections.
Compliance and Internal Controls
Oversee the agency audit process and manage the relationship with external auditors. Ensure smooth processes for contract audits.
Monitor compliance with grant record-keeping and billing requirements in alignment with local, state, and federal guidelines, including an annual A-133.
Oversee the finance department’s grants management division to ensure that grants are tracked and matched with corresponding expenses within the accounting system.
ABOUT THE SUCCESSFUL CANDIDATE:
The ideal CFO will be forward-thinking, people-focused, and strategic about financial management and budgeting, community building, team development, and urban engagement. The successful candidate will be a highly credible and accomplished financial strategist, leader and manager, committed to the mission, vision, and values of Commonpoint Queens and energized by its impact in the community.
Qualifications:
Minimum of 15 years senior level financial experience in the nonprofit sector and/or equivalent business experience, with at least 10 years in a senior management position.
A strong track record of understanding and managing government contracts, including regulatory compliance, negotiation, and change management.
Possess strong analytical skills and have a data-driven approach; adept at informing, creating, and managing budgets.
Demonstrated success leveraging exceptional strategic thinking and creative problem-solving skills to improve systems and processes, navigate complexity, overcome challenges, and achieve impact. Strong systems skills required.
Ability to balance the demands of big-picture strategy with day-to-day orientation to details.
Record of accomplishments building and leading effective teams and coaching/developing others to maximize their potential.
A high EQ, and a capacity for embracing change, fostering a team culture that is adaptable, and skillfully guiding individuals through transitions with a reassuring and steady leadership approach.
Clear and effective communicator with extensive experience presenting to executives and boards.
Approachable with strong interpersonal skills and ability to work effectively with a wide variety of people; ability to inspire trust and motivate staff.
Experience intentionally using financial software to produce timely and accurate data.
High standard of ethics, integrity, respect, and humility.
The incoming CFO will bring the following professional and personal attributes to Commonpoint Queens:
Not-for-profit experience: You’ve worked in a not-for-profit agency, understand regulatory compliance expectations of public funding (Federal, State and City-level) and understand some of the unique challenges and opportunities that come with the territory.
Strategic and financial expertise : You will bring experience, insight and a data-driven approach to the executive and board meetings. This insight will provide you with the ability to creatively problem-solve, make decisions, and implement changes quickly and soundly.
Growth and innovation : You will be energized by the potential for compelling opportunities and tackling new problems through programs. You will have the ability to evaluate long-term budgetary strategic direction, help develop strategy, and build the team to execute on it. You also thrive in a fast-paced, dynamic, and inclusive environment.
Building high-performing teams: You have a framework for how organizations build, manage, retain, and inspire great teams. You know leading a team requires incredible communication skills, attention to detail, and the ability to assimilate a high volume of information across disciplines and departments.
Inspiring and thoughtful communications: Your ability to craft the right message to the team in a variety of situations will help the organization stay connected, aligned, and focused.
EDUCATION: BA/BS required; MBA, CPA, CFA, CFP or equivalent advanced accounting and financial experience preferred.
COMPENSATION & BENEFITS: Salary range for this role is $225,000 - $240,000 commensurate with experience.
Commonpoint Queens provides a suite of competitive benefits including health insurance (including dental & vision), FSA, a 403(b) Plan and Pension Plan, Life Insurance, and a generous and flexible PTO system.
LOCATION & EXPECTATIONS: This position reports to offices located in Little Neck, and Forest Hills, Queens with some flexibility. Presence at other locations within NYC may be required, in addition to evening/weekend hours as needed.
HOW TO APPLY: Submit a cover letter AND resume in confidence here .
Commonpoint Queens provides equal employment opportunities to all applicants without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service in accordance with applicable federal, state, and local laws. We encourage candidates from the local Eastern Queens/Western Long Island communities to consider applying for this employment opportunity.
City Auditor’s Office Job Announcement
Performance Auditor II
Opens: October 16, 2023
Closes: October 30, 2023
Salary Range: $93,540.72-$115,009.44/year
Summary
Performance auditors are curious, analytical public servants who are driven to improve City government for those who count on it. The City Auditor is seeking an experienced professional with the ability to conduct complex reviews of government programs. The Performance Auditor II position in the Portland Auditor’s Office is the equivalent to a Senior Auditor at other audit organizations.
The Performance Auditor II is part of an eight-person audit team supervised by the Director and Deputy Director of Audit Services. Together, we analyze the performance and management of City operations, recommend changes to improve services, coordinate the City’s external financial audit, and operate the City’s Fraud Hotline.
Audit Services is one of four divisions in the Portland Auditor’s Office, which is led by an elected City Auditor. The other divisions are Archives and Records Management, Ombudsman’s Office, and Operations Management.
Successful candidates will demonstrate a record of professional experience in government oversight and accountability; a commitment to diversity, equity, and inclusion; and the ability to manage a variety of assignments.
Full Time
City Auditor’s Office Job Announcement
Performance Auditor II
Opens: October 16, 2023
Closes: October 30, 2023
Salary Range: $93,540.72-$115,009.44/year
Summary
Performance auditors are curious, analytical public servants who are driven to improve City government for those who count on it. The City Auditor is seeking an experienced professional with the ability to conduct complex reviews of government programs. The Performance Auditor II position in the Portland Auditor’s Office is the equivalent to a Senior Auditor at other audit organizations.
The Performance Auditor II is part of an eight-person audit team supervised by the Director and Deputy Director of Audit Services. Together, we analyze the performance and management of City operations, recommend changes to improve services, coordinate the City’s external financial audit, and operate the City’s Fraud Hotline.
Audit Services is one of four divisions in the Portland Auditor’s Office, which is led by an elected City Auditor. The other divisions are Archives and Records Management, Ombudsman’s Office, and Operations Management.
Successful candidates will demonstrate a record of professional experience in government oversight and accountability; a commitment to diversity, equity, and inclusion; and the ability to manage a variety of assignments.
Senior Accountant (Housing Authority) Job ID: 107154 Location: Oregon City, Oregon Full/Part Time: Full Time Regular/Temporary:Regular CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: Service Professionalism Integrity Respect Individual accountability Trust By incorporating these values into our daily routines, we can better serve our customers, ourselves and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experience to apply. CLOSE DATE This position will remain open until filled. Applications will be reviewed every Monday. We reserve the right to close this recruitment at any time on or after that date. PAY AND BENEFITS Annual Pay Range: $79,493.86 - $100,646.63 Hourly Pay Range: $38.218203 - $48.387801 Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position. Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees. We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective the first of the month following an employee's date of hire. Attractive benefits package and incentives for employees in regular status positions are detailed below. Generous paid time off package, including: 12 hours of vacation accrued per month Eligible newly hired employees will have the one-time option to frontload their first year of vacation accruals in compliance with EPP 66 - Vacation Leave ! This means you have access to vacation time at time of hire. 8 hours of sick accrued per month 10 paid holidays and 1 personal days per year Other Benefits: Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP): Employer-paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.) A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage A Choice of Dental Plans Robust EAP and wellness programs, including gym discounts and wellness education classes Longevity pay Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan A variety of additional optional benefits (see links below for additional information) This is a full time County position represented by the Housing Authority Employee Association. Housing Authority Represented Full Time Benefits Learn More About Benefits JOB DETAILS AND QUALIFICATIONS The Housing Authority of Clackamas County (HACC) seeks an experienced accounting professional to join our Finance team as a Senior Accountant. This position performs challenging, highly visible, professional accounting assignments to support financial reporting, operations, development, grant reporting, and accounting for funding from new and existing HACC funding sources. The incumbent will independently perform accounting and related financial analyses covered by unique and complicated laws, regulations, policies, and procedures. The incumbent will also be responsible for serving as a technical expert for HACC staff and management. HACC is an independent public corporation that provides Public Housing, Affordable Housing, Housing Choice vouchers, and resident services to low-income residents of Clackamas County. Required Minimum Qualifications/ Transferrable Skills:* A minimum of five (5) years of progressively responsible advanced-level accounting/auditing experience Any combination of relevant education and training in a relevant discipline that would likely provide the required knowledge and skills may substitute for up to one (1) year of the required years of experience Experience ensuring compliance with audit, contracts, or grant requirements Demonstrated experience advancing racial equity in a workplace and/or community setting Thorough knowledge of Generally Accepted Accounting Principles (GAAP) Effective oral and written communication skills Must pass a criminal history check which may include national or state fingerprint records check Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment. Learn more about the County's driving policy Preferred Special Qualifications/ Transferrable Skills:* Demonstrated knowledge of OMB's Uniform Guidance 2 CFR 200, Single Audit, and state grant regulations, as demonstrated through professional work experience Experience with governmental accounting and budgeting procedures and operations Experience with the preparation of a Comprehensive Annual Financial Report (CAFR) Possession of a certification such as an Oregon Certified Public Accountant (CPA), Certified Management Accountant (CMA), or Grants Management certification Thorough knowledge of grant funding processes, reporting, and regulations Knowledge of HUD and grant reporting requirements Knowledge of laws, rules, and regulations related to housing authorities *For Veterans qualified for Veteran's Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position. TYPICAL TASKS Under supervision, duties may include but are not limited to the following: Perform complex accounting functions related to auditing, general ledger, budgeting, grants management, HUD programs, property acquisitions, construction projects, and Low-Income Housing Tax Credit projects for finance. Provide regular analysis of financial reporting for properties, grants, and development projects and consolidation of information for entity-wide financial reporting requirements to lenders, H3S management, and as required by grantors and auditors. Assist with preparing the annual budget, including interfacing with department managers to bring budget information together for assimilation into the agency budget for presentation to the HACC board. Prepare extensive reports and other documents that detail HACC's financial position. Track, monitor, and perform reporting for HUD, Metro grants, and future tax measures as necessary. Track project costs for development and provide oversight of projects for development, finance, property management, grant program staff, and financial reporting. Provide data analysis for HUD programs to ensure appropriate classification of revenues and expenditures for reporting purposes and compliance with applicable laws and grants/funding requirements. Coordinate audit scheduling, prepare required audit documentation, review audit schedules prepared by other staff, and track documents for HACC's annual audit. Assist with the preparation of HACC financial statements. Guide the preparation of and review supporting documentation to journal entries before posting to the general ledger to ensure accuracy in compliance with policies and procedures. Plans, conducts, and leads field and in-depth program financial examinations of complex financial information to prepare financial reports to maintain records of assets, liabilities, income/revenue and losses, or other financial activities. Review and implement policies and procedures for new laws and regulations by GASB, OMB, HUND, and grantors. Functions as a technical resource to other fiscal staff by providing expertise and guidance in a particular financial or accounting subject. As assigned, provides lead direction to the work of others in office support or accounting classifications. Analyzes operations, including financial commitments and obligations. Develop trend analysis to project future revenues and expenses. Provide consultation and recommendations to senior management. REQUIRED KNOWLEDGE AND SKILLS Thorough knowledge of: the principles and practices of accounting and auditing; governmental accounting and budgeting procedures and operations; Generally Accepted Accounting Principles (GAAP); Governmental Accounting Standards (GASB statements); techniques used to locate errors in accounting records; computerized accounting systems and how they aid in compiling, maintaining and using accounting information; general laws and rules regulating and influencing County fiscal operations; data processing as it relates to accounting records and applications; general office practices and procedures; application and use of standard office equipment. Skill to: Use accounting-related software and financial reporting systems; design, generate and reconcile accounting reports, statements, projections and schedules; interpret and apply accounting and fiscal-related laws, ordinances, rules, regulations, policies and procedures; prepare and maintain accurate reports, spreadsheets and fiscal records; apply and adapt established accounting principles and procedures to a variety of County fiscal applications; apply mathematical and statistical analysis to data from various sources, draw logical conclusions and make appropriate recommendations; communicate professionally, clearly and concisely, both orally and in writing; establish and maintain effective working relationships with co-workers, managers, customers and the general public. WORK SCHEDULE This position is included in the County's alternate workweek program, working 40 hours during a standard workweek of Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position at the time an offer of employment is extended. This position is eligible for hybrid on-site/telework subject to the Clackamas County Teleworking Policy and based on the Department's business needs. The exact amount of on-site/telework and schedule will be discussed with the hiring manager during time of offer. Telework locations cannot be located outside of Oregon or Washington. Washington residents must perform 50% of their time on-site at Clackamas County. EXPLORE CLACKAMAS COUNTY Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents. Explore Clackamas County Working for Clackamas County Recreation, Arts & Heritage Equity, Diversity and Inclusion ABOUT THE DEPARTMENT The Housing and Community Development Division (HCD), within the Department of Human Services, manages programs to provide decent housing and economic opportunities, community improvement and affordable housing projects and housing rehabilitation loan programs for low and moderate income residents of the County. HCD is comprised of the Housing Authority of Clackamas County (HACC) and Community Development Division. The Housing Authority of Clackamas County is a public corporation, established under the federal Housing Act of 1937 and the provisions of Chapter 456 of the Oregon Revised Statutes. Although it is a separate public corporation, the HACC falls under the administrative structure of Clackamas County government. Created in 1938, HACC was the first housing authority established in the State of Oregon. The HACC provides affordable, safe, decent and sanitary housing opportunities in a fiscally responsible manner to low-income people in Clackamas County. Learn more about the Housing Authority of Clackamas County APPLICATION PROCESS Clackamas County only accepts online applications. Help With Your Application: Application Process Help with the Application If you have any questions or issues you may contact the Department of Human Resources at 503-655-8459 or e-mail us . Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays). HOW TO CLAIM VETERAN'S PREFERENCE Request Veterans' Preference Learn more about the County's Veterans' Preference VISA SPONSORSHIP Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day. EQUAL EMPLOYMENT OPPORTUNITY Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job. If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process. RECRUITING QUESTIONS? James Callahan, Recruiter JCallahan@clackamas.us To apply, visit https://hrapp.clackamas.us/psc/recruit/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&JobOpeningId=107154&PostingSeq=1&SiteId=1&languageCd=ENG&FOCUS=Applicant jeid-2b9102c204fa7f43905ecaaa654ce1f4
Full Time
Senior Accountant (Housing Authority) Job ID: 107154 Location: Oregon City, Oregon Full/Part Time: Full Time Regular/Temporary:Regular CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: Service Professionalism Integrity Respect Individual accountability Trust By incorporating these values into our daily routines, we can better serve our customers, ourselves and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experience to apply. CLOSE DATE This position will remain open until filled. Applications will be reviewed every Monday. We reserve the right to close this recruitment at any time on or after that date. PAY AND BENEFITS Annual Pay Range: $79,493.86 - $100,646.63 Hourly Pay Range: $38.218203 - $48.387801 Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position. Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees. We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective the first of the month following an employee's date of hire. Attractive benefits package and incentives for employees in regular status positions are detailed below. Generous paid time off package, including: 12 hours of vacation accrued per month Eligible newly hired employees will have the one-time option to frontload their first year of vacation accruals in compliance with EPP 66 - Vacation Leave ! This means you have access to vacation time at time of hire. 8 hours of sick accrued per month 10 paid holidays and 1 personal days per year Other Benefits: Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP): Employer-paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.) A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage A Choice of Dental Plans Robust EAP and wellness programs, including gym discounts and wellness education classes Longevity pay Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan A variety of additional optional benefits (see links below for additional information) This is a full time County position represented by the Housing Authority Employee Association. Housing Authority Represented Full Time Benefits Learn More About Benefits JOB DETAILS AND QUALIFICATIONS The Housing Authority of Clackamas County (HACC) seeks an experienced accounting professional to join our Finance team as a Senior Accountant. This position performs challenging, highly visible, professional accounting assignments to support financial reporting, operations, development, grant reporting, and accounting for funding from new and existing HACC funding sources. The incumbent will independently perform accounting and related financial analyses covered by unique and complicated laws, regulations, policies, and procedures. The incumbent will also be responsible for serving as a technical expert for HACC staff and management. HACC is an independent public corporation that provides Public Housing, Affordable Housing, Housing Choice vouchers, and resident services to low-income residents of Clackamas County. Required Minimum Qualifications/ Transferrable Skills:* A minimum of five (5) years of progressively responsible advanced-level accounting/auditing experience Any combination of relevant education and training in a relevant discipline that would likely provide the required knowledge and skills may substitute for up to one (1) year of the required years of experience Experience ensuring compliance with audit, contracts, or grant requirements Demonstrated experience advancing racial equity in a workplace and/or community setting Thorough knowledge of Generally Accepted Accounting Principles (GAAP) Effective oral and written communication skills Must pass a criminal history check which may include national or state fingerprint records check Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment. Learn more about the County's driving policy Preferred Special Qualifications/ Transferrable Skills:* Demonstrated knowledge of OMB's Uniform Guidance 2 CFR 200, Single Audit, and state grant regulations, as demonstrated through professional work experience Experience with governmental accounting and budgeting procedures and operations Experience with the preparation of a Comprehensive Annual Financial Report (CAFR) Possession of a certification such as an Oregon Certified Public Accountant (CPA), Certified Management Accountant (CMA), or Grants Management certification Thorough knowledge of grant funding processes, reporting, and regulations Knowledge of HUD and grant reporting requirements Knowledge of laws, rules, and regulations related to housing authorities *For Veterans qualified for Veteran's Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position. TYPICAL TASKS Under supervision, duties may include but are not limited to the following: Perform complex accounting functions related to auditing, general ledger, budgeting, grants management, HUD programs, property acquisitions, construction projects, and Low-Income Housing Tax Credit projects for finance. Provide regular analysis of financial reporting for properties, grants, and development projects and consolidation of information for entity-wide financial reporting requirements to lenders, H3S management, and as required by grantors and auditors. Assist with preparing the annual budget, including interfacing with department managers to bring budget information together for assimilation into the agency budget for presentation to the HACC board. Prepare extensive reports and other documents that detail HACC's financial position. Track, monitor, and perform reporting for HUD, Metro grants, and future tax measures as necessary. Track project costs for development and provide oversight of projects for development, finance, property management, grant program staff, and financial reporting. Provide data analysis for HUD programs to ensure appropriate classification of revenues and expenditures for reporting purposes and compliance with applicable laws and grants/funding requirements. Coordinate audit scheduling, prepare required audit documentation, review audit schedules prepared by other staff, and track documents for HACC's annual audit. Assist with the preparation of HACC financial statements. Guide the preparation of and review supporting documentation to journal entries before posting to the general ledger to ensure accuracy in compliance with policies and procedures. Plans, conducts, and leads field and in-depth program financial examinations of complex financial information to prepare financial reports to maintain records of assets, liabilities, income/revenue and losses, or other financial activities. Review and implement policies and procedures for new laws and regulations by GASB, OMB, HUND, and grantors. Functions as a technical resource to other fiscal staff by providing expertise and guidance in a particular financial or accounting subject. As assigned, provides lead direction to the work of others in office support or accounting classifications. Analyzes operations, including financial commitments and obligations. Develop trend analysis to project future revenues and expenses. Provide consultation and recommendations to senior management. REQUIRED KNOWLEDGE AND SKILLS Thorough knowledge of: the principles and practices of accounting and auditing; governmental accounting and budgeting procedures and operations; Generally Accepted Accounting Principles (GAAP); Governmental Accounting Standards (GASB statements); techniques used to locate errors in accounting records; computerized accounting systems and how they aid in compiling, maintaining and using accounting information; general laws and rules regulating and influencing County fiscal operations; data processing as it relates to accounting records and applications; general office practices and procedures; application and use of standard office equipment. Skill to: Use accounting-related software and financial reporting systems; design, generate and reconcile accounting reports, statements, projections and schedules; interpret and apply accounting and fiscal-related laws, ordinances, rules, regulations, policies and procedures; prepare and maintain accurate reports, spreadsheets and fiscal records; apply and adapt established accounting principles and procedures to a variety of County fiscal applications; apply mathematical and statistical analysis to data from various sources, draw logical conclusions and make appropriate recommendations; communicate professionally, clearly and concisely, both orally and in writing; establish and maintain effective working relationships with co-workers, managers, customers and the general public. WORK SCHEDULE This position is included in the County's alternate workweek program, working 40 hours during a standard workweek of Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position at the time an offer of employment is extended. This position is eligible for hybrid on-site/telework subject to the Clackamas County Teleworking Policy and based on the Department's business needs. The exact amount of on-site/telework and schedule will be discussed with the hiring manager during time of offer. Telework locations cannot be located outside of Oregon or Washington. Washington residents must perform 50% of their time on-site at Clackamas County. EXPLORE CLACKAMAS COUNTY Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents. Explore Clackamas County Working for Clackamas County Recreation, Arts & Heritage Equity, Diversity and Inclusion ABOUT THE DEPARTMENT The Housing and Community Development Division (HCD), within the Department of Human Services, manages programs to provide decent housing and economic opportunities, community improvement and affordable housing projects and housing rehabilitation loan programs for low and moderate income residents of the County. HCD is comprised of the Housing Authority of Clackamas County (HACC) and Community Development Division. The Housing Authority of Clackamas County is a public corporation, established under the federal Housing Act of 1937 and the provisions of Chapter 456 of the Oregon Revised Statutes. Although it is a separate public corporation, the HACC falls under the administrative structure of Clackamas County government. Created in 1938, HACC was the first housing authority established in the State of Oregon. The HACC provides affordable, safe, decent and sanitary housing opportunities in a fiscally responsible manner to low-income people in Clackamas County. Learn more about the Housing Authority of Clackamas County APPLICATION PROCESS Clackamas County only accepts online applications. Help With Your Application: Application Process Help with the Application If you have any questions or issues you may contact the Department of Human Resources at 503-655-8459 or e-mail us . Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays). HOW TO CLAIM VETERAN'S PREFERENCE Request Veterans' Preference Learn more about the County's Veterans' Preference VISA SPONSORSHIP Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day. EQUAL EMPLOYMENT OPPORTUNITY Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job. If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process. RECRUITING QUESTIONS? James Callahan, Recruiter JCallahan@clackamas.us To apply, visit https://hrapp.clackamas.us/psc/recruit/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&JobOpeningId=107154&PostingSeq=1&SiteId=1&languageCd=ENG&FOCUS=Applicant jeid-2b9102c204fa7f43905ecaaa654ce1f4
Accounting Specialist 2 Job ID: 106932 Location: Oregon City, Oregon Full/Part Time: Full Time Regular/Temporary:Regular CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: Service Professionalism Integrity Respect Individual accountability Trust By incorporating these values into our daily routines, we can better serve our customers, ourselves and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experience to apply. CLOSE DATE This position will remain open until filled. The first application review will be Thursday, June 29, 2023. We reserve the right to close this recruitment at any time on or after that date. PAY AND BENEFITS Annual Pay Range: $48,060.00 - $60,721.82 Hourly Pay Range: $23.105770 - $29.193184 The listed salary range will be increased by a 4.5% Cost of Living Adjustment (COLA) on July 1, 2023 . Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position. Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees. We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective the first of the month following an employee's date of hire. Attractive benefits package and incentives for employees in regular status positions are detailed below. Generous paid time off package, including: 12 hours of vacation accrued per month 8 hours of sick accrued per month 10 paid holidays and 1 personal day per year Other Benefits: Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP): Employer paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.) OPSRP members get vested after five years of contributions or when they reach age 65 A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage A Choice of Dental Plans Robust EAP and wellness programs, including gym discounts and wellness education classes Longevity pay Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan A variety of additional optional benefits (see links below for additional information) This is a full time County position represented by the Employees' Association. Employees' Association (EA) Full Time Benefits Learn More About Benefits JOB DETAILS AND QUALIFICATIONS Clackamas County's Housing & Community Development Division (HCDD) seeks a highly motivated, experienced, and detail-oriented accounting and finance professional with excellent technology, data entry, and written and oral communication skills to join our team as an Accounting Specialist 2. The selected candidate will perform the Accounts Payable functions for the Housing & Community Development Divisions (HCDD), including reviewing invoices and supporting documentation for fiscal compliance, preparing vouchers, verifying appropriate approvals and account coding, and coordinating with the county's central finance department on invoice payment. The work requires detailed knowledge of the purpose, methods, and practices of professional financial recordkeeping. This position reconciles, balances, corrects, and maintains accounting records and prepares and analyzes financial, statistical, and accounting summaries and reports for HCDD. The Accounting Specialist 2 will also process interfund requests, including the preparation of interfunds and supporting documentation, verifying appropriate approvals, and account coding. The person in this position will respond to requests and inquiries from internal and external customers, including community-based partner agencies that the counties relies on to deliver critical housing and homeless services. This position, function independently, and exercise independent judgment within the framework of existing accounting policies and procedures. Required Minimum Qualifications/ Transferrable Skills:* A minimum of two (2) years of relevant experience with basic accounting and bookkeeping, including processing accounts payable Experience analyzing financial problems by applying accounting principles, concepts, and theories to develop solutions and recommendations Experience providing customer service with both external and internal customers Experience communicating effectively across teams and stakeholders to meet shared goals, including communicating financial information in a way that can be easily understood by individuals with limited finance proficiency Experience using accounting software programs in an integrated Financial Management Information System, preference given for recent PeopleSoft financial applications experience. Working knowledge of Generally Accepted Accounting Principles (GAAP) Proficiency in key concepts related to Equity, Diversity, and Inclusion and a commitment to leading with these values and supporting the effective delivery programs and services that prioritize historically marginalized communities Must pass a criminal history check which may include national or state fingerprint records check Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment. Learn more about the County's driving policy Preferred Special Qualifications/ Transferrable Skills:* Exposure to, training in, or experience with PeopleSoft or similar financial management software, Crystal, NVision or similar report generating software and Microsoft Office productsExperience processing accounts payable for a state or local government *For Veterans qualified for Veteran's Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position. TYPICAL TASKS Duties may include but are not limited to the following: Perform Accounts Payable functions for the Housing & Community Development Division, including reviewing invoices and supporting documentation for fiscal compliance, preparing vouchers, verifying appropriate approvals and account coding, and coordinating with Central Finance on invoice payment. Process interfund requests, including the preparation of interfunds and supporting documentation, verifying appropriate approvals and account coding. Process employee's reimbursement requests, including reviewing supporting documentation and verifying appropriate approvals and account coding. Reconcile Procurement Card statements, verify appropriate account coding, and ensuring sufficient back-up documentation has been provided. Prepare and process journal entries at the direction of senior finance staff, as necessary. Provide internal and external customer service, including answering questions and/or providing technical assistance, to other county staff, contracted service providers, and external auditors. Participate in the development and maintenance of internal accounting systems and accounting control records. Other fiscal duties, as assigned. REQUIRED KNOWLEDGE AND SKILLS Thorough knowledge of: Policies, procedures and practices related to assigned accounting system. Working knowledge of: Methods and practices of financial recordkeeping; applicable federal, state and local statutes, rules and regulations; financial terminology; basic financial information systems and spreadsheet software; basic math; software applications for accounting systems; office practices, procedures and equipment. Skill to: Interpret and apply the principles, laws, and procedures involved in financial recordkeeping and accounting functions; prepare financial reports and maintain ledgers and journals; analyze data and draw logical conclusions; reconcile differences within the recordkeeping system; understand the recordkeeping system and the relationship among accounting records and documents; provide customer service by effectively meeting and interacting with the public, coworkers and personnel of other departments in a courteous, professional manner; establish and maintain effective working relationships with department, County and other personnel; communicate effectively, both orally and in writing; operate computer software and other office equipment. WORK SCHEDULE This position is included in the County's alternate workweek program, working 40 hours during a standard workweek of Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position at the time an offer of employment is extended. This position is eligible for hybrid on-site/telework subject to the Clackamas County Teleworking Policy and based on the Department's business needs. The exact amount of on-site/telework and schedule will be discussed with the hiring manager during time of offer. Telework locations cannot be located outside of Oregon or Washington. Washington residents must perform 50% of their time on-site at Clackamas County. EXPLORE CLACKAMAS COUNTY Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents. Explore Clackamas County Working for Clackamas County Recreation, Arts & Heritage Equity, Diversity and Inclusion ABOUT THE DEPARTMENT The Housing and Community Development Division (HCDD), within the Department of Health, Housing & Human Services, manages homeless services programs and programs to provide housing and economic opportunity, community improvement and rehabilitation, and affordable housing development for low and moderate-income residents of Clackamas County. HCD is comprised of the Housing Authority of Clackamas County (HACC), Housing Services, and Community Preservation. Learn more about Health, Housing, and Human Services APPLICATION PROCESS Clackamas County only accepts online applications. Help With Your Application: Application Process Help with the Application If you have any questions or issues you may contact the Department of Human Resources at 503-655-8459 or e-mail us . Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays). HOW TO CLAIM VETERAN'S PREFERENCE Request Veterans' Preference Learn more about the County's Veterans' Preference VISA SPONSORSHIP Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day. EQUAL EMPLOYMENT OPPORTUNITY Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job. If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process. RECRUITING QUESTIONS? James Callahan, Recruiter JCallahan@clackamas.us To apply, visit https://hrapp.clackamas.us/psc/recruit/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&JobOpeningId=106932&PostingSeq=1&SiteId=1&languageCd=ENG&FOCUS=Applicant jeid-3747c0887d52024392a275a86f40ff60
Full Time
Accounting Specialist 2 Job ID: 106932 Location: Oregon City, Oregon Full/Part Time: Full Time Regular/Temporary:Regular CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: Service Professionalism Integrity Respect Individual accountability Trust By incorporating these values into our daily routines, we can better serve our customers, ourselves and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experience to apply. CLOSE DATE This position will remain open until filled. The first application review will be Thursday, June 29, 2023. We reserve the right to close this recruitment at any time on or after that date. PAY AND BENEFITS Annual Pay Range: $48,060.00 - $60,721.82 Hourly Pay Range: $23.105770 - $29.193184 The listed salary range will be increased by a 4.5% Cost of Living Adjustment (COLA) on July 1, 2023 . Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position. Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees. We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective the first of the month following an employee's date of hire. Attractive benefits package and incentives for employees in regular status positions are detailed below. Generous paid time off package, including: 12 hours of vacation accrued per month 8 hours of sick accrued per month 10 paid holidays and 1 personal day per year Other Benefits: Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP): Employer paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.) OPSRP members get vested after five years of contributions or when they reach age 65 A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage A Choice of Dental Plans Robust EAP and wellness programs, including gym discounts and wellness education classes Longevity pay Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan A variety of additional optional benefits (see links below for additional information) This is a full time County position represented by the Employees' Association. Employees' Association (EA) Full Time Benefits Learn More About Benefits JOB DETAILS AND QUALIFICATIONS Clackamas County's Housing & Community Development Division (HCDD) seeks a highly motivated, experienced, and detail-oriented accounting and finance professional with excellent technology, data entry, and written and oral communication skills to join our team as an Accounting Specialist 2. The selected candidate will perform the Accounts Payable functions for the Housing & Community Development Divisions (HCDD), including reviewing invoices and supporting documentation for fiscal compliance, preparing vouchers, verifying appropriate approvals and account coding, and coordinating with the county's central finance department on invoice payment. The work requires detailed knowledge of the purpose, methods, and practices of professional financial recordkeeping. This position reconciles, balances, corrects, and maintains accounting records and prepares and analyzes financial, statistical, and accounting summaries and reports for HCDD. The Accounting Specialist 2 will also process interfund requests, including the preparation of interfunds and supporting documentation, verifying appropriate approvals, and account coding. The person in this position will respond to requests and inquiries from internal and external customers, including community-based partner agencies that the counties relies on to deliver critical housing and homeless services. This position, function independently, and exercise independent judgment within the framework of existing accounting policies and procedures. Required Minimum Qualifications/ Transferrable Skills:* A minimum of two (2) years of relevant experience with basic accounting and bookkeeping, including processing accounts payable Experience analyzing financial problems by applying accounting principles, concepts, and theories to develop solutions and recommendations Experience providing customer service with both external and internal customers Experience communicating effectively across teams and stakeholders to meet shared goals, including communicating financial information in a way that can be easily understood by individuals with limited finance proficiency Experience using accounting software programs in an integrated Financial Management Information System, preference given for recent PeopleSoft financial applications experience. Working knowledge of Generally Accepted Accounting Principles (GAAP) Proficiency in key concepts related to Equity, Diversity, and Inclusion and a commitment to leading with these values and supporting the effective delivery programs and services that prioritize historically marginalized communities Must pass a criminal history check which may include national or state fingerprint records check Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment. Learn more about the County's driving policy Preferred Special Qualifications/ Transferrable Skills:* Exposure to, training in, or experience with PeopleSoft or similar financial management software, Crystal, NVision or similar report generating software and Microsoft Office productsExperience processing accounts payable for a state or local government *For Veterans qualified for Veteran's Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position. TYPICAL TASKS Duties may include but are not limited to the following: Perform Accounts Payable functions for the Housing & Community Development Division, including reviewing invoices and supporting documentation for fiscal compliance, preparing vouchers, verifying appropriate approvals and account coding, and coordinating with Central Finance on invoice payment. Process interfund requests, including the preparation of interfunds and supporting documentation, verifying appropriate approvals and account coding. Process employee's reimbursement requests, including reviewing supporting documentation and verifying appropriate approvals and account coding. Reconcile Procurement Card statements, verify appropriate account coding, and ensuring sufficient back-up documentation has been provided. Prepare and process journal entries at the direction of senior finance staff, as necessary. Provide internal and external customer service, including answering questions and/or providing technical assistance, to other county staff, contracted service providers, and external auditors. Participate in the development and maintenance of internal accounting systems and accounting control records. Other fiscal duties, as assigned. REQUIRED KNOWLEDGE AND SKILLS Thorough knowledge of: Policies, procedures and practices related to assigned accounting system. Working knowledge of: Methods and practices of financial recordkeeping; applicable federal, state and local statutes, rules and regulations; financial terminology; basic financial information systems and spreadsheet software; basic math; software applications for accounting systems; office practices, procedures and equipment. Skill to: Interpret and apply the principles, laws, and procedures involved in financial recordkeeping and accounting functions; prepare financial reports and maintain ledgers and journals; analyze data and draw logical conclusions; reconcile differences within the recordkeeping system; understand the recordkeeping system and the relationship among accounting records and documents; provide customer service by effectively meeting and interacting with the public, coworkers and personnel of other departments in a courteous, professional manner; establish and maintain effective working relationships with department, County and other personnel; communicate effectively, both orally and in writing; operate computer software and other office equipment. WORK SCHEDULE This position is included in the County's alternate workweek program, working 40 hours during a standard workweek of Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position at the time an offer of employment is extended. This position is eligible for hybrid on-site/telework subject to the Clackamas County Teleworking Policy and based on the Department's business needs. The exact amount of on-site/telework and schedule will be discussed with the hiring manager during time of offer. Telework locations cannot be located outside of Oregon or Washington. Washington residents must perform 50% of their time on-site at Clackamas County. EXPLORE CLACKAMAS COUNTY Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents. Explore Clackamas County Working for Clackamas County Recreation, Arts & Heritage Equity, Diversity and Inclusion ABOUT THE DEPARTMENT The Housing and Community Development Division (HCDD), within the Department of Health, Housing & Human Services, manages homeless services programs and programs to provide housing and economic opportunity, community improvement and rehabilitation, and affordable housing development for low and moderate-income residents of Clackamas County. HCD is comprised of the Housing Authority of Clackamas County (HACC), Housing Services, and Community Preservation. Learn more about Health, Housing, and Human Services APPLICATION PROCESS Clackamas County only accepts online applications. Help With Your Application: Application Process Help with the Application If you have any questions or issues you may contact the Department of Human Resources at 503-655-8459 or e-mail us . Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays). HOW TO CLAIM VETERAN'S PREFERENCE Request Veterans' Preference Learn more about the County's Veterans' Preference VISA SPONSORSHIP Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day. EQUAL EMPLOYMENT OPPORTUNITY Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job. If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process. RECRUITING QUESTIONS? James Callahan, Recruiter JCallahan@clackamas.us To apply, visit https://hrapp.clackamas.us/psc/recruit/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&JobOpeningId=106932&PostingSeq=1&SiteId=1&languageCd=ENG&FOCUS=Applicant jeid-3747c0887d52024392a275a86f40ff60
California Lutheran University
Thousand Oaks, CA, United States
Associate Vice President for Finance and Controller Position Category: Staff (Exempt) FLSA: Exempt FTE: 1 Location: Thousand Oaks University Background: The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity. Basic Function: The Associate Vice President for Finance/Controller is a senior-level management position within the Administration and Finance Division that reports to the Vice President for Finance. The AVP oversees and reports on the university's annual financial operations whose totals are approximately $115 million and whose net assets are approximately $310 million. He/she/they also directly manages a department budget of $1.2 million and a current staff of 16 people. The incumbent is responsible for the accuracy, integrity, and maintenance of all university financial records and systems. The incumbent also directs, coordinates, and provides strategic oversight and strong administrative leadership of the university's general accounting, financial operations, analysis and reporting, grant and endowment accounting, tax reporting, bond compliance, student financial services, financial systems management, and external audits. Additionally, the AVP for Finance/Controller interfaces with the Board of Regents' committees for finance, audit, and investment. Representative Duties: Treasury and Investments Manage and maintain relationships with service providers, such as commercial banks, endowment advisors, and independent auditors to maximize value. Ensure endowments are administered in accordance with donor restrictions, industry accounting standards and UPMIFA, and that the spending policies approved by the Board of Regents are appropriately enforced. Make stock and asset trades as directed by the Investment Committee of the Board of Regents. Oversee the accurate maintenance of banking and investment records, ensuring accounts are reconciled monthly and all transactions are properly accounted for in a timely fashion. Manage timely and accurate tax-exempt bond accounting and bond project reporting while ensuring overall compliance with reporting standards as required by outside entities. Monitor the university operating short-term investments, endowment investments, and bond reserve fund investments and offer proposed interventions as necessary. Manage and make accessible to the president the university’s cash flow position. Financial Reporting Manage the general ledger closing and the monthly and annual financial reports, ensuring timeliness and accuracy Analyze complex financial and statistical data and prepare accounting statements, summary conclusions and recommendations in accordance with generally accepted accounting principles. Monitor the university’s financial records to ensure precision and integrity of all data. Assist the Vice President for Finance in developing presentation materials, reports, and financial analysis and modeling for various meetings. This includes meetings with the Cabinet, Board of Regents, Deans Council, Budget Committee, rating agencies and other internal and external entities. Assist in the staffing of Board of Regents’ committees for Audit, Investment, and Finance & Administration. Forecasting and Analysis Create and manage the budget for the Business Office. Generate reports that analyze university spending and related trends. This includes but is not limited to forecasting and preparing cost studies for management and the Board of Regents through the use of relevant and strategic dashboards. Prepare pro-forma financial plans for new programs, new construction projects, etc. that are under consideration. This includes a projected impact on financial statements and financial ratios. Provide oversight of financing for capital/equipment, technology and long and short-term facilities planning. Work closely with university management to identify and analyze various financial and budgetary issues, strategic and financial planning efforts. Work collaboratively with key functional areas of the university including human resources, registrar, admissions, international programs, facilities, information technology, and academic affairs to ensure seamless business operations. Support the Vice President for Finance and/or Executive Director of Budget and Financial Planning as needed with additional financial and accounting duties. Audit and Regulatory Filings Prepare, in coordination with university’s independent auditors, the annual review of financial statements and information for audits (financial statements, federal awards, retirement plan, and KCLU radio station). Prepare regulatory reporting and tax returns. This includes all federal, state and private higher education fiscal reporting requirements and surveys for benchmarking. Ensure that the Conflict of Interest process is completed annually Conducts ongoing research, monitors, interprets, and implements generally accepted accounting principles, tax rules, grant requirements, and other regulatory and compliance requirements. Systems and Internal Controls Support and guide the Business Office to further streamline business processes, optimize the use of technology and oversee technology upgrades, implement digital tools, ensure compliance with security policies and maintain useful departmental webpages. Lead in the development and/or improvement of the Enterprise accounting system, controls and reporting processes. Work collaboratively with the others to coordinate and assist with any system upgrades to existing systems and/or new system implementations and provide training for staff. Develop, communicate, monitor, and validate adherence to business policies, procedures, and internal controls based on industry best practices and risk mitigation. Design and maintain contemporary and innovative systems that are robust and aligned with local, state, and federal regulations. Review, on a biannual basis, and partnership with General Counsel when necessary, all Business Office polices. Supervision and Development Ensure superb customer satisfaction and efficient operations of the overall department while ensuring work is performed in a timely and accurate manner. Build a cohesive team that embraces the university’s mission, adapts quickly to change, and promotes innovation. Provide professional development and training opportunities for staff that help the team succeed as a whole. Maintain professional growth and development through seminars, workshops and professional affiliations to keep abreast of latest developments in regulatory changes, higher education finance, budgeting, and in other related areas. Participate, as resources allow, in national and regional professional organization leadership to improve visibility of the university. Recruit, supervise, develop, train, mentor, and evaluate the performance of assigned personnel. Motivate staff and develop an effective high-functioning team to achieve peak productivity and performance. Encourage customer-oriented staff interaction with students, parents, and employees. Campus Involvement Model a leadership style that supports observance of the highest ethical standards of conduct and works with university campus units to implement processes and procedures to ensure university-wide compliance. Develop strong working relationships with units across the university to establish methods to continuously improve efficiency and quality of services and to reduce vulnerability to fraud, abuse and waste. Interface and build relationships with colleagues across the university to address the information and financial data needs that allow them to make informed decisions and achieve their financial, strategic, and operational goals. Support the University’s mission of diversity, equity, inclusion, and justice. Participate in campus-wide contingency and business continuity planning. Develop and maintains Business Office emergency continuity plan. Supports the Emergency Operations Committee. Other Duties Oversee grant accounting and reporting. Provide assistance, as required, when the university is applying for federal and private grants. Monitor the university’s purchasing functions, including updating and maintaining purchasing policies and procedures, and providing appropriate forms (i.e. purchase orders, purchase requisitions, requests for payment, and travel reimbursement). Complete and/or oversee special projects and perform other duties as assigned. Knowledge Of: Financial and accounting practices and reporting, including chart of accounts design, asset management, general ledger, budgeting, payroll, payables and receivables, purchasing and expense management. Generally Accepted Accounting Principles, GASB and FASB standards, Fund Accounting Principles, and Internal control standards Current and emerging trends in financial technologies and analytical tools, and issues Contemporary issues and regulations impacting higher education and non-profit entities Financial enterprise application systems, such as Ellucian Colleague, Banner, Workday, PeopleSoft, or similar financial systems. Business continuity practices Applicable federal and state laws and regulations that impact all facets of university policies and procedures. California labor relations and employment practices. Cal Lutheran’s mission and purpose as a comprehensive university within the Evangelical Lutheran Church of America Ability To: Prepare, gather, review, evaluate, and analyze complex financial and statistical data and prepare reports, summary conclusions, and recommendations for University leaders Effectively interact and collaborate with and present to diverse individuals at all organizational levels, both inside and outside of the university. Demonstrate excellent interpersonal and communication skills, active listening, tact, customer service, and patience. 1) As part of this expectation, develop and deliver professional level oral and written presentations that are clear and accessible to diverse audiences, most of whom are unfamiliar with accounting terminology and standards. 2) It also includes formulating succinct oral and written messages around complex topics and financial models and high-level reports that are public. Demonstrate successful administrative experience, preferably in a higher education setting Plan, organize, lead and handle multiple projects and priorities simultaneously, meet schedules and due dates, and adjust plans due to changing circumstances Initiate, respond to, and manage change and perform well with a certain level of ambiguity Effectively advise and collaborate with senior management on financial issues Hire, train, mentor, develop, supervise, and evaluate the performance of assigned personnel. Provide regular feedback, coaching and recognition for excellence in performance creating dynamic, mentoring environment. Maintain the highest standards of integrity and professional conduct with ability to maintain a high level of confidences, confidentiality, objectivity, fairness, and navigate sensitive issues. Exercise independent judgment and utilize diplomacy in handling sensitive matters. Research, interpret, and implement generally accepted accounting principles, and other regulatory and compliance requirement. Utilize Microsoft Office Suite applications, computerized accounting systems, endowment accounting software. Help the university reinforce its commitment for diversity, equity, inclusion, and justice. Minimum Qualifications: Any combination equivalent to: Bachelor’s degree from an accredited college or university in accounting, finance, or business administration (with a major in accounting or finance) plus a Certified Public Accountant or Certified Managerial Accountant certification, or Master’s degree in Accounting or Finance, or MBA (with emphasis in Finance) OR A combination of education and work experience; and ten (10) years of related progressive responsibility with administrative and supervisory professional experience in the field of financial accounting, audit, and finance with at least five (5) years of management level experience. Experience must include direct use of computerized accounting, purchasing, accounts payable, budget, payroll and receivable systems. Preferred Qualifications: Experience in higher education industry. Licenses and Other Requirements: CPA or CMA or MBA Physical Abilities: Working Environment: Full time 40+ hours per week position in a dynamic office environment; diverse campus community; multiple interruptions; multiple project deadlines; professional commitment; occasional evening and weekend work; some travel. Posting Number: Staff002472022 Number of Vacancies: Desired Start Date: 07/10/2023 Position End Date: Open Date: 05/17/2023 Close Date: 6/18/2023 Open Until Filled: No Application Procedure/Special Instructions: To apply, visit https://careers.callutheran.edu/postings/10880 California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation.
Full Time
Associate Vice President for Finance and Controller Position Category: Staff (Exempt) FLSA: Exempt FTE: 1 Location: Thousand Oaks University Background: The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity. Basic Function: The Associate Vice President for Finance/Controller is a senior-level management position within the Administration and Finance Division that reports to the Vice President for Finance. The AVP oversees and reports on the university's annual financial operations whose totals are approximately $115 million and whose net assets are approximately $310 million. He/she/they also directly manages a department budget of $1.2 million and a current staff of 16 people. The incumbent is responsible for the accuracy, integrity, and maintenance of all university financial records and systems. The incumbent also directs, coordinates, and provides strategic oversight and strong administrative leadership of the university's general accounting, financial operations, analysis and reporting, grant and endowment accounting, tax reporting, bond compliance, student financial services, financial systems management, and external audits. Additionally, the AVP for Finance/Controller interfaces with the Board of Regents' committees for finance, audit, and investment. Representative Duties: Treasury and Investments Manage and maintain relationships with service providers, such as commercial banks, endowment advisors, and independent auditors to maximize value. Ensure endowments are administered in accordance with donor restrictions, industry accounting standards and UPMIFA, and that the spending policies approved by the Board of Regents are appropriately enforced. Make stock and asset trades as directed by the Investment Committee of the Board of Regents. Oversee the accurate maintenance of banking and investment records, ensuring accounts are reconciled monthly and all transactions are properly accounted for in a timely fashion. Manage timely and accurate tax-exempt bond accounting and bond project reporting while ensuring overall compliance with reporting standards as required by outside entities. Monitor the university operating short-term investments, endowment investments, and bond reserve fund investments and offer proposed interventions as necessary. Manage and make accessible to the president the university’s cash flow position. Financial Reporting Manage the general ledger closing and the monthly and annual financial reports, ensuring timeliness and accuracy Analyze complex financial and statistical data and prepare accounting statements, summary conclusions and recommendations in accordance with generally accepted accounting principles. Monitor the university’s financial records to ensure precision and integrity of all data. Assist the Vice President for Finance in developing presentation materials, reports, and financial analysis and modeling for various meetings. This includes meetings with the Cabinet, Board of Regents, Deans Council, Budget Committee, rating agencies and other internal and external entities. Assist in the staffing of Board of Regents’ committees for Audit, Investment, and Finance & Administration. Forecasting and Analysis Create and manage the budget for the Business Office. Generate reports that analyze university spending and related trends. This includes but is not limited to forecasting and preparing cost studies for management and the Board of Regents through the use of relevant and strategic dashboards. Prepare pro-forma financial plans for new programs, new construction projects, etc. that are under consideration. This includes a projected impact on financial statements and financial ratios. Provide oversight of financing for capital/equipment, technology and long and short-term facilities planning. Work closely with university management to identify and analyze various financial and budgetary issues, strategic and financial planning efforts. Work collaboratively with key functional areas of the university including human resources, registrar, admissions, international programs, facilities, information technology, and academic affairs to ensure seamless business operations. Support the Vice President for Finance and/or Executive Director of Budget and Financial Planning as needed with additional financial and accounting duties. Audit and Regulatory Filings Prepare, in coordination with university’s independent auditors, the annual review of financial statements and information for audits (financial statements, federal awards, retirement plan, and KCLU radio station). Prepare regulatory reporting and tax returns. This includes all federal, state and private higher education fiscal reporting requirements and surveys for benchmarking. Ensure that the Conflict of Interest process is completed annually Conducts ongoing research, monitors, interprets, and implements generally accepted accounting principles, tax rules, grant requirements, and other regulatory and compliance requirements. Systems and Internal Controls Support and guide the Business Office to further streamline business processes, optimize the use of technology and oversee technology upgrades, implement digital tools, ensure compliance with security policies and maintain useful departmental webpages. Lead in the development and/or improvement of the Enterprise accounting system, controls and reporting processes. Work collaboratively with the others to coordinate and assist with any system upgrades to existing systems and/or new system implementations and provide training for staff. Develop, communicate, monitor, and validate adherence to business policies, procedures, and internal controls based on industry best practices and risk mitigation. Design and maintain contemporary and innovative systems that are robust and aligned with local, state, and federal regulations. Review, on a biannual basis, and partnership with General Counsel when necessary, all Business Office polices. Supervision and Development Ensure superb customer satisfaction and efficient operations of the overall department while ensuring work is performed in a timely and accurate manner. Build a cohesive team that embraces the university’s mission, adapts quickly to change, and promotes innovation. Provide professional development and training opportunities for staff that help the team succeed as a whole. Maintain professional growth and development through seminars, workshops and professional affiliations to keep abreast of latest developments in regulatory changes, higher education finance, budgeting, and in other related areas. Participate, as resources allow, in national and regional professional organization leadership to improve visibility of the university. Recruit, supervise, develop, train, mentor, and evaluate the performance of assigned personnel. Motivate staff and develop an effective high-functioning team to achieve peak productivity and performance. Encourage customer-oriented staff interaction with students, parents, and employees. Campus Involvement Model a leadership style that supports observance of the highest ethical standards of conduct and works with university campus units to implement processes and procedures to ensure university-wide compliance. Develop strong working relationships with units across the university to establish methods to continuously improve efficiency and quality of services and to reduce vulnerability to fraud, abuse and waste. Interface and build relationships with colleagues across the university to address the information and financial data needs that allow them to make informed decisions and achieve their financial, strategic, and operational goals. Support the University’s mission of diversity, equity, inclusion, and justice. Participate in campus-wide contingency and business continuity planning. Develop and maintains Business Office emergency continuity plan. Supports the Emergency Operations Committee. Other Duties Oversee grant accounting and reporting. Provide assistance, as required, when the university is applying for federal and private grants. Monitor the university’s purchasing functions, including updating and maintaining purchasing policies and procedures, and providing appropriate forms (i.e. purchase orders, purchase requisitions, requests for payment, and travel reimbursement). Complete and/or oversee special projects and perform other duties as assigned. Knowledge Of: Financial and accounting practices and reporting, including chart of accounts design, asset management, general ledger, budgeting, payroll, payables and receivables, purchasing and expense management. Generally Accepted Accounting Principles, GASB and FASB standards, Fund Accounting Principles, and Internal control standards Current and emerging trends in financial technologies and analytical tools, and issues Contemporary issues and regulations impacting higher education and non-profit entities Financial enterprise application systems, such as Ellucian Colleague, Banner, Workday, PeopleSoft, or similar financial systems. Business continuity practices Applicable federal and state laws and regulations that impact all facets of university policies and procedures. California labor relations and employment practices. Cal Lutheran’s mission and purpose as a comprehensive university within the Evangelical Lutheran Church of America Ability To: Prepare, gather, review, evaluate, and analyze complex financial and statistical data and prepare reports, summary conclusions, and recommendations for University leaders Effectively interact and collaborate with and present to diverse individuals at all organizational levels, both inside and outside of the university. Demonstrate excellent interpersonal and communication skills, active listening, tact, customer service, and patience. 1) As part of this expectation, develop and deliver professional level oral and written presentations that are clear and accessible to diverse audiences, most of whom are unfamiliar with accounting terminology and standards. 2) It also includes formulating succinct oral and written messages around complex topics and financial models and high-level reports that are public. Demonstrate successful administrative experience, preferably in a higher education setting Plan, organize, lead and handle multiple projects and priorities simultaneously, meet schedules and due dates, and adjust plans due to changing circumstances Initiate, respond to, and manage change and perform well with a certain level of ambiguity Effectively advise and collaborate with senior management on financial issues Hire, train, mentor, develop, supervise, and evaluate the performance of assigned personnel. Provide regular feedback, coaching and recognition for excellence in performance creating dynamic, mentoring environment. Maintain the highest standards of integrity and professional conduct with ability to maintain a high level of confidences, confidentiality, objectivity, fairness, and navigate sensitive issues. Exercise independent judgment and utilize diplomacy in handling sensitive matters. Research, interpret, and implement generally accepted accounting principles, and other regulatory and compliance requirement. Utilize Microsoft Office Suite applications, computerized accounting systems, endowment accounting software. Help the university reinforce its commitment for diversity, equity, inclusion, and justice. Minimum Qualifications: Any combination equivalent to: Bachelor’s degree from an accredited college or university in accounting, finance, or business administration (with a major in accounting or finance) plus a Certified Public Accountant or Certified Managerial Accountant certification, or Master’s degree in Accounting or Finance, or MBA (with emphasis in Finance) OR A combination of education and work experience; and ten (10) years of related progressive responsibility with administrative and supervisory professional experience in the field of financial accounting, audit, and finance with at least five (5) years of management level experience. Experience must include direct use of computerized accounting, purchasing, accounts payable, budget, payroll and receivable systems. Preferred Qualifications: Experience in higher education industry. Licenses and Other Requirements: CPA or CMA or MBA Physical Abilities: Working Environment: Full time 40+ hours per week position in a dynamic office environment; diverse campus community; multiple interruptions; multiple project deadlines; professional commitment; occasional evening and weekend work; some travel. Posting Number: Staff002472022 Number of Vacancies: Desired Start Date: 07/10/2023 Position End Date: Open Date: 05/17/2023 Close Date: 6/18/2023 Open Until Filled: No Application Procedure/Special Instructions: To apply, visit https://careers.callutheran.edu/postings/10880 California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation.
POSITION SUMMARY
The VP of Asset Management ensures that all properties within Eden’s portfolio maintain a strong financial position, comply with all contractual, regulatory, and statutory requirements, and fulfill all internal and external reporting requirements in an accurate and timely manner. This position is also responsible for benchmarking, investor, and lender relationships as well as acquisition and refinancing of Eden’s portfolio. This position will lead and participate on cross-functional teams for the purpose of sharing department expertise from a broad perspective, to generate new ideas, better solutions and avert risk in both formal and informal settings. This position reports directly to the Chief Financial Officer, is a member of the Extended Leadership Team, and works closely with the senior management team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Budgeting and Financial Oversight
Monitor and report on operational and financial performance of the portfolio of properties relative to budgets and development portfolios, investor, and lender expectations.
Work with property management to ensure that annual budgets support property, portfolio, and organizational objectives by maximizing revenue and controlling expenses to maintain operating margins, adequate reserves and to cover debt service.
Provide regular long and short term projections of portfolio cash flows to Eden to be used in development of the corporate budget.
Design and provide various and sundry portfolio aggregating analytical reports as may be requested by the CFO, Executive Team, and external stakeholders.
Establish properties’ revenue strategy and oversee its implementation focusing on units subsidized by HUD, project based and tenant-based vouchers.
Analyze monthly financial statements. Identify trends and recommend action where appropriate.
Lead the effort to reposition assets including limited partner buy outs, debt restructuring, renovation planning, refinancing and coordination with Development department on re-syndications.
Work closely with Property and Corporate Accounting to manage and verify annual cash flow payments and distributions and review annual audited financial statements including engaging with independent auditors and other audit support as needed.
Lead oversight and problem solving for ‘Watchlist’ of troubled properties.
Oversee third party property management relationships and monitor the performance of the properties they manage. Manage onboarding and transitions to and from third party management companies, including those selected to manage Permanent Supportive Housing (PSH). Implement and ensure strong system of supervision to maintain the properties up to Eden’s standards. Review budgets, financials, and audits; evaluate companies’ overall performance and report regularly to Eden’s senior management team.
Seek and implement additional portfolio funding opportunities not involving re-syndication.
Manage LIHTC capital accounts through annual analysis and exit tax projections.
Oversee exit strategies and negotiations for LIHTC properties.
Regularly present portfolio oversight and other reports at the Finance and Property Operations Committees.
Actively participate in our culture of inclusivity.
Acquisitions:
Provide overall management of the acquisition properties ownership transition process; liaise with internal and external stakeholders.
Work closely with Acquisitions Team including Development Department and Property Management on new property acquisitions to ensure adequate budgeting and financial planning.
Assist with closing the financing for acquisitions and initial transition into operations – with particular focus on managing the relationship with the equity investor and ensuring that the business plan is implemented as planned.
Maintain relationships with equity investors through investment period.
Analyze performance of all acquisition properties. Draft and maintain reports to share key metrics with the board.
Property Performance and Condition
Work closely with Property Supervisors and CFO to evaluate financial performance against benchmarks established by investors, lenders, and the building’s operating pro forma.
Recommend financial restructuring as appropriate, including new re-syndication opportunities, refinancing old debt, partnership buyouts and rehabilitation projects.
Explore options for reducing costs and increasing energy efficiencies for housing projects.
Prepare financial evaluation and recommendations for any portfolio-wide initiatives including development proforma budgets, benchmarking, and utility analysis.
Monitor commercial properties’ performance and compliance with lease requirements.
Oversee implementation and maintenance of asset management databases. Design and roll out reports for company-wide use.
Design and maintain a risk rating system for the portfolio. Monitor performance and present findings to Eden’s leadership and Finance Committee.
Lead interdepartmental workgroups including property operations staff to design, evaluate and improve processes and procedures and new policies related to property financial performance and resident outcomes.
Lead strategic plan initiatives related to Eden’s portfolio and our residents.
Building Performance and Sustainability
Oversee company-wide sustainability efforts including energy, water, and trash.
Oversee establishment and maintenance of a formalized preventative maintenance program for the properties and develop and sustain a technology tool to monitor compliance at the sites.
Work with Property Operations and Facilities teams to develop and ascertain implementation of capital plans; assure adequate funding and approvals for such projects.
Compliance and Reporting
Develop and maintain ownership-level compliance and reporting system for the portfolio, including monthly and quarterly financial reports, annual audits, annual budgets.
Ensure compliance with partnership agreements, financing documents, regulatory agreements, and other sources of financial, statutory, and regulatory reporting requirements in regard to timely reporting, reserves funding, surplus cash distributions and other requirements as needed.
Oversee a system of regular replacement, operating and other reserve draws that ensures properties’ long term financial sustainability.
Oversee responses to various requests for information from Regulatory Agencies, lenders, and investment partners.
Oversee annual preparation and submission of renewal of property tax exemptions for all properties.
Oversee initial filings for welfare exemption from property taxes.
Oversee annual preparation and submission of Annual Owner Certification (AOC), bond certifications, and other regulatory agencies’ annual reporting.
SUPERVISORY RESPONSIBILITIES
Directly supervises the Senior Asset Managers, Asset Managers, AD of Building Performance and Sustainability, Special Projects Analysts, and others as assigned. The position carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
EDUCATION and/or EXPERIENCE
Demonstrated knowledge and experience in Asset Management. Experience with Low Income Housing Tax Credits (LIHTC), Tax-Exempt Bonds, California Housing Finance Agency (CHFA), Department of Housing and Urban Development (HUD) preferred.
PREFFERED SKILLS and/or ABILITIES
Proven ability to direct departmental activities; lead by example; formulate and execute company-wide goals and objectives and assess achievement.
Superior leadership skills with emphasis in staff supervision and development, particularly during a time of organizational transition; strategic thinker.
Working knowledge of affordable housing programs, including but not limited to HUD programs, Low Income Housing Tax Credits, Tax-Exempt Bonds, California Department of Housing and Community Development Programs, CalHFA, and locally administered programs including HOME and CDBG.
Demonstrated capacity in affordable housing financing and refinancing with expertise in building capital planning and implementation of renovation plans.
Knowledge of regulatory agreements and ability to interpret same.
Knowledge of landlord-tenant and fair housing laws and procedures.
Knowledge of basic employment laws as they relate to equal opportunity, hiring, training, promotion, evaluation, and termination.
Strong supervisory, personnel management, organizational, analytical, and problem-solving skills.
Computer literate. Proficient in Word and Excel. Experience with property management software (preferably Yardi).
Excellent communication (verbal and written), problem solving, interpersonal, decision-making, interpersonal and time management skills.
Ability to represent the company to public officials and community groups.
Ability to work under pressure and successfully meet deadlines.
Must be able and willing to travel to all company locations to carry out duties and responsibilities associated with the management of the portfolio.
Ability to handle shifting and multiple priorities in a fast paced, growth environment.
Commitment to the companies' goals and philosophy.
Proven ability to work with diverse groups in cooperative problem-solving and consensus building.
A passion for housing justice and equity is highly desirable.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Physical demands include writing/typing, use of computer and paper files, answering phones, attending meetings.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
JOB DESCRIPTION REVISION
This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with this job. While this job description is intended to be an accurate reflection of the current job management reserves the right to revise the job or to require that other or different tasks are performed when circumstances change. This job description replaces all previous descriptions for this position.
Eden Housing is an equal opportunity employer. Eden Housing does not discriminate based on race, color, religion, sex, disability, familiar status, national origin, or any other arbitrary basis.
Full Time
POSITION SUMMARY
The VP of Asset Management ensures that all properties within Eden’s portfolio maintain a strong financial position, comply with all contractual, regulatory, and statutory requirements, and fulfill all internal and external reporting requirements in an accurate and timely manner. This position is also responsible for benchmarking, investor, and lender relationships as well as acquisition and refinancing of Eden’s portfolio. This position will lead and participate on cross-functional teams for the purpose of sharing department expertise from a broad perspective, to generate new ideas, better solutions and avert risk in both formal and informal settings. This position reports directly to the Chief Financial Officer, is a member of the Extended Leadership Team, and works closely with the senior management team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Budgeting and Financial Oversight
Monitor and report on operational and financial performance of the portfolio of properties relative to budgets and development portfolios, investor, and lender expectations.
Work with property management to ensure that annual budgets support property, portfolio, and organizational objectives by maximizing revenue and controlling expenses to maintain operating margins, adequate reserves and to cover debt service.
Provide regular long and short term projections of portfolio cash flows to Eden to be used in development of the corporate budget.
Design and provide various and sundry portfolio aggregating analytical reports as may be requested by the CFO, Executive Team, and external stakeholders.
Establish properties’ revenue strategy and oversee its implementation focusing on units subsidized by HUD, project based and tenant-based vouchers.
Analyze monthly financial statements. Identify trends and recommend action where appropriate.
Lead the effort to reposition assets including limited partner buy outs, debt restructuring, renovation planning, refinancing and coordination with Development department on re-syndications.
Work closely with Property and Corporate Accounting to manage and verify annual cash flow payments and distributions and review annual audited financial statements including engaging with independent auditors and other audit support as needed.
Lead oversight and problem solving for ‘Watchlist’ of troubled properties.
Oversee third party property management relationships and monitor the performance of the properties they manage. Manage onboarding and transitions to and from third party management companies, including those selected to manage Permanent Supportive Housing (PSH). Implement and ensure strong system of supervision to maintain the properties up to Eden’s standards. Review budgets, financials, and audits; evaluate companies’ overall performance and report regularly to Eden’s senior management team.
Seek and implement additional portfolio funding opportunities not involving re-syndication.
Manage LIHTC capital accounts through annual analysis and exit tax projections.
Oversee exit strategies and negotiations for LIHTC properties.
Regularly present portfolio oversight and other reports at the Finance and Property Operations Committees.
Actively participate in our culture of inclusivity.
Acquisitions:
Provide overall management of the acquisition properties ownership transition process; liaise with internal and external stakeholders.
Work closely with Acquisitions Team including Development Department and Property Management on new property acquisitions to ensure adequate budgeting and financial planning.
Assist with closing the financing for acquisitions and initial transition into operations – with particular focus on managing the relationship with the equity investor and ensuring that the business plan is implemented as planned.
Maintain relationships with equity investors through investment period.
Analyze performance of all acquisition properties. Draft and maintain reports to share key metrics with the board.
Property Performance and Condition
Work closely with Property Supervisors and CFO to evaluate financial performance against benchmarks established by investors, lenders, and the building’s operating pro forma.
Recommend financial restructuring as appropriate, including new re-syndication opportunities, refinancing old debt, partnership buyouts and rehabilitation projects.
Explore options for reducing costs and increasing energy efficiencies for housing projects.
Prepare financial evaluation and recommendations for any portfolio-wide initiatives including development proforma budgets, benchmarking, and utility analysis.
Monitor commercial properties’ performance and compliance with lease requirements.
Oversee implementation and maintenance of asset management databases. Design and roll out reports for company-wide use.
Design and maintain a risk rating system for the portfolio. Monitor performance and present findings to Eden’s leadership and Finance Committee.
Lead interdepartmental workgroups including property operations staff to design, evaluate and improve processes and procedures and new policies related to property financial performance and resident outcomes.
Lead strategic plan initiatives related to Eden’s portfolio and our residents.
Building Performance and Sustainability
Oversee company-wide sustainability efforts including energy, water, and trash.
Oversee establishment and maintenance of a formalized preventative maintenance program for the properties and develop and sustain a technology tool to monitor compliance at the sites.
Work with Property Operations and Facilities teams to develop and ascertain implementation of capital plans; assure adequate funding and approvals for such projects.
Compliance and Reporting
Develop and maintain ownership-level compliance and reporting system for the portfolio, including monthly and quarterly financial reports, annual audits, annual budgets.
Ensure compliance with partnership agreements, financing documents, regulatory agreements, and other sources of financial, statutory, and regulatory reporting requirements in regard to timely reporting, reserves funding, surplus cash distributions and other requirements as needed.
Oversee a system of regular replacement, operating and other reserve draws that ensures properties’ long term financial sustainability.
Oversee responses to various requests for information from Regulatory Agencies, lenders, and investment partners.
Oversee annual preparation and submission of renewal of property tax exemptions for all properties.
Oversee initial filings for welfare exemption from property taxes.
Oversee annual preparation and submission of Annual Owner Certification (AOC), bond certifications, and other regulatory agencies’ annual reporting.
SUPERVISORY RESPONSIBILITIES
Directly supervises the Senior Asset Managers, Asset Managers, AD of Building Performance and Sustainability, Special Projects Analysts, and others as assigned. The position carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
EDUCATION and/or EXPERIENCE
Demonstrated knowledge and experience in Asset Management. Experience with Low Income Housing Tax Credits (LIHTC), Tax-Exempt Bonds, California Housing Finance Agency (CHFA), Department of Housing and Urban Development (HUD) preferred.
PREFFERED SKILLS and/or ABILITIES
Proven ability to direct departmental activities; lead by example; formulate and execute company-wide goals and objectives and assess achievement.
Superior leadership skills with emphasis in staff supervision and development, particularly during a time of organizational transition; strategic thinker.
Working knowledge of affordable housing programs, including but not limited to HUD programs, Low Income Housing Tax Credits, Tax-Exempt Bonds, California Department of Housing and Community Development Programs, CalHFA, and locally administered programs including HOME and CDBG.
Demonstrated capacity in affordable housing financing and refinancing with expertise in building capital planning and implementation of renovation plans.
Knowledge of regulatory agreements and ability to interpret same.
Knowledge of landlord-tenant and fair housing laws and procedures.
Knowledge of basic employment laws as they relate to equal opportunity, hiring, training, promotion, evaluation, and termination.
Strong supervisory, personnel management, organizational, analytical, and problem-solving skills.
Computer literate. Proficient in Word and Excel. Experience with property management software (preferably Yardi).
Excellent communication (verbal and written), problem solving, interpersonal, decision-making, interpersonal and time management skills.
Ability to represent the company to public officials and community groups.
Ability to work under pressure and successfully meet deadlines.
Must be able and willing to travel to all company locations to carry out duties and responsibilities associated with the management of the portfolio.
Ability to handle shifting and multiple priorities in a fast paced, growth environment.
Commitment to the companies' goals and philosophy.
Proven ability to work with diverse groups in cooperative problem-solving and consensus building.
A passion for housing justice and equity is highly desirable.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Physical demands include writing/typing, use of computer and paper files, answering phones, attending meetings.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
JOB DESCRIPTION REVISION
This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with this job. While this job description is intended to be an accurate reflection of the current job management reserves the right to revise the job or to require that other or different tasks are performed when circumstances change. This job description replaces all previous descriptions for this position.
Eden Housing is an equal opportunity employer. Eden Housing does not discriminate based on race, color, religion, sex, disability, familiar status, national origin, or any other arbitrary basis.
The John F. Kennedy Center for Performing Arts
Washington DC
About The Kennedy Center “I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit.” – President John F. Kennedy The Kennedy Center is the nation’s cultural center and living memorial to President John F. Kennedy. Located on the banks of the Potomac River in Washington, D.C., the Center presents performances across all genres, and is also home to artistic affiliates Washington National Opera and National Symphony Orchestra. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets Retirement plan with organization matching (after 1 year of employment) Qualifying employer for the Public Student Loan Forgiveness Program (PSLF) Commuter programs including pre-tax options for discounted parking and SmartBenefits (WMATA) Annual Leave, Sick Leave, and Personal Days available immediately upon hire 11 paid holidays per year Medical, Dental, and Vision benefits with FSA and HSA options, and paid FMLA Flexible work arrangements We like to have fun! Check out the Kennedy Center National Dance Day 2022 staff video! Job Description The Senior Revenue Accountant (Contributions, Grants) prepares, analyzes, and reports financial information related to technically demanding areas including contributions, endowments, investments, fixed assets, and debt. The individual is responsible for reviewing and monitoring the Center’s contributions and pledges receivable to ensure they are free from material misstatement; calculating year-end accounting entries; and for managing the accounting processes for endowments, investments, and fixed assets. The individual contributes to areas of the audited financial statements and IRS Form 990; and prepares periodic and ad hoc reporting, research, and analysis for internal and external stakeholders. The individual problem solves, and seeks continuous improvement and efficiency in their own work. Additionally, the individual proposes and manages cross-departmental projects and process improvements. The Senior Accountant has frequent internal and external contact with internal customers and external service providers. The Senior Accountant also assists the Controller and Assistant Controller, Special Projects in ensuring conformity with corporate practices, policies and procedures. The Senior Accountant also assists the Controller and Asst. Controller, Special Projects in ensuring conformity with corporate practices, policies and procedures. Duties & Responsibilities Contribution Accounting and Reconciliation – Review the weekly Tessitura transfer of contribution information, accumulate and assess the supporting documentation from the Development department, follow up on any open items, and reconcile monthly with the Development department. Investment and Endowment Accounting and Reconciliation – Record monthly investment activity based on investment statements, relay endowment information to third party endowment table preparer, reconcile the monthly endowment unitization table to the general ledger, and coordinate additional cash investment into and withdrawals out of the endowment pool with custodian. Monthly Closing Process and Reconciliation – Prepare monthly journal entries and reconciliations as a part of the monthly closing procedures. Other Periodic Duties – Update and maintain the fixed asset and depreciation schedule, reconciliation of the five largest Special Events, and other projects as determined by department management. Audit Preparation and Tax Reporting – Prepare requested schedules for the audit, assist auditors by gathering supporting documents as requested and answering questions during fieldwork, and help the Controller and Asst. Controller, Special Projects with preparation of the organization’s annual Form 990. Other duties as assigned. Key Qualifications Education: Bachelors degree in accounting or finance is strongly preferred, CPA is a differentiating factor Experience: At least 3-4 years of general accounting experience or two years of public accounting experience, Non-profit experience preferred Additional Information Department culture encourages transparency, honesty with and reliance on each other to accomplish goals and tasks. Performance is measured by third parties based on the timely and accurate delivery of service so department cannot tolerate an individual contributing less than their full commitment each and every day. Emphasis on being viewed by our clients as a trusted advisor; must manage projects/activities in a manner that ensures delivery is consistent with both the client’s expectations and the organization’s corporate/accounting policies and procedures. Occasional lifting and moving of supplies and files weighing as much as 26 pounds in high or tight spaces Although occurring infrequently, this position may be required work odd hours based on internal and external customer needs, including, if necessary, evenings, weekends, holidays, and occasional periods of work beyond 37.5 hours/week.
Full Time Regular
About The Kennedy Center “I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit.” – President John F. Kennedy The Kennedy Center is the nation’s cultural center and living memorial to President John F. Kennedy. Located on the banks of the Potomac River in Washington, D.C., the Center presents performances across all genres, and is also home to artistic affiliates Washington National Opera and National Symphony Orchestra. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets Retirement plan with organization matching (after 1 year of employment) Qualifying employer for the Public Student Loan Forgiveness Program (PSLF) Commuter programs including pre-tax options for discounted parking and SmartBenefits (WMATA) Annual Leave, Sick Leave, and Personal Days available immediately upon hire 11 paid holidays per year Medical, Dental, and Vision benefits with FSA and HSA options, and paid FMLA Flexible work arrangements We like to have fun! Check out the Kennedy Center National Dance Day 2022 staff video! Job Description The Senior Revenue Accountant (Contributions, Grants) prepares, analyzes, and reports financial information related to technically demanding areas including contributions, endowments, investments, fixed assets, and debt. The individual is responsible for reviewing and monitoring the Center’s contributions and pledges receivable to ensure they are free from material misstatement; calculating year-end accounting entries; and for managing the accounting processes for endowments, investments, and fixed assets. The individual contributes to areas of the audited financial statements and IRS Form 990; and prepares periodic and ad hoc reporting, research, and analysis for internal and external stakeholders. The individual problem solves, and seeks continuous improvement and efficiency in their own work. Additionally, the individual proposes and manages cross-departmental projects and process improvements. The Senior Accountant has frequent internal and external contact with internal customers and external service providers. The Senior Accountant also assists the Controller and Assistant Controller, Special Projects in ensuring conformity with corporate practices, policies and procedures. The Senior Accountant also assists the Controller and Asst. Controller, Special Projects in ensuring conformity with corporate practices, policies and procedures. Duties & Responsibilities Contribution Accounting and Reconciliation – Review the weekly Tessitura transfer of contribution information, accumulate and assess the supporting documentation from the Development department, follow up on any open items, and reconcile monthly with the Development department. Investment and Endowment Accounting and Reconciliation – Record monthly investment activity based on investment statements, relay endowment information to third party endowment table preparer, reconcile the monthly endowment unitization table to the general ledger, and coordinate additional cash investment into and withdrawals out of the endowment pool with custodian. Monthly Closing Process and Reconciliation – Prepare monthly journal entries and reconciliations as a part of the monthly closing procedures. Other Periodic Duties – Update and maintain the fixed asset and depreciation schedule, reconciliation of the five largest Special Events, and other projects as determined by department management. Audit Preparation and Tax Reporting – Prepare requested schedules for the audit, assist auditors by gathering supporting documents as requested and answering questions during fieldwork, and help the Controller and Asst. Controller, Special Projects with preparation of the organization’s annual Form 990. Other duties as assigned. Key Qualifications Education: Bachelors degree in accounting or finance is strongly preferred, CPA is a differentiating factor Experience: At least 3-4 years of general accounting experience or two years of public accounting experience, Non-profit experience preferred Additional Information Department culture encourages transparency, honesty with and reliance on each other to accomplish goals and tasks. Performance is measured by third parties based on the timely and accurate delivery of service so department cannot tolerate an individual contributing less than their full commitment each and every day. Emphasis on being viewed by our clients as a trusted advisor; must manage projects/activities in a manner that ensures delivery is consistent with both the client’s expectations and the organization’s corporate/accounting policies and procedures. Occasional lifting and moving of supplies and files weighing as much as 26 pounds in high or tight spaces Although occurring infrequently, this position may be required work odd hours based on internal and external customer needs, including, if necessary, evenings, weekends, holidays, and occasional periods of work beyond 37.5 hours/week.
The John F. Kennedy Center for Performing Arts
Washington DC
About The Kennedy Center “I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit.” – President John F. Kennedy The Kennedy Center is the nation’s cultural center and living memorial to President John F. Kennedy. Located on the banks of the Potomac River in Washington, D.C., the Center presents performances across all genres, and is also home to artistic affiliates Washington National Opera and National Symphony Orchestra. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets Retirement plan with organization matching (after 1 year of employment) Qualifying employer for the Public Student Loan Forgiveness Program (PSLF) Commuter programs including pre-tax options for discounted parking and SmartBenefits (WMATA) Annual Leave, Sick Leave, and Personal Days available immediately upon hire 11 paid holidays per year Medical, Dental, and Vision benefits with FSA and HSA options, and paid FMLA Flexible work arrangements We like to have fun! Check out the Kennedy Center National Dance Day 2022 staff video! Job Description The Senior Accountant (Charitable Contributions, Endowments, & Fixed Assets) prepares, analyzes, and reports financial information related to technically demanding areas including contributions, endowments, investments, fixed assets, and debt. The individual is responsible for reviewing and monitoring the Center’s contributions and pledges receivable to ensure they are free from material misstatement; calculating year-end accounting entries; and for managing the accounting processes for endowments, investments, and fixed assets. The individual contributes to areas of the audited financial statements and IRS Form 990; and prepares periodic and ad hoc reporting, research, and analysis for internal and external stakeholders. The individual problem solves, and seeks continuous improvement and efficiency in their own work. Additionally, the individual proposes and manages cross-departmental projects and process improvements. The Senior Accountant has frequent internal and external contact with internal customers and external service providers. The Senior Accountant also assists the Controller and Assistant Controller, Special Projects in ensuring conformity with corporate practices, policies and procedures. The Senior Accountant also assists the Controller and Asst. Controller, Special Projects in ensuring conformity with corporate practices, policies and procedures. Duties & Responsibilities Contribution Accounting and Reconciliation – Review the weekly Tessitura transfer of contribution information, accumulate and assess the supporting documentation from the Development department, follow up on any open items, and reconcile monthly with the Development department. Investment and Endowment Accounting and Reconciliation – Record monthly investment activity based on investment statements, relay endowment information to third party endowment table preparer, reconcile the monthly endowment unitization table to the general ledger, and coordinate additional cash investment into and withdrawals out of the endowment pool with custodian. Monthly Closing Process and Reconciliation – Prepare monthly journal entries and reconciliations as a part of the monthly closing procedures. Other Periodic Duties – Update and maintain the fixed asset and depreciation schedule, reconciliation of the five largest Special Events, and other projects as determined by department management. Audit Preparation and Tax Reporting – Prepare requested schedules for the audit, assist auditors by gathering supporting documents as requested and answering questions during fieldwork, and help the Controller and Asst. Controller, Special Projects with preparation of the organization’s annual Form 990. Other duties as assigned. Key Qualifications Education: Bachelors degree in accounting or finance is strongly preferred, CPA is a differentiating factor Experience: At least 3-4 years of general accounting experience or two years of public accounting experience, Non-profit experience preferred Additional Information Department culture encourages transparency, honesty with and reliance on each other to accomplish goals and tasks. Performance is measured by third parties based on the timely and accurate delivery of service so department cannot tolerate an individual contributing less than their full commitment each and every day. Emphasis on being viewed by our clients as a trusted advisor; must manage projects/activities in a manner that ensures delivery is consistent with both the client’s expectations and the organization’s corporate/accounting policies and procedures. Occasional lifting and moving of supplies and files weighing as much as 26 pounds in high or tight spaces Although occurring infrequently, this position may be required work odd hours based on internal and external customer needs, including, if necessary, evenings, weekends, holidays, and occasional periods of work beyond 37.5 hours/week.
Full Time Regular
About The Kennedy Center “I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit.” – President John F. Kennedy The Kennedy Center is the nation’s cultural center and living memorial to President John F. Kennedy. Located on the banks of the Potomac River in Washington, D.C., the Center presents performances across all genres, and is also home to artistic affiliates Washington National Opera and National Symphony Orchestra. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets Retirement plan with organization matching (after 1 year of employment) Qualifying employer for the Public Student Loan Forgiveness Program (PSLF) Commuter programs including pre-tax options for discounted parking and SmartBenefits (WMATA) Annual Leave, Sick Leave, and Personal Days available immediately upon hire 11 paid holidays per year Medical, Dental, and Vision benefits with FSA and HSA options, and paid FMLA Flexible work arrangements We like to have fun! Check out the Kennedy Center National Dance Day 2022 staff video! Job Description The Senior Accountant (Charitable Contributions, Endowments, & Fixed Assets) prepares, analyzes, and reports financial information related to technically demanding areas including contributions, endowments, investments, fixed assets, and debt. The individual is responsible for reviewing and monitoring the Center’s contributions and pledges receivable to ensure they are free from material misstatement; calculating year-end accounting entries; and for managing the accounting processes for endowments, investments, and fixed assets. The individual contributes to areas of the audited financial statements and IRS Form 990; and prepares periodic and ad hoc reporting, research, and analysis for internal and external stakeholders. The individual problem solves, and seeks continuous improvement and efficiency in their own work. Additionally, the individual proposes and manages cross-departmental projects and process improvements. The Senior Accountant has frequent internal and external contact with internal customers and external service providers. The Senior Accountant also assists the Controller and Assistant Controller, Special Projects in ensuring conformity with corporate practices, policies and procedures. The Senior Accountant also assists the Controller and Asst. Controller, Special Projects in ensuring conformity with corporate practices, policies and procedures. Duties & Responsibilities Contribution Accounting and Reconciliation – Review the weekly Tessitura transfer of contribution information, accumulate and assess the supporting documentation from the Development department, follow up on any open items, and reconcile monthly with the Development department. Investment and Endowment Accounting and Reconciliation – Record monthly investment activity based on investment statements, relay endowment information to third party endowment table preparer, reconcile the monthly endowment unitization table to the general ledger, and coordinate additional cash investment into and withdrawals out of the endowment pool with custodian. Monthly Closing Process and Reconciliation – Prepare monthly journal entries and reconciliations as a part of the monthly closing procedures. Other Periodic Duties – Update and maintain the fixed asset and depreciation schedule, reconciliation of the five largest Special Events, and other projects as determined by department management. Audit Preparation and Tax Reporting – Prepare requested schedules for the audit, assist auditors by gathering supporting documents as requested and answering questions during fieldwork, and help the Controller and Asst. Controller, Special Projects with preparation of the organization’s annual Form 990. Other duties as assigned. Key Qualifications Education: Bachelors degree in accounting or finance is strongly preferred, CPA is a differentiating factor Experience: At least 3-4 years of general accounting experience or two years of public accounting experience, Non-profit experience preferred Additional Information Department culture encourages transparency, honesty with and reliance on each other to accomplish goals and tasks. Performance is measured by third parties based on the timely and accurate delivery of service so department cannot tolerate an individual contributing less than their full commitment each and every day. Emphasis on being viewed by our clients as a trusted advisor; must manage projects/activities in a manner that ensures delivery is consistent with both the client’s expectations and the organization’s corporate/accounting policies and procedures. Occasional lifting and moving of supplies and files weighing as much as 26 pounds in high or tight spaces Although occurring infrequently, this position may be required work odd hours based on internal and external customer needs, including, if necessary, evenings, weekends, holidays, and occasional periods of work beyond 37.5 hours/week.
California Lutheran University
Thousand Oaks, CA, United States
Associate Vice President for Finance and Controller Position Category: Staff (Exempt) FLSA: Exempt FTE: 1 Location: Thousand Oaks University Background: The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity. Basic Function: The Associate Vice President for Finance/Controller is a senior-level management position within the Administration and Finance Division that reports to the Vice President for Finance. The AVP oversees and reports on the university's annual financial operations whose totals are approximately $115 million and whose net assets are approximately $310 million. He/she/they also directly manages a department budget of $1.2 million and a current staff of 16 people. The incumbent is responsible for the accuracy, integrity, and maintenance of all university financial records and systems. The incumbent also directs, coordinates, and provides strategic oversight and strong administrative leadership of the university's general accounting, financial operations, analysis and reporting, grant and endowment accounting, tax reporting, bond compliance, student financial services, financial systems management, and external audits. Additionally, the AVP for Finance/Controller interfaces with the Board of Regents' committees for finance, audit, and investment. Representative Duties: Treasury and Investments Manage and maintain relationships with service providers, such as commercial banks, endowment advisors, and independent auditors to maximize value. Ensure endowments are administered in accordance with donor restrictions, industry accounting standards and UPMIFA, and that the spending policies approved by the Board of Regents are appropriately enforced. Make stock and asset trades as directed by the Investment Committee of the Board of Regents. Oversee the accurate maintenance of banking and investment records, ensuring accounts are reconciled monthly and all transactions are properly accounted for in a timely fashion. Manage timely and accurate tax-exempt bond accounting and bond project reporting while ensuring overall compliance with reporting standards as required by outside entities. Monitor the university operating short-term investments, endowment investments, and bond reserve fund investments and offer proposed interventions as necessary. Manage and make accessible to the president the university’s cash flow position. Financial Reporting Manage the general ledger closing and the monthly and annual financial reports, ensuring timeliness and accuracy Analyze complex financial and statistical data and prepare accounting statements, summary conclusions and recommendations in accordance with generally accepted accounting principles. Monitor the university’s financial records to ensure precision and integrity of all data. Assist the Vice President for Finance in developing presentation materials, reports, and financial analysis and modeling for various meetings. This includes meetings with the Cabinet, Board of Regents, Deans Council, Budget Committee, rating agencies and other internal and external entities. Assist in the staffing of Board of Regents’ committees for Audit, Investment, and Finance & Administration. Forecasting and Analysis Create and manage the budget for the Business Office. Generate reports that analyze university spending and related trends. This includes but is not limited to forecasting and preparing cost studies for management and the Board of Regents through the use of relevant and strategic dashboards. Prepare pro-forma financial plans for new programs, new construction projects, etc. that are under consideration. This includes a projected impact on financial statements and financial ratios. Provide oversight of financing for capital/equipment, technology and long and short-term facilities planning. Work closely with university management to identify and analyze various financial and budgetary issues, strategic and financial planning efforts. Work collaboratively with key functional areas of the university including human resources, registrar, admissions, international programs, facilities, information technology, and academic affairs to ensure seamless business operations. Support the Vice President for Finance and/or Executive Director of Budget and Financial Planning as needed with additional financial and accounting duties. Audit and Regulatory Filings Prepare, in coordination with university’s independent auditors, the annual review of financial statements and information for audits (financial statements, federal awards, retirement plan, and KCLU radio station). Prepare regulatory reporting and tax returns. This includes all federal, state and private higher education fiscal reporting requirements and surveys for benchmarking. Ensure that the Conflict of Interest process is completed annually Conducts ongoing research, monitors, interprets, and implements generally accepted accounting principles, tax rules, grant requirements, and other regulatory and compliance requirements. Systems and Internal Controls Support and guide the Business Office to further streamline business processes, optimize the use of technology and oversee technology upgrades, implement digital tools, ensure compliance with security policies and maintain useful departmental webpages. Lead in the development and/or improvement of the Enterprise accounting system, controls and reporting processes. Work collaboratively with the others to coordinate and assist with any system upgrades to existing systems and/or new system implementations and provide training for staff. Develop, communicate, monitor, and validate adherence to business policies, procedures, and internal controls based on industry best practices and risk mitigation. Design and maintain contemporary and innovative systems that are robust and aligned with local, state, and federal regulations. Review, on a biannual basis, and partnership with General Counsel when necessary, all Business Office polices. Supervision and Development Ensure superb customer satisfaction and efficient operations of the overall department while ensuring work is performed in a timely and accurate manner. Build a cohesive team that embraces the university’s mission, adapts quickly to change, and promotes innovation. Provide professional development and training opportunities for staff that help the team succeed as a whole. Maintain professional growth and development through seminars, workshops and professional affiliations to keep abreast of latest developments in regulatory changes, higher education finance, budgeting, and in other related areas. Participate, as resources allow, in national and regional professional organization leadership to improve visibility of the university. Recruit, supervise, develop, train, mentor, and evaluate the performance of assigned personnel. Motivate staff and develop an effective high-functioning team to achieve peak productivity and performance. Encourage customer-oriented staff interaction with students, parents, and employees. Campus Involvement Model a leadership style that supports observance of the highest ethical standards of conduct and works with university campus units to implement processes and procedures to ensure university-wide compliance. Develop strong working relationships with units across the university to establish methods to continuously improve efficiency and quality of services and to reduce vulnerability to fraud, abuse and waste. Interface and build relationships with colleagues across the university to address the information and financial data needs that allow them to make informed decisions and achieve their financial, strategic, and operational goals. Support the University’s mission of diversity, equity, inclusion, and justice. Participate in campus-wide contingency and business continuity planning. Develop and maintains Business Office emergency continuity plan. Supports the Emergency Operations Committee. Other Duties Oversee grant accounting and reporting. Provide assistance, as required, when the university is applying for federal and private grants. Monitor the university’s purchasing functions, including updating and maintaining purchasing policies and procedures, and providing appropriate forms (i.e. purchase orders, purchase requisitions, requests for payment, and travel reimbursement). Complete and/or oversee special projects and perform other duties as assigned. Knowledge Of: Financial and accounting practices and reporting, including chart of accounts design, asset management, general ledger, budgeting, payroll, payables and receivables, purchasing and expense management. Generally Accepted Accounting Principles, GASB and FASB standards, Fund Accounting Principles, and Internal control standards Current and emerging trends in financial technologies and analytical tools, and issues Contemporary issues and regulations impacting higher education and non-profit entities Financial enterprise application systems, such as Ellucian Colleague, Banner, Workday, PeopleSoft, or similar financial systems. Business continuity practices Applicable federal and state laws and regulations that impact all facets of university policies and procedures. California labor relations and employment practices. Cal Lutheran’s mission and purpose as a comprehensive university within the Evangelical Lutheran Church of America Ability To: Prepare, gather, review, evaluate, and analyze complex financial and statistical data and prepare reports, summary conclusions, and recommendations for University leaders Effectively interact and collaborate with and present to diverse individuals at all organizational levels, both inside and outside of the university. Demonstrate excellent interpersonal and communication skills, active listening, tact, customer service, and patience. 1) As part of this expectation, develop and deliver professional level oral and written presentations that are clear and accessible to diverse audiences, most of whom are unfamiliar with accounting terminology and standards. 2) It also includes formulating succinct oral and written messages around complex topics and financial models and high-level reports that are public. Demonstrate successful administrative experience, preferably in a higher education setting Plan, organize, lead and handle multiple projects and priorities simultaneously, meet schedules and due dates, and adjust plans due to changing circumstances Initiate, respond to, and manage change and perform well with a certain level of ambiguity Effectively advise and collaborate with senior management on financial issues Hire, train, mentor, develop, supervise, and evaluate the performance of assigned personnel. Provide regular feedback, coaching and recognition for excellence in performance creating dynamic, mentoring environment. Maintain the highest standards of integrity and professional conduct with ability to maintain a high level of confidences, confidentiality, objectivity, fairness, and navigate sensitive issues. Exercise independent judgment and utilize diplomacy in handling sensitive matters. Research, interpret, and implement generally accepted accounting principles, and other regulatory and compliance requirement. Utilize Microsoft Office Suite applications, computerized accounting systems, endowment accounting software. Help the university reinforce its commitment for diversity, equity, inclusion, and justice. Minimum Qualifications: Any combination equivalent to: Bachelor’s degree from an accredited college or university in accounting, finance, or business administration (with a major in accounting or finance) plus a Certified Public Accountant or Certified Managerial Accountant certification, or Master’s degree in Accounting or Finance, or MBA (with emphasis in Finance) OR A combination of education and work experience; and ten (10) years of related progressive responsibility with administrative and supervisory professional experience in the field of financial accounting, audit, and finance with at least five (5) years of management level experience. Experience must include direct use of computerized accounting, purchasing, accounts payable, budget, payroll and receivable systems. Preferred Qualifications: Experience in higher education industry. Licenses and Other Requirements: CPA or CMA or MBA Physical Abilities: Working Environment: Full time 40+ hours per week position in a dynamic office environment; diverse campus community; multiple interruptions; multiple project deadlines; professional commitment; occasional evening and weekend work; some travel. Posting Number: Staff002472022 Number of Vacancies: Desired Start Date: 06/26/2023 Position End Date: Open Date: 05/17/2023 Close Date: 6/7/2023 Open Until Filled: No Application Procedure/Special Instructions: To apply, visit https://careers.callutheran.edu/postings/10723 California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation. jeid-5ec0aa557302b84ea2cd46b8dfa25fe4
Full Time
Associate Vice President for Finance and Controller Position Category: Staff (Exempt) FLSA: Exempt FTE: 1 Location: Thousand Oaks University Background: The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity. Basic Function: The Associate Vice President for Finance/Controller is a senior-level management position within the Administration and Finance Division that reports to the Vice President for Finance. The AVP oversees and reports on the university's annual financial operations whose totals are approximately $115 million and whose net assets are approximately $310 million. He/she/they also directly manages a department budget of $1.2 million and a current staff of 16 people. The incumbent is responsible for the accuracy, integrity, and maintenance of all university financial records and systems. The incumbent also directs, coordinates, and provides strategic oversight and strong administrative leadership of the university's general accounting, financial operations, analysis and reporting, grant and endowment accounting, tax reporting, bond compliance, student financial services, financial systems management, and external audits. Additionally, the AVP for Finance/Controller interfaces with the Board of Regents' committees for finance, audit, and investment. Representative Duties: Treasury and Investments Manage and maintain relationships with service providers, such as commercial banks, endowment advisors, and independent auditors to maximize value. Ensure endowments are administered in accordance with donor restrictions, industry accounting standards and UPMIFA, and that the spending policies approved by the Board of Regents are appropriately enforced. Make stock and asset trades as directed by the Investment Committee of the Board of Regents. Oversee the accurate maintenance of banking and investment records, ensuring accounts are reconciled monthly and all transactions are properly accounted for in a timely fashion. Manage timely and accurate tax-exempt bond accounting and bond project reporting while ensuring overall compliance with reporting standards as required by outside entities. Monitor the university operating short-term investments, endowment investments, and bond reserve fund investments and offer proposed interventions as necessary. Manage and make accessible to the president the university’s cash flow position. Financial Reporting Manage the general ledger closing and the monthly and annual financial reports, ensuring timeliness and accuracy Analyze complex financial and statistical data and prepare accounting statements, summary conclusions and recommendations in accordance with generally accepted accounting principles. Monitor the university’s financial records to ensure precision and integrity of all data. Assist the Vice President for Finance in developing presentation materials, reports, and financial analysis and modeling for various meetings. This includes meetings with the Cabinet, Board of Regents, Deans Council, Budget Committee, rating agencies and other internal and external entities. Assist in the staffing of Board of Regents’ committees for Audit, Investment, and Finance & Administration. Forecasting and Analysis Create and manage the budget for the Business Office. Generate reports that analyze university spending and related trends. This includes but is not limited to forecasting and preparing cost studies for management and the Board of Regents through the use of relevant and strategic dashboards. Prepare pro-forma financial plans for new programs, new construction projects, etc. that are under consideration. This includes a projected impact on financial statements and financial ratios. Provide oversight of financing for capital/equipment, technology and long and short-term facilities planning. Work closely with university management to identify and analyze various financial and budgetary issues, strategic and financial planning efforts. Work collaboratively with key functional areas of the university including human resources, registrar, admissions, international programs, facilities, information technology, and academic affairs to ensure seamless business operations. Support the Vice President for Finance and/or Executive Director of Budget and Financial Planning as needed with additional financial and accounting duties. Audit and Regulatory Filings Prepare, in coordination with university’s independent auditors, the annual review of financial statements and information for audits (financial statements, federal awards, retirement plan, and KCLU radio station). Prepare regulatory reporting and tax returns. This includes all federal, state and private higher education fiscal reporting requirements and surveys for benchmarking. Ensure that the Conflict of Interest process is completed annually Conducts ongoing research, monitors, interprets, and implements generally accepted accounting principles, tax rules, grant requirements, and other regulatory and compliance requirements. Systems and Internal Controls Support and guide the Business Office to further streamline business processes, optimize the use of technology and oversee technology upgrades, implement digital tools, ensure compliance with security policies and maintain useful departmental webpages. Lead in the development and/or improvement of the Enterprise accounting system, controls and reporting processes. Work collaboratively with the others to coordinate and assist with any system upgrades to existing systems and/or new system implementations and provide training for staff. Develop, communicate, monitor, and validate adherence to business policies, procedures, and internal controls based on industry best practices and risk mitigation. Design and maintain contemporary and innovative systems that are robust and aligned with local, state, and federal regulations. Review, on a biannual basis, and partnership with General Counsel when necessary, all Business Office polices. Supervision and Development Ensure superb customer satisfaction and efficient operations of the overall department while ensuring work is performed in a timely and accurate manner. Build a cohesive team that embraces the university’s mission, adapts quickly to change, and promotes innovation. Provide professional development and training opportunities for staff that help the team succeed as a whole. Maintain professional growth and development through seminars, workshops and professional affiliations to keep abreast of latest developments in regulatory changes, higher education finance, budgeting, and in other related areas. Participate, as resources allow, in national and regional professional organization leadership to improve visibility of the university. Recruit, supervise, develop, train, mentor, and evaluate the performance of assigned personnel. Motivate staff and develop an effective high-functioning team to achieve peak productivity and performance. Encourage customer-oriented staff interaction with students, parents, and employees. Campus Involvement Model a leadership style that supports observance of the highest ethical standards of conduct and works with university campus units to implement processes and procedures to ensure university-wide compliance. Develop strong working relationships with units across the university to establish methods to continuously improve efficiency and quality of services and to reduce vulnerability to fraud, abuse and waste. Interface and build relationships with colleagues across the university to address the information and financial data needs that allow them to make informed decisions and achieve their financial, strategic, and operational goals. Support the University’s mission of diversity, equity, inclusion, and justice. Participate in campus-wide contingency and business continuity planning. Develop and maintains Business Office emergency continuity plan. Supports the Emergency Operations Committee. Other Duties Oversee grant accounting and reporting. Provide assistance, as required, when the university is applying for federal and private grants. Monitor the university’s purchasing functions, including updating and maintaining purchasing policies and procedures, and providing appropriate forms (i.e. purchase orders, purchase requisitions, requests for payment, and travel reimbursement). Complete and/or oversee special projects and perform other duties as assigned. Knowledge Of: Financial and accounting practices and reporting, including chart of accounts design, asset management, general ledger, budgeting, payroll, payables and receivables, purchasing and expense management. Generally Accepted Accounting Principles, GASB and FASB standards, Fund Accounting Principles, and Internal control standards Current and emerging trends in financial technologies and analytical tools, and issues Contemporary issues and regulations impacting higher education and non-profit entities Financial enterprise application systems, such as Ellucian Colleague, Banner, Workday, PeopleSoft, or similar financial systems. Business continuity practices Applicable federal and state laws and regulations that impact all facets of university policies and procedures. California labor relations and employment practices. Cal Lutheran’s mission and purpose as a comprehensive university within the Evangelical Lutheran Church of America Ability To: Prepare, gather, review, evaluate, and analyze complex financial and statistical data and prepare reports, summary conclusions, and recommendations for University leaders Effectively interact and collaborate with and present to diverse individuals at all organizational levels, both inside and outside of the university. Demonstrate excellent interpersonal and communication skills, active listening, tact, customer service, and patience. 1) As part of this expectation, develop and deliver professional level oral and written presentations that are clear and accessible to diverse audiences, most of whom are unfamiliar with accounting terminology and standards. 2) It also includes formulating succinct oral and written messages around complex topics and financial models and high-level reports that are public. Demonstrate successful administrative experience, preferably in a higher education setting Plan, organize, lead and handle multiple projects and priorities simultaneously, meet schedules and due dates, and adjust plans due to changing circumstances Initiate, respond to, and manage change and perform well with a certain level of ambiguity Effectively advise and collaborate with senior management on financial issues Hire, train, mentor, develop, supervise, and evaluate the performance of assigned personnel. Provide regular feedback, coaching and recognition for excellence in performance creating dynamic, mentoring environment. Maintain the highest standards of integrity and professional conduct with ability to maintain a high level of confidences, confidentiality, objectivity, fairness, and navigate sensitive issues. Exercise independent judgment and utilize diplomacy in handling sensitive matters. Research, interpret, and implement generally accepted accounting principles, and other regulatory and compliance requirement. Utilize Microsoft Office Suite applications, computerized accounting systems, endowment accounting software. Help the university reinforce its commitment for diversity, equity, inclusion, and justice. Minimum Qualifications: Any combination equivalent to: Bachelor’s degree from an accredited college or university in accounting, finance, or business administration (with a major in accounting or finance) plus a Certified Public Accountant or Certified Managerial Accountant certification, or Master’s degree in Accounting or Finance, or MBA (with emphasis in Finance) OR A combination of education and work experience; and ten (10) years of related progressive responsibility with administrative and supervisory professional experience in the field of financial accounting, audit, and finance with at least five (5) years of management level experience. Experience must include direct use of computerized accounting, purchasing, accounts payable, budget, payroll and receivable systems. Preferred Qualifications: Experience in higher education industry. Licenses and Other Requirements: CPA or CMA or MBA Physical Abilities: Working Environment: Full time 40+ hours per week position in a dynamic office environment; diverse campus community; multiple interruptions; multiple project deadlines; professional commitment; occasional evening and weekend work; some travel. Posting Number: Staff002472022 Number of Vacancies: Desired Start Date: 06/26/2023 Position End Date: Open Date: 05/17/2023 Close Date: 6/7/2023 Open Until Filled: No Application Procedure/Special Instructions: To apply, visit https://careers.callutheran.edu/postings/10723 California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation. jeid-5ec0aa557302b84ea2cd46b8dfa25fe4