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Health insurance
- PPO Plan
- High Deductible Health Plan (HDHP) employee only coverage provided at no cost
- Dental insurance
- Standard
- Enhanced
- Vision insurance
- Paid time off (PTO accrues every pay period starting with first fully completed pay cycle after 90 days)
- 401(k) double match offered up to 4%
- Short-term Disability
- Critical Illness
- Supplemental life
- Accident
Exempt: Yes
Safety Sensitive: Yes
Smoke/Tobacco Free Workplace: Yes Department: Finance and Accounting Department
Reports To: Chief Financial Officer Location: Administration - Building B
GENERAL DESCRIPTION OF POSITION
The incumbent is responsible to supervise the daily operations of the Finance and Accounting Department, assist the Chief Financial Officer in preparing the annual operating budget, monthly financial close process, and financial statements of the institution. Serve as the main contact person during annual audit.
QUALIFICATIONS
1. High School Diploma or equivalent.
2. Bachelors degree in Accounting or Finance
3. CPA certification preferred but not required
4. Valid driver’s license
5. Specialized schooling and/or on the job education in a specific skill area
6. Ten years related experience and/or training, and three years related management experience.
7. Three years’ experience with enterprise level accounting software and proficient computer skills
8. Data processing
9. Clerical/administrative
10. Equipment operation
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Supervise reconciliations of bank accounts. Ensures reconciliations are completed before the month end close process is finalized.
2. Make General Ledger entries.
3. Review and/or supervise all accounts payable and accounts receivable transactions.
4. Supervise the maintaining of all records and invoices.
5. Ensures monthly financial close process is complete, accurate, and finished in accordance with established timelines.
6. Supervise Finance and Accounting staff.
7. Motivate and monitor employees’ work and provide equitable feedback of performance.
8. Maintain consistent communication with the Chief Financial Officer.
9. Maintain consistent communication with the Finance team.
10. Maintain open and consistent communication with all other departments within the organization.
11. Maintain open and consistent communication with external auditors.
12. Demonstrate compliance with all Birch policies and procedures and a commitment to the Birch mission and philosophy.
13. Meets timelines for year-end tax reports and 1099’s.
14. Supervise HUD bank reconciliations. Ensure accounts receivables spreadsheets for Birch, bills payable to Birch in HUD books, and preparation of bills from Birch to HUD properties are complete and accurate.
15. Assist in the preparation of financial reports for Board Meetings.
16. Assist in development of Birch Tree’s annual budget and mid-year projections
17. Assist with monthly variance reporting to plan.
18. Manage Birch Tree Communities and HUD entity annual audits. Provides supporting documentation, schedules, and assisting with auditor requests. Ensures requested audit documentation is prepared and shared with auditors in a timely manner.
19. Supervise the preparation of daily deposits and transfers.
20. Manage duties and responsibilities to retrieve mail, sort and distribute to the proper site or appropriate person.
21. Complete all required annual trainings by the required deadline.
22. Meets financial month end close timelines.
23. Ensures monthly bank reconciliation timelines are kept.
24. Meet timelines for Board Reports.
25. Complete audit documentation/reporting within timeline.
26. The ability to work in a constant state of alertness and in a safe manner.
27. Perform any other related duties as required or assigned.