Directs and defines the organization's financial planning and accounting practices as well as its relationship with lending institutions, Board of Directors, and the financial community by performing the following duties personally or through subordinate managers.
- Directs the accounting functions of the national organization including preparation of the annual operating budget, periodic financial forecasts, monthly management and investment reports
- Directs and oversees the office operations of the national office
- Oversees the investment and cash management functions of the national organization
- Manages the treasury function and credit relationships of the national organization
- Directs the development, approval process, and control procedures for the national operating and capital budgets
- Directs budget planning and forecasting to ensure alignment with strategic planning process
- Evaluates and negotiates tenant leases at the Make-A-Wish building including the planning and coordination of tenant renewals, relocations and/or construction
- Manages the proper tracking, administering, and reporting of all donor-restricted funds
- Reviews Corporate Alliance and other organization contracts for compliance with accounting practices and policy
- Oversees accounting and risk management related training, as necessary
- Reports the activities of the national organization to all appropriate "watchdog" agencies in a timely manner
- Establishes and oversees the corporate P-card and Wish-card programs
- Oversees the preparation of all statutory filings required of the national organization in all states and municipalities.
- Oversees the timely completion of the national office external audit and national office IRS Form 990
- Oversees the completion of the national combined audit and the relationship between chapters and the external audit firm, as needed
- Directs and monitors internal and management control systems
- Collaborates with members of the Compliance and Chapter Advancement teams, as appropriate, in addressing and resolving chapter related matters
- Oversees the establishment, maintenance and support of all nationally sponsored risk management programs
- Provides special reporting and support to other operating functions of the National Office as needed
- Oversees Centralized Finance Services provided to Chapters including implementation services, service quality and ongoing maintenance and support
- Provides information to chapters in all matters relating to areas of responsibility
- Is the staff liaison for and provides staff support to the Audit and Finance Committee
- Is a member of the Senior Leadership Team
- Daily attendance at the office is an essential duty
Supervisory Responsibilities
- Manages 4 subordinate directors and / or managers who supervise approximately 35 employees comprising the Finance and Operations team. Directs the coordination, and evaluation of these units. 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.
Core Competencies
To perform the job successfully, an individual should demonstrate the following core competencies:
- Collaboration - Develops and maintains effective relationships with people throughout the organization including the national office and Chapters; Leverages opportunities and capabilities across the organization; Shares the credit for accomplishments when appropriate; Celebrates successes that occur independent of his/her own efforts; Thinks in terms of organizational goals and achievements.
- Communications – Effective in both written and verbal communication; Exhibits good listening and comprehension; Keeps others adequately informed; Selects and uses appropriate communication methods.
- Continuous Learning - Assesses own strengths and weaknesses; Seeks feedback to improve performance; Strives to continuously build knowledge and skills; Shares expertise with others; Exhibits ability to learn and apply new skills; Keeps abreast of current developments.
- Customer Service - Displays courtesy and sensitivity; Manage difficult or emotional customer situations; Meets commitments; Responds promptly to customer needs; Solicits customer feedback to improve service.
- Job Knowledge - Competent in required job skills and knowledge; Uses resources effectively.
- Leading with Integrity - Exhibits ethical and moral behavior in everyday business conduct; Earns trust of others by disclosing information and admitting mistakes; Recognizes and resolves ethical questions; Ensures organizational ethics are widely understood and practiced; Encourages open discussion of ethical issues.
- Quality - Demonstrates accuracy and thoroughness; Displays commitment to excellence; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
- Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
- Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
- Conflict Resolution - Encourages open communications; Confronts difficult situations; Maintains objectivity; Keeps emotions under control; Uses negotiation skills to resolve conflicts.
- Financial Responsibility - Understands financial targets and budget goals; Incorporates financial analysis into strategic decisions; Implements operating budget to address changing priorities; Creates sound business cases to support expenditures; Promotes conservation of organizational resources.
- Presentation Skills - Tailors presentation to audience needs; Engages and focuses attention; Presents information logically and persuasively; Handles difficult questions and situations; Inspires audience to action.
- Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results.
- Managing People – Defines responsibilities and expectations; Sets goals and objectives; Provides direction; Provides regular performance feedback; Develops subordinates' skills and encourages growth.
- Planning & Organization - Prioritizes and plans work activities; Uses time efficiently and works in an organized manner; Plans for additional resources; Integrates changes smoothly; Sets goals and objectives.
- Problem Solving - Identifies problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Resolves problems in early stages; Works well in group problem solving situations.
- Decision Making - Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
- Analytical Skills - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Identifies data relationships and dependencies; Designs workflows and procedures.
- Business Acumen - Understands business implications of decisions; Conducts cost-benefit analyses; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
Education and/or Experience
- Minimum of Bachelor's degree (B. A.) in accounting from a four year college or university, along with a minimum of 10 years related work and managerial experience in progressing levels of accountability and responsibility. MBA preferred and nonprofit experience a plus.
Certificates, Licenses, Registrations
- CPA
Other Skills and Abilities
- Excellent knowledge of internal and management control systems in a complex environment
- Familiarity with audit planning processes and procedures and with forensic accounting processes and procedures
- Excellent knowledge of accounting and information systems applications in a nonprofit environment
- Ability to deal with sensitive information with high level of trust and confidentiality
- Must be familiar with relevant changes in tax and accounting regulations, including those pertinent to the non-profit sector
Other Qualifications
- Ability to travel for job-related functions