California Dental Association

Controller

• Perform detailed review of the monthly financial statements as prepared by the general ledger staff, including: reviewing all account reconciliations, journal entries, and financial statements.
• Review analysis of each company’s operating results; interpreting and applying GAAP; provide recommendations to Senior Director, Finance based on statement analysis.
• Coordinate and manage the interim and annual audit process for all CDA companies and subsidiaries. This includes the review and testing of internal controls, and the preparation of consolidated financial statements on a GAAP basis, as well as all corresponding footnotes.
• Manage the Operations, and General Ledger staff including: interviewing, selecting, training, developing, supervising, evaluating, and counseling staff within area of responsibility. Staff responsibilities include general ledger and operations functions which include all accounts receivable and accounts payable related functions.
• Jointly responsible for all aspects of payroll processing, including bi-monthly payroll runs, payroll taxes and compliance, employee 401k and benefit deductions, and administration of payroll processing software.
• Shared responsibility with human resources.
• Responsible for all aspects of insurance operations accounting, including claims payments, electronic payment withdrawals, payment applications and sales commission tracking.
• Prepare reports which summarize and forecast company business activity and financial position in areas of cash balances, income, expenses, and earnings based on past, present, and expected operations.
• Assist Finance leadership team on providing meaningful business analysis and identify key business issues and trends.
• Responsible for establishing system of controls that include financial operations and reporting, business operations and IT system controls that mitigate the risk of fraud or error and ensure the integrity of information that supports financial reporting.
• Develop and maintain accounting policies, procedures, and documentation to ensure consistency and compliance.
• Review key processes and recommend enhancements to strengthen risk management and operational accountability.
• Responsible for treasury and cash management, including the preparation of cash forecasts. Assist Finance leadership team in understanding and anticipating cash needs and the impact of Company activities on operating cash.
• Evaluate treasury processes to optimize cash utilization and minimize financial risk. Monitor and ensure compliance with Company investment policies.
• Assist in the preparation and maintenance of the annual budgets, business and profit plans, operating forecasts, and financial plans.
• Responsible for the maintenance of the general ledger accounting system and all interfaces from other core software systems throughout the organization. This includes maintaining the allocations within the general ledger that are vital to a successful monthly close process.
• Coordinate the tax filing for CDA and related entities, including: federal and state annual returns, arranging for the timely payment of quarterly income tax deposits, monthly/quarterly sales tax returns, annual property tax statements, business license filings and other related filings.
• Review, analyze, prepare, and report recommendations regarding the financial impact of equipment purchases, business opportunities, compensation plans, capital expenditures, and other identified areas.
• Responsible for CDA’s and its subsidiaries corporate bank, merchant, and employee credit card accounts. Ensure expected customer service levels are maintained during project implementations, staff absences/leaves and during peak workload situations. Establish procedures, prepare and coordinate schedules, and expedite workflow.

Learning and Development

• Partner with the Director of Educational Programs and key stakeholders to research, forecast, and define future education products aligned with member needs, strategic initiatives, and revenue goals.
• Design and deliver instructionally sound learning journeys, courses, and programs using established methodologies (e.g., ADDIE, Agile) across virtual, in-person, and blended formats.
• Analyze LMS data and key performance indicators; develop dashboards and reports to assess program effectiveness and inform process and quality improvements.
• Collaborate closely with events operations and logistical leads before, during, and after programs to ensure high-quality learning experiences for CDA audiences.

Controller

Learning & Development Manager