Charitable Advisors LLC
  • 01-Mar-2021 to 30-Mar-2021
  • - Alpha Gamma Delta
  • Indianapolis, IN, USA
  • Full Time

About the FHC: Formed in the Summer of 2010, the Fraternity Housing Corporation (FHC) exists to provide safe, competitive, and attractive housing and meeting facilities for the members of Alpha Gamma Delta. Today, the FHC owns or leases almost over 65 Alpha Gamma Delta homes, dorms, lodges, and suites across the United States. The FHC is committed to providing the highest quality property management support for each unique chapter served.

Job Summary: The Director of Finance is responsible for FHC financial operations and fiscal integrity. They provide financial reports to management to ensure the planning, execution and administration of all accounting and finance functions. They will be responsible for the annual audit, tax compliance, loan portfolio and forecasting and analysis. They will enjoy solving problems and identifying opportunities by digging into financial details.  They are a member of the FHC leadership team and are central to the fiscal accomplishments of the organization.

Duties/Responsibilities:

Strategy

  • Be the leader: provide direction, leadership, and strategic oversight for FHC Finance team. 
  • Make sound and timely, data-driven decisions to improve the financial strength of the FHC. 
  • Work with FHC leadership team to make critical decisions and set strategy for the organization. 
  • Present recommendations to Executive Director on short- and long-term financial objectives and policies. 
  • Work closely with banks to manage loan portfolio and obtain financing for house builds or renovations. 
  • Develop short and long-range forecasting for FHC including cash flow and loan portfolio analysis. 
  • Maintain proper non-profit status for all entities. 

Accounting and Reporting

  • Oversee all general ledger and journal entries, establish protocols for recording transactions, and review monthly entries for accuracy. 
  • Manage fixed asset records and reports for the FHC. 
  • Monitor financial condition by reviewing financial reports, preparing dashboard reports, and reporting any concerns to the Executive Director. 
  • Prepare monthly FHC financial statements and associated dashboard reports for distribution to the Board of Directors. 
  • Prepare necessary reports that the FHC must file related to local, state, and federal taxes in conjunction with chosen accounting firm. 
  • Prepare IRS forms 1099 and 1096, as needed. 
  • Prepare annual unclaimed property reports. 
  • Prepare annual tax exemption applications and or/ annual property tax returns. 
  • Work to maximize return and limit risk by making recommendations on the management of balances among bank accounts. 
  • Protect assets by monitoring internal controls and communicating any issues of concern to the Executive Director. 
  • Ensure compliance with federal, state, and local legal requirements and advise the Executive Director of any needed actions to maintain compliance. 
  • Maintain records of vendors and vendor contracts, vendor W-9 forms and insurance certificates. 
  • Maintain procedure manuals for accounts receivable, accounts payable, and financial reports. 
  • Manage security and key deposit accounts. 
  • Manage monthly banking reconciliation process for the FHC and perform a monthly review of reconciliations prior to the distribution of monthly financial reports.

FHC Budget

  • Provide information and financial data to support the preparation of the FHC annual budget. 
  • Assist in annual budget proposal with necessary change recommendations and documentation. 
  • Achieve budget objectives by scheduling expenditures; analyzing variances; and initiating corrective actions, with the approval of the Executive Director, when necessary.

Annual Audit

  • Serve as the lead staff member in carrying out the annual audit with the designated outside auditing firm. 
  • Prepare required year-end reports and schedules for the annual audit. 
  • Monitor and confirm financial condition by providing information to external auditors. 
  • Work with Audit Committee to review and approve audit.

Supervisory Responsibilities: 

  • Manage and guide two accounting specialists.
  • Set goals for performance and deadlines in ways that comply with FHC's plans and vision. 
  • Organize workflow and ensuring that employees understand their duties or delegated tasks. 
  • Monitor employee productivity and providing constructive feedback and coaching. 
  • Maintain staff by recruiting, selecting, orienting, and training employees and developing personal growth opportunities. 

Required Knowledge/Skills/Abilities:

  • A proven leader, strategic thinker, problem solver and a conscientious steward of financial and other resource. 
  • Thorough understanding of budgetary and accounting principles, practices, and policies. 
  • Protect operations by keeping financial information and plans confidential. 
  • Able to work cooperatively and effectively with others to set goals, resolve problems, and make knowledge-based decisions that enhance organizational effectiveness. 
  • Demonstrated success in process management, standards development, audit management, financial and cost accounting, developing, and analyzing budgets. 
  • Flexible, able to adapt to changing needs, shift priorities as required and enjoy working in a fast-paced environment. 
  • Adept at critical thinking and able to trouble-shoot and problem-solve collaboratively and independently. 
  • Able to demonstrate sound decision-making in high pressure conditions with minimal oversight.

Education:

  • Bachelor's degree required, preferably accounting or finance; Master's and/or CPA preferred.

Experience:

  • 4+ years' experience in nonprofit or public accounting or financial management. 
  • 2+ years' experience in mortgages, taxes and or audits preferred. 
  • Proficient use of financial management software, Financial Edge preferred. 
  • Membership in Alpha Gamma Delta or another college-based social fraternity or sorority preferred.

Physical Demands/Work Environment/Travel: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment is primarily in an office environment but involves frequent work performed from out-of-office locations for job related activities and occasional activities which are outdoors. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

  • Ability and willingness to work from the International Headquarters offices in Indianapolis. 
  • Ability to sit at a desk and work on a computer for prolonged periods. 
  • Ability and willingness to travel out of state for up to a week at a time. 
  • Must possess a valid driver's license. 
  • Ability to lift and carry 35 – 50 pounds at times for a distance of 20 feet.

Other Duties: The above statements are intended to describe the general nature and level of work being performed in this position.  They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.  All personnel may be required to perform duties outside of their normal responsibilities from time to time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Equal Employment Opportunity Policy: We are an equal opportunity employer and do not discriminate in hiring or employment based on race, color, religion, national origin, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.

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