Calibre CPA Group
Director of Finance
Calibre CPA Group, Richmond, Virginia, United States, 23214
Career Opportunities with Calibre CPA GroupA great place to work.Current job opportunities are posted here as they become available.Our Client
Teamsters Joint Council No. 83 of Virginia Health & Welfare and Pension Funds (the “Funds”) , located in
Richmond, VA
is actively seeking a
Director of Finance . The Funds consist of active and retiree Welfare, Pension (DB), and Annuity participants in all areas covered by the Funds. The Director of Finance has overall responsibility for the financial and accounting administration of the Funds. The Funds provide benefits to over 12,000 active members and their eligible dependents as well as over 8000 pension plan participants.EXPERIENCE SUMMARY:The Director of Finance will oversee the day-to-day activities of all accounting functions, including accounts payable, payroll, expense reporting, accounts receivable, benefit payments and general ledger for all Funds. The successful candidate will also be responsible for the Funds’ financial plans, policies and accounting practices, its relationship with financial institutions, maintenance of its fiscal records and preparation and analysis of financial reports, including financial statements prepared in accordance with Generally Accepted Accounting Principles (GAAP). This position will report directly to the Executive Director, will be 100% on site, and you will be offered full union benefits including but not limited to a fully funded pension.RESPONSIBILITIES:Oversee day-to-day accounting operations:
Oversee and monitor the Funds’ daily accounting operations;Ensure financial and operational accuracy and compliance;Develop, implement and monitor effective accounting strategies, policies, procedures, and financial controls;Maintain all financial records;Maintain adequate levels of liability and other forms of insurance to protect the Funds.
Strategic planning:
Participate in strategic business planning;Coordinate the annual budgeting process;Implement short and long-term goals and objectives of the Funds.
Oversee maintenance of general ledger and other financial records, including preparation of cash flow reports and monthly financial statements;Oversee payroll and expense allocations;Review and approve all day-to-day, routine expenses, and process non-routine expenses;Ensure completion of all transfers and other cash management duties;Coordinate annual audits and work closely with the auditors in the preparation of year-end schedules, financial statements, and annual compliance reporting and client work papers.Ensure compliance:
Ensure that standard accounting principles are followed in keeping the Funds’ financial records;Coordinate, review and/or prepare all tax reporting requirements and submission of all tax and government filings including payroll tax returns and deposits for benefits and payroll, 1099-R’s for benefits, 1099-NEC’s, PBGC form and property tax returns;Coordinate information required by/from outside professional advisors (including census and financial information to the Funds’ consultants) or governmental agencies;Maintain understanding of GAAP, GASB, IRC, ERISA and other areas of fiduciary responsibility.
Ensure adequate systems and technology:
Ensure accounting systems are maintained and updated to support the Funds’ accounting needs;Assist in the evaluation, acquisition and implementation of accounting technologies/tools, as needed.
Attend Board of Trustee meetings to share financial reports and updates;Have a good understanding of the contribution accounting process;Act as a backup to the Benefits Administrator.REQUIREMENTS:Work Experience:
Minimum of seven (7) to ten (10) years of high-level, relevant accounting experience required, preferably with a benefit fund, or other not-for-profit experience;Direct experience with executive-level decision making and interaction with Executive Management.
Educational Background:
Bachelor’s degree in accounting, business, finance or associated field required; CPA designation preferred.
Special Skills or Credentials:
Thorough knowledge of financial and accounting practices, procedures and statements, including governmental regulations, reporting requirements and tax regulations for profit and not-for-profit organizations required;Familiarity with GAAP, GASB, IRC, ERISA and 401(k) plan administration requirements as well as other government legislative regulations related to benefits preferred;Experience and knowledge of industry standard accounting software and general ledger software products along with proficiency in MS Office suite;The ideal candidate will also have demonstrated strong leadership and judgment skills, be detail oriented and highly organized, have strong analytical skills including the ability to interpret financial and operational information, strong project management skills, and be a team player with excellent interpersonal and communication skills.
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Teamsters Joint Council No. 83 of Virginia Health & Welfare and Pension Funds (the “Funds”) , located in
Richmond, VA
is actively seeking a
Director of Finance . The Funds consist of active and retiree Welfare, Pension (DB), and Annuity participants in all areas covered by the Funds. The Director of Finance has overall responsibility for the financial and accounting administration of the Funds. The Funds provide benefits to over 12,000 active members and their eligible dependents as well as over 8000 pension plan participants.EXPERIENCE SUMMARY:The Director of Finance will oversee the day-to-day activities of all accounting functions, including accounts payable, payroll, expense reporting, accounts receivable, benefit payments and general ledger for all Funds. The successful candidate will also be responsible for the Funds’ financial plans, policies and accounting practices, its relationship with financial institutions, maintenance of its fiscal records and preparation and analysis of financial reports, including financial statements prepared in accordance with Generally Accepted Accounting Principles (GAAP). This position will report directly to the Executive Director, will be 100% on site, and you will be offered full union benefits including but not limited to a fully funded pension.RESPONSIBILITIES:Oversee day-to-day accounting operations:
Oversee and monitor the Funds’ daily accounting operations;Ensure financial and operational accuracy and compliance;Develop, implement and monitor effective accounting strategies, policies, procedures, and financial controls;Maintain all financial records;Maintain adequate levels of liability and other forms of insurance to protect the Funds.
Strategic planning:
Participate in strategic business planning;Coordinate the annual budgeting process;Implement short and long-term goals and objectives of the Funds.
Oversee maintenance of general ledger and other financial records, including preparation of cash flow reports and monthly financial statements;Oversee payroll and expense allocations;Review and approve all day-to-day, routine expenses, and process non-routine expenses;Ensure completion of all transfers and other cash management duties;Coordinate annual audits and work closely with the auditors in the preparation of year-end schedules, financial statements, and annual compliance reporting and client work papers.Ensure compliance:
Ensure that standard accounting principles are followed in keeping the Funds’ financial records;Coordinate, review and/or prepare all tax reporting requirements and submission of all tax and government filings including payroll tax returns and deposits for benefits and payroll, 1099-R’s for benefits, 1099-NEC’s, PBGC form and property tax returns;Coordinate information required by/from outside professional advisors (including census and financial information to the Funds’ consultants) or governmental agencies;Maintain understanding of GAAP, GASB, IRC, ERISA and other areas of fiduciary responsibility.
Ensure adequate systems and technology:
Ensure accounting systems are maintained and updated to support the Funds’ accounting needs;Assist in the evaluation, acquisition and implementation of accounting technologies/tools, as needed.
Attend Board of Trustee meetings to share financial reports and updates;Have a good understanding of the contribution accounting process;Act as a backup to the Benefits Administrator.REQUIREMENTS:Work Experience:
Minimum of seven (7) to ten (10) years of high-level, relevant accounting experience required, preferably with a benefit fund, or other not-for-profit experience;Direct experience with executive-level decision making and interaction with Executive Management.
Educational Background:
Bachelor’s degree in accounting, business, finance or associated field required; CPA designation preferred.
Special Skills or Credentials:
Thorough knowledge of financial and accounting practices, procedures and statements, including governmental regulations, reporting requirements and tax regulations for profit and not-for-profit organizations required;Familiarity with GAAP, GASB, IRC, ERISA and 401(k) plan administration requirements as well as other government legislative regulations related to benefits preferred;Experience and knowledge of industry standard accounting software and general ledger software products along with proficiency in MS Office suite;The ideal candidate will also have demonstrated strong leadership and judgment skills, be detail oriented and highly organized, have strong analytical skills including the ability to interpret financial and operational information, strong project management skills, and be a team player with excellent interpersonal and communication skills.
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