Director of Business & Finance

Category: Credit Matters Published: Thursday, 05 February 2015 Written by Admin

TITLE: Director of Business amp; Finance

DEPARTMENT: Admin amp; Business Operations

FLSA STATUS: Full-Time, Salaried, Exempt

REPORTS TO: President

OVERALL JOB RESPONSIBILITY

The Director of Business amp; Finance oversees the day-to-day work of Poynters business and operations departments, specifically Special Projects, Finance, Human Resources, Information Technology, Customer Service and Facilities. Provides guidance to leaders of these units. Advises the President on matters involving these areas, and coordinates their activities with the Vice President of Academic Programs and other department heads. Serves on the Finance Committee of The Poynter Institute Board of Trustees, and acts as the secretary of the full board.

The Director of Business amp; Finance designs, directs and manages financial activities, finance personnel and financial systems of the Institute. Assists the President in developing strategic, financial and operational plans to achieve short and long-range corporate goals. Prepares and directs financial statements, forecasts and budgets. Develops and implements policies and procedures to achieve financial and operational objectives.

POSITION RESPONSIBILITIES

  • Works with the President to manage Poynters budget and financial activities, focusing on both strategic direction and ongoing management of income and costs.
  • Collaborates with the Human Resources manager to ensure the maintenance of policies and practices that create a safe and productive work environment; salary and benefit offerings that attract excellent staff while meeting the Institutes budget goals; and innovative solutions to the challenges of a rapidly changing workplace.
  • Oversees the Information Technology departments efforts to provide Poynters staff, in a cost-effective manner, with appropriate tools and communications infrastructure for carrying out the work of the Instituteand to maintain those tools.
  • Manages facility and the facilities staff to maintain and improve the Institutes campus, ensuring that it offers our guests and staff a welcoming, safe, productive and memorable environment. Also, oversees capital improvements and purchases, strategic plans, and tenants who occupy the building.
  • Ensures the safety and environmental well being of employees, students, and visitors to the Institute as the Facilities Team Leader. Responsible for building upkeep via employees and vendor contracts. Reviews contracts periodically for cost and service control.
  • Directs activities of accounting department in preparation and maintenance of Institutes accounting books and records and all related accounting functions. Provides proper management and support of staff to allow fulfillment of department responsibilities.
  • Compiles and/or reviews financial statements, variance analyses and inventory records for reporting results of operations and treasury activities. Creates statistical reports for management of financial analyses. Provides financial information and trend analyses as required by Board of Trustees, department heads and other authorized users. Assures accurate recording of and reporting on assets, debt, and property owned. Provides appropriate financial information to other authorized users - banks, suppliers, employees, customers, the US Government (IRS, DOL, SSA) and state governments. Directs preparation of tax returns and government reporting.
  • Leads special projects as requested by the President or the Board of Trustees.
  • Manages operating and investment accounts. Formulates policies on credit matters and manages credit and collections activities for the Institute. Manages custodial and cash management responsibilities, including formulating and recommending policies on banking, receipt and disbursement of moneys and payment of payroll.
  • Plans and directs annual budget. Coordinates, in conjunction with President and Vice President of Academic Programs, Institutes strategic, capital, cash flow and operational plans. Plans and manages budgeting system. Works with department heads to coordinate their planning of annual objectives. Provides reports and reviews procedures to monitor progress against budget plan at all levels.
  • Establishes and implements internal control structure to protect assets. Oversees year-end audit by independent accountants.
  • Ensures compliance with regulations of governmental agencies. Has knowledge of current accounting principles and practices. Administers operating and investment plans and standards. Determines entity is satisfying all regulations by governmental agencies. Ensures implementation of Title VII/CRA64.
  • Works with insurance broker to ensure there is adequate insurance on property and other assets.
  • Reviews financial aspects of benefit plans including health, disability, life and travel insurance, retirement plans, workers compensation benefits, vacation, sick and holiday pay and educational assistance plan.
  • Oversees purchasing function (negotiation of contracts and purchase agreements with vendors).
  • Manages building tenant relationships including lease negotiations, development of new leads and ensuring timely rental payments.
  • Assists the President and business continuity team in creating and implementing crisis plans as the Business Continuity Team Leader.
  • Leads team for COE (Council on Occupational Education) reaccreditation.
  • Ensures Institutes compliance with government regulations regarding charitable registrations.
  • Serves on the Senior Leadership Team.
  • Meets regularly with the President and Vice President of Academic Programs.
  • Serves the Board of Trustees as Secretary.
  • Other duties as assigned.

RELATIONSHIP RESPONSIBILITIES

SUPERVISION RECEIVED: Reports to the President.

SUPERVISION EXERCISED: Direct reports include the Staff Accountant, HR Manager, Teaching and Event Services Director, Information Technology Manager and Facilities Specialist.

INTERNAL AND EXTERNAL RELATIONSHIPS

Regular contacts concerning matters of major importance to the welfare and success of the organization. Very high requirement for tact, timing and persuasion.

INTERNAL: Frequent contact with direct reports, President, Vice President of Academic Programs, Assistant to the President and department heads. Regular contact with other staffers regarding accounting policies and procedures. Occasional contact with various Board of Trustees members.

EXTERNAL: Regular contact with bankers, CPAs, investment trustees, insurance agents and attorneys.

POSITION SPECIFICATIONS

KNOWLEDGE amp; SKILLS: Requires advanced technical and administrative skills, basic clerical skills. High competence in field of accounting with advanced specialization. Exceptional Excel skills required. Knowledge of Macola ES a plus. Job requires flexibility, being a quick study, ability to juggle numerous tasks and think both strategically and analytically. Bachelors degree in accounting or related field, 3-5 years minimum experience in similar position. Having an organized mind as evidenced by a CPA or MBA credential is appropriate. Knowledge of accounting (financial statements, budgeting, internal control, GAAP, tax issues), accounting and budgeting systems, finance (cash management, investing, banking and financial planning), employee benefit plans (qualified retirement plans, insurance, government tax and employer regulations, IRS code, ERISA, COBRA, and risk management. Foresight, contract management, and ability to manage others are essential.

PROBLEM SOLVING/DECISION MAKING: Subject to the Presidents approval, has the last word on decisions emanating from all of Poynters business departments. Decisions guided by application of relevant laws and regulations; commitment to Poynters mission and a determination to act in the best interests of the Institute, its employees and those who seek to produce excellent journalism.

BUSINESS MEASURES: Outcomes measured by their impact on Poynters overall strategy, specific departmental goals, the Institutes financial performance and the effectiveness of Poynters programs in helping journalists improve their skills and work.

Management experience preferred.

WORKING CONDITIONS

PHYSICAL DEMANDS: Position requires sitting for extended periods, while at the computer and answering and placing telephone calls. Requires moving throughout the building and occasionally to outside business offices. Requires ability to work duplicating machine and other office equipment. Involves pushing or pulling of lateral file drawers approximately 20 lbs. Requires ability to communicate with other individuals (written and verbal) both inside and outside the company, examine printed paperwork, carry paperwork, and file paperwork in lateral cabinets. Additionally, sitting, squatting or bending at the waist is required.

WORK ENVIRONMENT: Duties are performed in a temperature controlled, non-smoking office environment. There are routine deadlines, disruptive work schedules and unpredictable events. On occasion, Director of Business amp; Finance may be required to travel on behalf of the Institute.

Salary depends on qualifications. No phone calls, please. EOE.

Email resume and cover letter to This email address is being protected from spambots. You need JavaScript enabled to view it..

Deadline to apply: February 6, 2015



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