Title: Director, Accounting and Finance Reports To: Executive Director
Department: FinanceSupervises: Manager, Finance
Division: Finance & Administration Created: September 2009
FLSA Status: Exempt Revised: April 2019
Staff Liaison: Investment Committee Budgetary Responsibilities: Over $3M
Budget & Finance Committee
Building committees & task forces
General Summary of Responsibilities: Under the direction of the Executive Director, direct all accounting and fiscal management aspects of the organization, building upkeep and improvements, Assist with organization activities and special projects as directed.
Essential Job Functions: (duties may not be ranked by order of importance)
Management & Supervisory Responsibilities
Supervise the work of the Accounting Department. Serve as mentor and coach and ensure that all work efforts are being directed to achieve the overall goals of the department.
Direct development, maintenance and execution of fiscal policies, accounting and internal financial controls.
Ensure the timely and accurate reporting of financial data, in conformity with accounting standards, and provide that information regularly to the Executive Director, Staff, AGD officers and members of the Board. Meet regularly with department heads to gain an understanding of major variances and provide mentoring and guidance.
Manage the maintenance of the banking and investment relationships.
Oversee a cash management system that maximizes returns on idle cash from operations in accordance with appropriate risk tolerance.
Work with other departments to develop the budget for the next fiscal year and monitor monthly budget variances and maintain the financial reporting/budget modules
Work with other departments to forecast projected results at appropriate times during the fiscal year.
Establishment and implementation of short and long range financial goals and objectives of the organization.
Develop and analyze financial data in order to appraise operating results and efficiencies bearing on the fiscal soundness of the organization.
Provide tax planning and oversee the prompt and accurate filing of tax returns.
Oversee financial activities of the AGD and AGD Foundation (AGDF).
Oversee annual audits of the AGD and AGDF.
Supervise investment of funds, acts as staff liaison for Investment Committee, and maintains banking relationships.
Monitor financial systems of the organization.
Investigate and manage all commercial insurance policies (worker’s comp, event cancellation, property & casualty, travel, employment practices liability, Directors & Officers liability, policy, liability for AGDF, etc.)
Manage AGD facilities including primary contact with the building manager, upkeep, space management, major repairs, capital improvements, and long term storage.
Minimum Qualifications for Consideration:
Education: Bachelor’s degree in Accounting; Master’s degree, CAE or CPA preferred.
Credentials (years of experience): At least six years professional management experience which includes managing accounting, automated, integrated accounting system experience. Supervisory experience required. Knowledge of generally accepted accounting principles required plus experience managing a professional/clerical accounting staff. Certified Association Executive (CAE) and/or Certified Public Accountant (CPA), preferred.
Knowledge, Skills and Abilities: Be able to communicate authoritatively, effectively and tactfully with AGD officers, members, suppliers and staff and present a positive image of AGD through these communications. Possess exceptional PC skills, including Excel, and ability and willingness to learn new software and programs as required. Be able to provide computerized support for the budgeting process. Knowledge of federal and local tax requirements, experience in not-for profit tax compliance issues. Good written and verbal communication skills, project management, deadline orientation and understand meaning of confidentiality. Well organized, with a high degree of attention to detail, able to establish priorities, develop a budget, monitor and control expenditures. Able to work additional hours and travel as needed. Experience with iMis and Microsoft Dynamics 365 GP (formerly Great Plains accounting software) preferred.
General Understanding and Nature of the Position Description:In Accordance with the Americans with Disabilities Act, the above statements are intended to describe the general nature and level of work being performed by people assigned to this job classification. These statements are not intended to be an exhaustive list of all responsibilities, duties and skills of personnel so classified.
About Academy of General Dentistry
Helping General Dentists Thrive
Founded in 1952, AGD is the only professional association that exclusively represents the needs and interests of general dentists. AGD provides its more than 40,000 members with the resources, support and inspiration they need to deliver the best dental care and oral health education to the public.
AGD’s mission is to “advance general dentistry and oral health through quality continuing education and advocacy.” Through this mission, AGD member dentists are able to build their careers, grow their businesses and protect their profession.
Oral health and better lives through the Academy of General Dentistry.
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