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CFO

Texas Society of Certified Public Accountants

ADDISON, TX

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JOB DETAILS
SKILLS
Accounting, Accounting Certifications, Accounting Close, Administrative Management, Alliance/Partner Management, Alliance/Partner Marketing, Asset Management, Banking Services, Best Practices, Budget Management, Budgeting, Business Administration, Business Analysis, Capital Budgeting, Cash Flow, Cash Management, Certified Public Accountant (CPA), Channel Strategies, Contract Management, Corporate Law, Dental Insurance, Executive Assistant Skills , Federal Laws and Regulations, Federal Tax, Fiduciary, Finance, Finance Software, Financial Analysis, Financial Compliance, Financial Management, Financial Operations, Financial Policies, Financial Procedures, Financial Reporting, Forecasting, General Ledger Accounting, Generally Accepted Accounting Principles (GAAP), Head of Finance, Health Insurance, Human Resources, Information Technology & Information Systems, Insurance, Investment Management, Leadership, Legal, Licensing, Maintain Compliance, Management Reporting, Negotiation Skills, Operational Audit, Process Flow, Product/Service Launch, Profit & Loss Forecasting, Revenue Growth, Staff Policies, State Laws and Regulations, State Tax, Strategic Planning, Time Management, Training/Teaching, Tuition Fees, Vendor/Supplier Planning, Vision Plan
LOCATION
ADDISON, TX
POSTED
28 days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Training & development
  • Tuition assistance
  • Vision insurance
  • Wellness resources


Strategy, Planning and Management 
  • Assess and evaluate financial performance of the organization and related entities with regard to operational goals, budgets and forecasts.
  • Serve as strategic business partner on the senior leadership team. Communicate, engage and support the CEO, COO, and Department Directors.
  • Create and establish annual and multi-year financial objectives that align with the company’s plans for growth and expansion.
  • Provide strategic recommendations regarding operations models and revenue growth. 
Financial Analysis, Budgeting and Forecasting
  •  Prepare and present monthly financial reports including monthly profit and loss, forecast vs. budget and cash flow in accordance with Generally Accepted Accounting Principles.
  • Review and analyze monthly financial results and provide recommendations.
  • Identify, develop and execute analysis of business initiatives, product launches and/or new service offerings.
  • Lead the development of annual operating budgets including capital requests.
Accounting, General Ledger, Administration and Operations
  •  Supervise the accounting department to ensure the proper functioning of all systems, databases and financial software. 
  • Review and ensure application of appropriate internal controls, compliance and financial procedures and appropriate department policies and procedures are in place and implemented. 
  • Ensure timeliness and accuracy of financial and management reporting data for leadership team and volunteer leaders.
  • Oversee the preparation and timely filing of all local, state and federal tax filings.
  • Work with Human Resources to ensure appropriate legal compliance.
  • Oversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies.
  • Ensure adequate insurance coverage for TXCPA and negotiate policies.
  • Oversee contract management process and administration.

Financial Management
  •  Oversee cash, investments and asset management area. Manage cash flow planning process and ensure funds availability.
  • Explore new investment opportunities and provide recommendations on potential returns and risks.
  • Maintain outstanding banking relationships and strategic alliances with vendors and business partners.
  • Remain current on audit best practices as well as state, federal and local laws regarding company operations.
Information Technology
  • Identify, acquire and implement systems and software to provide critical financial and operational information. Evaluate departments and make suggestions for automating processes and increasing working efficiency.
  • Oversee the relationship with third party technology provider. 
Additional Areas of Responsibility
  •  Serve as staff liaison to the TXCPA Insurance Trust Board which has responsibility for member insurance.
  • Oversee accurate and timely filings of the TXCPA Political Action Committee.
  •  Serve as staff liaison to assigned committees to include: the Compensation Committee, Finance Committee, Investments Committee, and Audit Committee with responsibilities and duties as outlined in the Staff Policies and Procedures Manual.
  •  Member of TXCPA 401(k) Investment Committee which has fiduciary responsibility for the employees’ 401(k) plan.
  •  Serve as CPA on staff to the peer review program 
 
EDUCATION, EXPERIENCE AND LICENSING REQUIREMENTS:
1. Bachelor's degree in accounting, finance or related field (MBA Preferred)
2. Certified Public Accountant certification required.
3. Minimum 7 years’ experience in accounting and financial management practices including budgeting/forecasting, treasury activities and operations.
4. 10 years’ experience including interaction with senior-level management. 

Flexible work from home options available.

About the Company

T

Texas Society of Certified Public Accountants

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