MANAGER, FINANCE

Under the direction of the Vice President of Finance, manage the financial activities of the Academy of General Dentistry (AGD).  The Manager, Finance is responsible for all day-to-day accounting functions and the monthly close process.  This position currently has two direct reports to support, coach and supervise.  Responsibilities also include managing the annual audit and 990 preparations, coordinating the annual budget process, and assisting with registration in person at the Scientific Session.  Ensuring financial policies are adhered to and updated as needed.  The Manager, Finance will assist with organization activities and special projects.

Essential Job Functions: (duties may not be ranked by order of importance)

• Develop and direct AGD policies ensuring sound internal controls in compliance with generally accepted accounting principles (GAAP) and provide an effective fiscal program for the AGD.
  
• Supervise direct reports and ensure the day-to-day accounting functions are performed timely and accurately which includes but is not limited to:
  
  • Reviewing and approving weekly ACH/check run ensuring appropriate approvals and coding are maintained
    
  • Reviewing and approving expense report processing
    
  • Returning any member inquiries within 24 hours
    
  • Being responsive to staff inquiries
    
  • Overseeing cash disbursements and receipts processing
    
  • Overseeing contract processing
    
• Be responsible for the monthly close which includes but is not limited to:
  
  • Maintaining close and reconciliation schedules and adhering to stated deadlines
    
  • Preparing reconciliations and journal entries as assigned
    
  • Reviewing and approving staff reconciliations and journal entries
    
  • Performing account analyses as needed
    
  • Ensuring balance sheet is up to date and any items over three months are cleared or explained
    
  • Preparing financials and reviewing report formats for consistency and that they tie to the general ledger
    
  • Work with departments to explain variances to budget and prior year
    
• Recommend ways to automate and improve processes while maintaining necessary controls.
  
• Perform financial analyses such as comparing year-over-year results, identifying trends, and researching account variances.
  
• Monitor bank and credit card fees on a quarterly basis and work with institutions to minimize
  impact to AGD.
  
• Serve as a mentor and coach and ensure that all work efforts are being directed to achieve the overall goals of the department and organization.
  
• Meet regularly with staff to go over their work product, expectations, and goals.  Provide support and train staff as needed and prepare periodic reviews.
  
• Work with building management company to ensure proper accounting for the 560 W Lake Street building is being maintained and accurately incorporated into AGD’s general ledger.
  
• Create monthly investment reports and act as back-up for Executive Director and VP of Finance for any Investment Committee directives.
  
• Monitor cash flow and prepare cash usage reports, noting trends and maintaining appropriate levels of cash in all bank accounts and alerting the VP of Finance of potential cash-related issues.
  
• Monitor department budget to actuals, analyze any variances and make recommendations for cost savings or better monitoring.
  
• Coordinate the annual audit work, preparing work papers and providing 990 inputs for AGD.
  
• Assist in the development of the annual budget, monitor monthly budget variances, and maintain the financial reporting/budget modules. 
  
• Maintain the security of all cash and financial records.   
  
• Maintain the AGD’s chart of accounts so that it corresponds accurately to the most current budget approved by the Board.  
  
• Manage accounting system of AGD integration of accounting system with other AGD systems. 
  
• Cross-train on the payroll process and review payroll registers while maintaining complete confidentiality.
  
• Prepare Board reports which includes overseeing the completion of variance analyses and supplemental charts.
  
• Assist in the maintenance of the banking relationships and prepare necessary documents to maintain loan covenants.
• Work with VP of Finance to prepare and distribute RFPs and review responses from vendors.
  
• Perform various staff education on Excel, budget tools and financial policies.
  
• Ad hoc analyses and reporting as assigned.
  

Minimum Qualifications for Consideration:

Education:  Bachelor’s degree in Accounting.  CPA is preferrable.

Credentials (years of experience): Five to ten years of professional experience in accounting, preferably in an association or other not-for-profit environment, including three years supervisory experience. Experience with budgeting, auditing and process improvement required. Facility with general ledger platforms, Great Plains experience 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, ability to develop and maintain intermediate level computerized spreadsheets, to provide computerized support for the budgeting process and ability and willingness to learn new software and programs as required.  Exceptional familiarity with the interpretation of generally accepted accounting principles is required and the ability to communicate financial information to non-financial people is necessary. Be flexible, adaptable, and able to work on a wide variety of tasks independently and in a team structure. Solve problems creatively and effectively and make sound judgments.  Possess the ability to meet deadlines, set priorities, manage their time, work independently, develop budgets, monitor, and control expenditures, and demonstrate a high degree of attention to detail.  Possess good organizational skills, excellent customer service skills, and excellent oral and written communications skills.  Maintain confidentiality. Able to work additional hours and travel as needed.

NOTE:

If interested, please send resume and cover letter to AGD.Resumes@agd.org.

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To apply for this position, please send your resume and a cover letter to our Human Resources (AGD.Resumes@agd.org) team.

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