Financial Planning and Analysis

• Oversee the daily workflow of the department including the Controller, Accountant and Accounting Associate.
• Guide and motivate the finance team, collaborate effectively with other departments.
• Navigate and resolve disagreements efficiently within the organization, providing data needed for perspective.
• Provide constructive and timely performance evaluations.
• Ensure organization’s assets are safeguarded.
• Lead in the preparation of the annual budgets for two entities.
• Create and maintain budgets, forecasting future performance, and tracking key financial metrics.
• Provide CEO with monthly financial updates on reserves, company profit and loss balance and activity, and other financial metrics.
• Develop, generate, edit and analyze accounting reports and monthly financial statements.
• Ensure accurate and timely financial reporting, adhering to accounting standards and regulatory requirements.
• Provide constructive and timely guidance regarding all things finance related.
• Oversee cash inflows and outflows, ensuring adequate liquidity, and optimizing working capital.
• Develop and implement long-term financial strategies aligned with the company’s overall objectives.
• Oversee the management of the A/R and A/P functions.
• Monitor compliance with 401(k) and 457(b) benefit plans and filing or regulatory reports.
• Oversee state and federal tax filings including Form 990, property tax returns, lobbying returns.
• Review and approve semi-monthly payroll journal entries and a few other journal entries prepared by the Controller.
• Calculate annual dues in coordination with the Controller.
• Audit travel expense reports and invoices on a weekly basis.
• Administers business insurance plans.

Chief Financial Officer

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