The Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Company’s external audit and tax advisors on external filings, submissions and other external financial reporting matters. Additionally, the Associate Director will lead the internal financial reporting efforts specific to month-end close and report out on close. In support of these responsibilities, the Associate Director will interface significantly with the accounting, treasury, and development teams. Additional key responsibilities will include serving as the authoritative accounting expert for all matters impacting the Company, as well as creating and maintaining accounting policies. The Financial Reporting Associate Director will direct and oversee the BMCHS tax policies and objectives including monitoring, reporting and planning to ensure compliance with applicable tax statutes under nonprofit tax requirements on both the State and Federal levels. The Financial Reporting Associate Director will report to the BMCHS Controller.
POSITION SUMMARY:
The Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Company’s external audit and tax advisors on external filings, submissions and other external financial reporting matters. Additionally, the Associate Director will lead the internal financial reporting efforts specific to month-end close and report out on close. In support of these responsibilities, the Associate Director will interface significantly with the accounting, treasury, and development teams. Additional key responsibilities will include serving as the authoritative accounting expert for all matters impacting the Company, as well as creating and maintaining accounting policies. The Financial Reporting Associate Director will direct and oversee the BMCHS tax policies and objectives including monitoring, reporting and planning to ensure compliance with applicable tax statutes under nonprofit tax requirements on both the State and Federal levels. The Financial Reporting Associate Director will report to the BMCHS Controller.
Position: Associate Director of Financial Reporting
Department: Accounting
Schedule: Full Time
ESSENTIAL RESPONSIBILITIES / DUTIES:
Responsible for managing all aspects of the BMCHS financial reporting, external audit and tax services. Specific job duties include the following:
- Lead the daily activities in the financial reporting, external audit and tax areas to ensure:
- Completion of the annual external audit plan in conjunction with the external auditors.
- Serve as the primary point of contact for the external auditors as well as the accounting and reporting subject matter expert for the audit and associated engagements as well as for management.
- Completion of the annual tax return calendar, including coordination with the external tax advisors as well as other members of management.
- Completion of all BMCHS tax filings including but not limited to the annual 990 tax filings, state tax filings and miscellaneous other filings. This includes working with the tax advisors, facilitating the coordination and provision of underlying books and records to the advisors, timely review of draft statements, coordination of review with appropriate management and legal advisors, and follow through to the submission of the final returns.
- Quality, accuracy and efficiency of external and internal filings and reports on results.
- Identification of improvement opportunities related to process, including development of value-added recommendations.
- Maintain effective control procedures over all aspects of the financial reporting and tax processes.
- Coordinate the BMCHS monthly close reporting, working closely with the various entities and functions, including the budget team, finance, and subsidiary entities. Ensure accuracy of the month-end reporting and contribute ideas to make the process more efficient and/or effective.
- Develop and maintain good working relationships with management across all operating areas.
- Act as a resource to management to continuously identify risks and improve internal controls. Work with respective areas such as accounting to formalize the associated process and control documentation.
- Participate in financial, operational, compliance and technology audits, and consulting engagements if and when deemed necessary.
- Identify opportunities to leverage technology to expand the efficiency and effectiveness of the financial reporting (audit) and tax services function.
- Perform miscellaneous other tasks and responsibilities as arise throughout the course of the year.
(The above statements in this job description are intended to depict the general nature and level of work assigned to the employee(s) in this job. The above is not intended to represent an exhaustive list of accountable duties and responsibilities required).
JOB REQUIREMENTS
EDUCATION:
Bachelor’s degree in Accounting, Finance, or related field from four-year college or university required; Master’s Degree optional
CERTIFICATES, LICENSES, REGISTRATIONS REQUIRED:
Certified Public Accountant (CPA) required; Certified Management Accountant (CMA) optional
EXPERIENCE:
- At least 7 years related experience and/or training
- Experience with accounting software, inter-fund accounting for subsidiary entities; nonprofit accounting preferred
- Experience with Microsoft Office Suite with advanced Excel skills
KNOWLEDGE, SKILLS & ABILITIES (KSA):
To perform this job successfully, the ideal candidate must be able to perform each essential qualification satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Highly organized, able to multi‐task and track multiple projects, with excellent time management skills
- Intellectually curious and a self‐starter, with a heightened sense of initiative
- Superb customer service
- Strong mathematical aptitude
- Ability to think strategically as well as focus on attention to detail
- Strong collaborator; an effective team player
Equal Opportunity Employer/Disabled/Veterans
