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American Psychological Association · 2 weeks ago

Senior Finance and Operations Team Lead

United States

Full-time

Remote

Senior Level, Lead/Staff

9+ years exp

The American Psychological Association (APA) is a scientific and professional organization representing psychologists, students, and affiliates. They are seeking a Senior Finance and Operations Team Lead to collaborate with the Deputy CFO and oversee financial operations, including budget preparation and financial reporting.

AssociationEducationHealth CareMedicalNon Profit

Responsibilities

Works closely with the Deputy CFO and the Senior Finance and Operations Advisor (SFA) team to ensure successful completion of assignments by managing timelines, defining key milestones, and coordinating schedules for timely and efficient delivery

Leads the development and preparation of consolidated operating and program budgets, prepares budget to actual reports, and delivers consolidated financial reports presented to the Deputy CFO and CFO

Engage and advise the chief and designated business unit staff to develop a budget based on strategic needs. Conduct annual meetings leading up to the budget season to determine the projects and other activities anticipated in the new year. Work with the necessary unit staff to develop a detailed budget for project/activity including staff resources, other personnel resources (temps, consultants, interns, etc.), and non-salary resources including technology expenses, meeting costs, travel, etc. Assist in review and validation of existing revenue and new revenue, if applicable

Work with chief and designated unit staff on revenue and expense projections for the current year in spring and fall to determine if changes are necessary for unit to meet its annual budget. Assist in developing plans and budget changes, if necessary, based on projections. Communicate with Finance team members to determine if overlap or collaboration is possible to strategically use APA resources

Review financials monthly for accuracy and conduct review meetings with chief and/or designated unit staff as needed to determine if original projects and activities have changed or new priorities have been identified. Work with designated units to develop a revised budget based on project changes and new priorities that fit within their annual budget. Provide training to unit staff on how to access and understand Accounting generated monthly activity reports. Provide insight or direction on how unit staff can track expenses month-to-month and in real time

Prepares and presents quarterly financial review package to management (Deputy CFO and CFO), including commenting on variances to budget, forecast and prior year. This includes review of designated unit financial reports to compare YTD budget to actuals and complete variance analysis; review of all material variances for root cause and determine if, based on new information, redeployment of resources is necessary or possible

Work with unit chief, designated unit staff, and Office of People Engagement (OPE) on hiring new staff and compliance of salary offers with budgeted salaries and OPE policies. Monthly reconciliation of staff positions and budgeted salaries to OPE reports to ensure unit is operating within budgetary guidelines. Also ensure accurate headcount

Assist designated unit to ensure revenue and expense is appropriately recognized in the accounting system. Ensure that all revenues and expenses conform with APA standard policies. Work as an intermediary between unit and Accounting Office staff to ensure correct application of revenues and expenses

Works as an intermediary for the chief or designated unit staff with ITS on annual refresh cycle of ITS/hardware & software needs of designated units and developing ITS related operating and capital budgets (when necessary)

Work with designated units to help purchase/procure goods and services based on budget plans and assist in initiating payments as needed

Work with chief and designated unit staff in an advisory capacity to review and approve necessary contracts for vendors and consultants based on APA Policy, designated unit budget and unit strategic needs

Work with chief and designated unit staff to advise, review, and sometimes approve various forms of payments through Accounting (expense report, check request form, travel advance request, or other necessary expense forms). Ensure that all requested expenses conform with APA standard policies. Serve as the point of contact for all signature authority changes or updates in assigned units, working with Accounting Office staff to implement workflow revisions

Annually work with designated units to provide Accounting with necessary year-end accruals of revenues and expenses. Ensures all accruals are accounted for prior to fiscal year close

Able to make alterations to budget system reports, have full comprehension of existing reports and templates, and structure of data warehouse

Work in accounting system to review transactions, run reports, create journal entries, and edit and/or create new general ledger dimensions

Other duties as assigned

Qualification

AccountingBudget preparationFinancial reportingMicrosoft Dynamics 365ExcelJudgmentNon-profit experienceOrganizational skillsInterpersonal skillsIntegrityTeam player

Required

9+ years of experience working in finance/accounting/business environment, with a degree

3+ years of experience, preparing operating and program budgets, budget-to-actual reports, and financial reports

Excellent organizational skills, ability to manage and prioritize projects and adjust as needed

Excellent interpersonal skills, self-starter requiring little supervision and follow-up

Sound judgment and integrity: trusted to handle sensitive financial information with discretion and professionalism

Team player with an enthusiastic attitude

Must be proficient in the use of accounting software (Microsoft Dynamics 365 or similar) and budgeting software (BI360/Solver, Planful, Prophix, Vena or similar)

Must be proficient with Microsoft Office and have excellent Excel skills