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The Summit Center · 4 hours ago

Chief Financial Officer

Getzville, NY

Full-time

Onsite

Director/Executive

$135K/yr - $170K/yr

10+ years exp

The Summit Center is Western New York’s leading provider of evidence-based services for children and adults with autism and other developmental, social, and behavioral challenges. The Chief Financial Officer will provide overall supervision of all financial aspects of the organization, ensuring fiscal accountability and developing annual budgets, along with monitoring accounts payable and receivable.

CommunitiesHealth CareNon ProfitYoung Adults

Growth Opportunities

Responsibilities

Personnel selection, supervision, and training of the Finance department. including purchasing, payroll, and billing functions

Select and orient qualified candidates for all staff positions that are direct reports

Provide a 6 and 12-month appraisal of new direct report employees, and annually thereafter

Ensure that all employees have a current job description and receive annual reviews

Provide regular (at least biweekly) supervision of direct reports for communication and ongoing training and evaluation

Assist the Director of Training to ensure that staff are well trained to meet the standards set by their position and the goals established by the agency

Maintain regular communication with staff directly and indirectly under their supervision

Participate as a member of the Executive, Senior, and General Leadership teams

Participate in leadership meetings

Participate in medium and long-range planning and engage in specific activities to meet agency goals

Actively participate in the development of a facilities master plan, continually updating and prioritizing needs in agreement with program requirements

Attend local, regional and state meetings relevant to duties (e.g., Strategic Alliance, Preschool Alliance); regularly summarizes and communicates information

In cooperation with the Chief Executive Officer, complete an annual report to the Board of Directors by October 1st of each year for the prior fiscal year

Actively participate in overarching agency evaluation

Evaluates program expansion and new development as needed to fulfill the mission of the agency

Ensure fiscal accountability

Develop the agency budget and present to the Chief Executive Officer, Executive Leadership team and the various committees of the Board of Directors as well as the full Board of Directors in June of each fiscal year

Regularly monitor the fiscal health of the agency by reviewing a summary of revenue and expenses and developing and preparing program analytics on a monthly basis, including unit reporting

Facilitate written and verbal communications and understanding of budget status with program leaders

Monitor financial health of the agency on a continual basis and bring concerns to the attention of the Chief Executive Officer and/or Executive leadership team

Prepare Internal Affairs Committee and Board Financial Reports, as well as all special report requests

Contract and monitor the annual Agency financial statement audit, Discovery Kids financial statement audit, and 401(k) audit

Oversee the preparation of the fiscal year and calendar year consolidated fiscal report (CFR) and benefit plan SS00's

Implement recommendations in any auditor's management letter

Ensure accounts payable are processed in a timely manner consistent with general accounting standards and responsible cash management

Negotiate Annual Line of Credit with the bank; manages LOC utilization

Negotiate and monitor insurance coverage and related premiums for Workmen's Compensation, property, causality, accidental, and professional liability

Work closely with program leadership to achieve accurate and current census projections and staff allocations

Respond to any requests from New York State Education Rate Setting Unit and monitor status of all interim, prospective, and reconciled rates

Ensure billing is processed in a timely manner consistent with general accounting standards and revenue recognition principles utilizing approved state issued rates

Prepare and Oversee process for annual compensation increases and any additional compensation distributions at year end

Oversee the administration of the accounting software and implementation of new modules

Oversee the administration of the behavioral pediatrics clinic including the front desk function, billing function and credentialing of providers

Supervise purchase process and ensure that purchasing procedures meet state and federal guidelines

Negotiate, maintain and draw on Fixed Asset LOC as necessary

Negotiate and maintain service agreements, lease purchase agreements, etc

Develop and monitor systems and processes to ensure cost reduction opportunities are utilized fully

Oversee the contract process, sign and/or review all agency contracts for appropriateness in accordance with state spending and agency budget guidelines

Prepares financial reports for the Executive Committee, Internal Affairs Committee, and the Operating Board of Directors

Coordinate and plan 401(k) investment committee meetings and communications

Oversee the preparation and coordination of financial materials for the Foundation Board, Discovery Kids Board, and Investment Committee meetings

Record the minutes of the Internal Affairs Committee meetings and the 401(k) investment committee meetings

Actively participate in the above Boards and committee meetings and decision-making process

Attend the Board of Directors' meeting, as requested by supervisor

Serve as a staff resource to all Committees and Boards of Directors of the agency

Provide financial and administrative support to Human Resources

Assist Human Resources Director and the Chief Executive Officer in the review and development of annual salary administration programs

Manage payroll administration (biweekly payroll, taxes, end of year reports)

Oversee ULTIPRO/UKG (Payroll/HR software) with the assistance of Human Resources

Monitor cost efficiencies of benefit packages and evaluate and make decisions with the Director of Human Resources and the Chief Executive Officer on the cost share of each annual contract

Supervise the HRIS manager and the implementation of new UGK modules purchased

Work with affiliated agencies to maintain administrative support

Develop, monitor, and maintain contracts between affiliated agencies

Provide financial advice and payroll/payable support to affiliated agencies

Adheres to The Summit Center Core Agency Values of Adaptability, Accountability, Collaboration, Integrity, Optimism and Respect

Openly recognizing and acknowledging other's abilities, efforts, and accomplishments

Working cooperatively with individuals representing divergent backgrounds, interests, and points of view

Expecting the best of one another and of our consumers; displays teamwork

Presenting a positive and confident attitude

Displaying empathy to co-workers and with both individuals served and their families

Demonstrating patience with others, encouraging them to grow and learn Identifying creative and innovative ways to effectively assist individuals in learning and achieving their goals

Avoiding situations that may result or be perceived to be in conflict with the interests, operations or reputation of the agency

Establishing and maintaining professional boundaries with individuals, families, co-workers and vendors; avoiding dual relationships which may impair objectivity

Adheres to The Summit Center employment policies as outlined in the Employee Handbook

Perform any other duties as requested by your supervisor

Qualification

Certified Public AccountantFinancial AdministrationBudget DevelopmentFiscal AccountabilityHuman Resources ManagementAccounting SoftwareLeadership SkillsCommunication SkillsTeam CollaborationProblem Solving