CASL seeks a talented, enthusiastic and experienced CPA to lead CASL’s Accounting and Finance Department in addition to a talented Facilities and IT team. This is an exceptional opportunity for a candidate with non-profit and governmental service contract experience to lead the energetic team, maximize efficiencies, capitalize on technology, strengthen internal and external partnerships and champion CASL’s asset, revenue and expense strategies. The individual will role model the core values of honesty, respect and responsibility, mentor the Accounting & Finance Team and work daily to develop personal and meaningful relationships with partners and team members.
For over 40 years, CASL has served people of all ages and backgrounds: Providing an educational and cultural foundation for our children, ensuring our seniors live full and independent lives with dignity, enhancing education and training for tomorrow’s workforce, strengthening families while honoring cultural heritage, and securing our community's financial well-being, to over 5,000 Chicago area residents annually.
CASL has three main funding sources: 1) Government service contracts (including direct and pass-through federal funds), 2) Individual, corporate and foundation grants and donations (managed by the Development team), and 3) Earned service revenue (ripe for growth). Primary expenditures are labor costs (86%), with a team of over 550 employees. Management of government service contracts and related receivables is a main function of the Accounting & Finance Team. CASL’s largest assets are cash & equivalents, contract receivables and the CASL community center building. The largest liabilities are long-term notes payable. CASL has a very healthy unrestricted net asset balance.
The Organization’s most recent audited financial statements are available at www.caslservice.org in the about section/Fiscal Year Reports
We value our employees and support them in learning and growth. We actively encourage—and even push for—professional development that contributes to your expertise as well as expands your capacity to champion inclusive organizational culture. We value your experience, your expertise, and your knowledge, and are especially interested in candidates that bring a diversity of identity and experience that expands our own. We work as a team to innovate and express new ideas, learn from our mistakes and celebrate our accomplishments.
Diversity and inclusion are critically important at CASL. We work collaborative every day to ensure a supportive and equitable environment for all team members that affirms, values, and recognizes the importance of diverse perspectives and voices. We are committed to consistent growth and improvement and are actively interested in team members who will help move us forward in this work. CASL strongly encourages people of color, people with diverse abilities, transgender and gender diverse people to apply.
The Director of Accounting & Finance (“DAF”) reports to the COO and oversees the functions of the accounting and finance department, in addition to Facility and Information Technology (IT), and its interaction with the operations and administrative departments of CASL and external grantors, including federal, state and local government entities. The DAF is well versed in the operations of the organization and accounting principles and best practices for internal controls and processes.
DUTIES AND RESPONSIBILITIES
Finance - 75%
Supervises the accounting and finance team in the performance of ongoing accounting functions. Monitors daily accounting activities, deadlines and proper methods.
Oversees the completion of GATA/indirect cost rate calculations and applications for federal, state and local grants.
Oversees the execution and completion of CASL’s annual financial statement audit, tax form 990 and IL AG990 and grant/contract audits.
Oversees the preparation of assigned financial reports, statements and statistics on agency financial operations for internal and external use.
Oversees the preparation and accuracy of contract billings of governmental agencies on government forms on a timely fashion, including interpretation of contract provisions. Ensures that his/her team works with the respective program managers to (a) monitor actual versus budget contract/grant variances on a monthly basis and make appropriate budget revisions recommendations, (b) monitor and adhere to deadlines for budgets, vouchers, final reports and amendments, and (c) ensure processes for the same are efficient, effective and comply with contract/grant requirements.
Oversees the preparation of weekly & monthly cash flow projections and comparisons, reports to program managers, internal management and the Finance Committee.
Constantly reviews and revises accounting and finance processes to ensure they are efficient, comply with best practices and incorporate appropriate internal controls.
Manages bi-monthly payroll and year-end tasks such as W-2 preparation, 401(k) census testing, etc.
Predicts and responds to Agency needs by managing special projects.
Responsible for the annual/bi-annual budgeting process for the Agency.
Manage the Agency’s cash and investments.
Oversee debt compliance.
Assists the COO with locating, negotiating and securing additional funding contracts.
Works with Insurance Broker(s) to ensure the Agency has appropriate contracts for business line insurance.
Works with the CEO and COO to ensure the Agency complies with regulatory matters, such as the annual report and tax returns.
Develops and maintains a good working relationship with program managers and ensures open dialog is maintained to with all departments of the Agency.
Ensures appropriate training and work experiences to allow for the continued growth of the accounting and finance team.
Works with management to ensure the accounting and finance department has appropriate external partners, such as auditors and bankers.
Implements innovative accounting tools to reduce time and paper from the accounting and finance processes.
Works with Agency management to select and implement an appropriate accounting system to integrate with that of Development and Programming.
Facility Operations - 20%
Directs the maintenance, repair and renovation of building at all facilities. Negotiates with contractors involved in facility projects.
Strategically plans facility updates and maintenance according to budget guidelines.
Administers fleet maintenance and ensures compliance with State and City regulations.
Collaborates with accounting department to assure effective and efficient control of organization assets. Maintain and update organization asset inventory.
Monitors and enforces organization’s compliance of policy and regulation set forth by federal and state agencies as well as funding compliance such as facility safety, OSHA, local zoning laws and regulations, ADA compliance, etc.
Schedules and supervises maintenance/facility workers while ensuring preventative maintenance is conducted.
Manages purchasing of supplies and office equipment.
Information Technology - 5%
Coordinates organization-wide Information Technology planning and monitor its implementation.
Leads, evaluates and recommends to the Chief Operating Officer the effectiveness of building technology systems. Reviews contracts and work with vendors to reduce costs while achieving maximum quality.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Bachelor degree in Accounting from an accredited college or university.
Minimum of ten years of experience in accounting and finance with five years of supervision experience. Experience in both public and non-profit accounting preferred.
Proficient and experienced in Microsoft Office or Excel. MAS90 software or Enterprise accounting experience preferred. Proficient with Federal, State & local grants negotiations and reporting.
Experience with earned revenue models.
Basic end-user level understanding and experience with Sage Intcct is a plus.
Required to frequently sit for extended periods.
Environment and Scheduling:
Work is performed during standard business hours, Monday through Friday generally.
Must be flexible and available to work additional hours when necessary.
CASL is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ethnic or national origin, or any other status protected by State and Federal Law.
About Chinese American Service League (CASL)
Hubbard Galbraith, LLP is a boutique consulting firm providing contract finance and accounting services in the Chicagoland area.