Arizona Technology Council and the Arizona Technology Council Foundation is seeking a Director of Finance & Administration.
The Arizona Technology Council and the Arizona Technology Council Foundation is looking for someone to join our senior staff as the Director of Finance & Administration, to oversee all finance and accounting functions, administration, human resources for both our 501c(3) and 501c(6) organizations. The Director of Finance & Administration is both a “hands on” member of the finance team and a forward-thinking, strategic financial leader responsible for forecasting financials, trends, and projections that identify potential areas of risk and opportunity, initiating informed recommendations to the CEO, Executive Director, Board of Directors, and Finance Committee. The Director of Finance & Administration also supports the Council & Foundation in efforts to develop governance/financial strategies and ensure long-term governance/financial stability and financial integrity, all according to AAM best practices. The Director of Finance & Administration is report to the President & CEO of the Arizona Technology Council.
SCOPE AND RESPONSIBILITIES:
- Serve as a thought partner with the President & CEO (Council) and Executive Director (Foundation) to create detailed and credible plans to execute current and future business strategies.
- Responsible for daily & monthly financial operations, systems, and reporting, including budget and forecasting reports, and identifies strategic opportunities to advance the mission of both organizations. Responsible for all aspects of financial management of the organization, including financial planning, accounting, budget, credit, tax, and audit.
- Responsible for all accounting functions including, but not limited to, accounts payable, accounts receivable, payroll, grants administration, maintenance of Council/Foundation accounting records, multiple employer plan 401K administration. Works closely with grant writer(s), providing budgets as needed and ensuring that all grants obligations are met. Provides direction for grant and contract management and compliance.
- Designs and coordinates a wide variety of financial and statistical data and reports, including preparation of interim financial performance projections, to work with the executive team to develop plans for strategic opportunities and corrective actions. Ensures timeliness, accuracy, and usefulness of financial and management reporting for AZTCF’s executive team, Board of Directors, and donors.
- Maintains a system of internal controls with emphasis on safeguarding cash receipts, grant funding-restricted cash accounting, invoicing, board minutes, other internal governance documents, etc. Develops and ensures compliance of internal operational policies and procedures as well as ensures legal and regulatory compliance regarding all financial functions.
- Provides exceptional leadership of the finance team and builds a culture of excellence; disciplined, “buttoned up” accounting; transparency; and effective communication. Manages team with a strategic and opportunistic focus.
- Engages with the Board of Directors and Finance Committee with respect to financial results, financial budgets and planning, investment management of AZTCF’s endowment funds (preferred), and other financial matters that may arise, ensuring the absence of (negative) surprises.
- Responsible for directing overall financial policies and procedures.
- Ensures that statutory reporting is filed and documented in a timely manner. Meets all filing deadlines for tax purposes. Manages annual audit activities, including proper filing of tax/990 returns.
- Manage multiple federal, state and private grants, ensuring compliance with funding requirements as well as organizational policies and procedures. Develop budgets for new grant applications. Manage employee time reporting and allocation of expenses among programs.
- Process payroll using remote payroll service, review/file forms necessary for compliance with federal, state requirements
- Process commissions and expenses for staff
- Maintain personal time off (PTO) tracking
- Process Fidelity payment
- Maintain payroll records,
- Oversight and proficiency with the customer relationship management system (GrowthZone).
- Manage the membership renewal and payment process, including preparation and distribution of membership renewal invoices as well as recording payments
- Reconcile revenue (Membership, Sponsorship and Events) in GrowthZone to accounting system
- Coordinate the follow-up of outstanding accounts receivable each month with staff
- Manage activities for the Board of Directors’ and monthly Executive Committee Meetings
- Send out email meeting reminders to Executive/Board members
- Coordinate the preparation of Executive Committee and Board Meeting minutes and agendas
- Prepare Executive Committee and Board reports prior to meetings
- Assist taking minutes at each meeting
- Establish and maintain individual employee files, coordinate with the Executive Director the supervision of staff hiring or termination, Identify and recommend for adoption personnel policies and employee benefit programs (health insurance, long-term disability insurance, etc.), Coordinate unemployment and workers’ compensation issues, Onboard New Hires, Process all termination paperwork necessary
- Risk management: annually review, and manage RFP process for property/casualty, liability, D&O insurance coverage, etc., in collaboration with the Finance Committee.
- Professional development: participate in ASAE, other professional associations to stay current on trends, issues, etc. for this position
- Perform other activities as directed by the President and Executive Director.
SKILLS & ABILITIES REQUIRED:
- Must have outstanding integrity and ethics, excellent management and interpersonal skills, be persuasive, possess exceptional reasoning skills, and have outstanding written, verbal and presentation skills.
- Leadership skills as characterized by the demonstrated ability to develop a common vision with the CEO and a management style that results in engaged, highly motivated staff and teamwork. Effective communication and flexibility are required.
- Highly organized self-starter with good problem-solving and analytical skills; demonstrated expertise in quality and performance improvement; and capable of managing and prioritizing multiple tasks.
- Working knowledge of GAAP, GASB, and FASB statements for accounting practice in nonprofit accounting.
- A good understanding of how to utilize CRM software (SalesForce & GrowthZone) and proficiency in Microsoft Office products with a heavy emphasis in Excel. Fluent knowledge of Quick Books, Google Docs and Google Classroom
- Ability to effectively communicate financial information to non-financial managers and board members.
- Proficient in general office procedures and practices
- Knowledge of Arizona Political Action Committee requirements & Reporting
- Ability to meet strict deadlines and to adjust priorities as needed
- Ability to work with diverse populations (board, staff, volunteers, clients)
- Relevant bachelor’s degree in accounting, finance, or related field. CPA preferred but not required.
- Minimum of 5 years management level administrative accounting and budgeting experience in a non-profit 501c6 & 501c3 organization.
- Ability to work overtime hours as necessary.
- Global experience strongly preferred, adept at operating in international and multicultural contexts.
This job description is not intended to be all-inclusive; Arizona Technology Council & Foundation reserves the right to revise or change job duties as the need arises. Job descriptions do not constitute written or implied contracts of employment. Employment with Arizona Technology Council & Foundation is at will.