CEO for Non-Profit

Major Lakeland, FL based not-for-profit seeks experienced CEO possessing a minimum of 5 years management/leadership experience in human services Minimum of Bachelor’s degree in human services, early educations, education, business, or related field.  Masters Degree preferred. Must have demonstrated success in budgeting, fundraising, strategic planning, government relations, and management of large organizations.  Competitive salary and benefits.  Send resumes to resumes@shrllc.com.

CFO

Central Florida licensed mortgage lender seeking a Chief Financial Officer.  The CFO will oversee all financial functions, including accounting, budget, credit and insurance. Working closely with the President/CEO, the CFO will design and coordinate a wide variety of accounting and statistical data and reports.  While independent thinking and action are mandatory skills for this position, the CFO will be required to lead and direct the work of the company’s accounting staff, performing a variety of tasks, setting and accomplishing goals that meet the strategic vision of the company.  Candidates must possess at least 5 years’ experience of controller/CFO level work in corporate positions OR equivalent experience level in public accounting who has worked with clients in various industries.  CPA preferred.  Competitive salary and benefits. 

Audit Manager

Audit Manager

Title:                  Auditing Manager

Classification:  Full-Time, Exempt

Department:     Accounting and Auditing Department

Reports to:        Audit Senior Manager, Audit Partner

Supervises:      Auditing and Accounting Staff

 

 

Summary of Responsibilities

An Audit Manager is the liaison between the partner, the client, and the professional staff.  Managers are responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow.  Managers develop and train staff, and make associations to develop new business for the firm.

 

Essential Functions

  1. Professional Competence and Technical Development
  • Demonstrates a high level of technical proficiency.
  • Demonstrates an understanding of business issues relating to complex transactions.
  • Works and communicates effectively with staff and clients to enhance their understanding of business and tax issues.
  • Demonstrates an awareness of Firm software packages and the ability to use such software effectively.
  • Motivates subordinates to take full advantage of computer technology.
  • Demonstrates effective oral communication skills through formal presentations, training sessions, speeches, etc.
  • Skilled at preparing complex client correspondence including recommendations, technical issues, proposals, etc.
  • Demonstrates an awareness of current business developments and the ability to determine the impact to a client’s business.
  • Develops a high level of expertise in one or more specialized industry groups, but is still able to perform very effectively in many areas.
  1. Client Service Satisfaction
  • Demonstrates a thorough understanding of the client’s business that extends beyond accounting-related aspects.
  • Develops and maintains strong business relationships with individual clients and appropriate financial officers.
  • Identifies issues and recommends creative solutions to complex client issues.
  • Organizes work schedule in a manner that ensures timely and priority-sensitive services to clients.
  • Effectively identifies and delivers cross-selling opportunities to our clients.
  1. Staff Development
  • Motivates staff through professional and technical reputation and enthusiasm.
  • Effectively and appropriately delegate assignments to foster an environment of mentoring and team work.
  • Coaches and develops the staff’s understanding of our business and the business world in general.
  • Provides staff with honest, objective and constructive feedback in a timely manner.

 

 

 

 

  • Accessible to staff as a sounding board for concerns and questions.
  • Pro-actively involved in the recruitment of new and experienced staff.
  • Instructs and facilitates both internal and external training.
  • Demonstrates the ability to serve as a role model and coach for staff.
  • Addresses the need to balance personal and professional goals in self and others (quality of life issues).
  • Participates in, and thoroughly documents, the formal review/evaluation process with staff in a timely manner.
  • Displays a “managerial” versus “employee” attitude.
  1. Practice Management and Firm Profitability
  • Recognizes problems, assesses alternatives, and recommends solutions.
  • Directs and controls the engagement planning process to successful completion (i.e. budgeting, risk assessment, and strategic development).
  • Effectively participates in the billing and collection process.
  • Recognizes value-added billing opportunities.
  • Closely monitors individual productivity (realization, chargeability, etc).
  • Recognizes opportunities to provide additional services, and demonstrates the ability to pursue such opportunities.
  • Identifies cross-selling opportunities, and follows up leads with appropriate client personnel.
  • Recognizes the opportunity of providing new and innovative products and services, and demonstrates the ability to develop such products.
  • Effective at retaining Firm clients.
  • Displays the attributes of an “Ambassador for the Firm”.
  1. Personal Growth
  • Seeks leadership roles in professional and community organizations.
  • Establishes and maintains a network of professional relationships with clients and non-clients.
  • Displays executive presence, business acumen, and “street smarts”.
  • Exhibits effective communication and listening skills.
  • Consistently makes “the tough decision”.

 

Position Requirements

  • At least five (5) years experience in public accounting, demonstrating a proven progression in accounting and auditing knowledge.
  • Minimum one (1) year experience supervising and directing work of audit staff.
  1. Skills
  • Proficient with computer, applicable spreadsheet software programs, and calculator.
  • Well-rounded knowledge of accounting principles and personal income taxes.
  • Ability to communicate clearly and concisely in English.
  1. Educational
  • Bachelors or Master’s degree in accounting.
  • Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills.
  • Participate in career development program to improve managerial, communication, and interpersonal skills.
  1. Licenses and Certificates
  • A current and valid certified public accountant’s license is required.
  • Must be a member in good standing with the American Institute of CPAs.


Director of Finance

TITLE:           Director of Finance

 

QUALIFICATIONS: Accounting/Finance experience.  Extensive knowledge of excel spreadsheets and accounting software, particularly Peachtree for Windows.  Experience with Microsoft Office, including Outlook and desktop applications is also desired.

 

RESPONSIBILITIES:

 

FINANCIAL

  1. Prepare monthly financial statements to be presented at Finance Committee and Board of Directors’ meeting, working closely with the President and the Auditors on issues in question as to adherence to Generally Accepted Accounting Principles and legal/ethical issues.
  2. Maintain Accounts Payable in Peachtree for Windows accounting system. Assure proper documentation is acquired on all transactions between the Center and its vendors.  Keep all A/P files in an orderly and usable fashion.
  3. Prepare all checks on computer system, ensuring no checks are lost or stolen, by tracking numerical progression of checks. Ensure that there are always two signatures on every check.
  4. Prepare all necessary journal entries on a monthly basis.
  5. Administer petty cash and reconcile at a minimum, on a monthly basis.
  6. Work closely with Auditors, providing them with any and all information requested for the audit function.
  7. Assist President with preparation of monthly reports of units of service and dollars, statement of activities, and the annual budget. In addition to any other duties that may be assigned by the President.
  8. Oversee the Centers supply purchases, maintaining expenses at or below budgeted levels.
  9. Coordinate the annual audit engagement with the CPA firm.
  10. Communicate effectively with the board of directors, management team and operational staff members.

 

GENERAL

  1. Strive to put forth a positive attitude toward the staff members, outside vendors, as well as the patient population of the Center.
  2. Be willing to help in any area of the Center, in order to ensure that Center operations run smoothly for all those who enter the facility.
  3. Directly responsible to the President of the Center for all financial interests of the Center.

Accounting Manager

Accounting Manager

 

SUMMARY:

Plans and directs accounting activities within the accounting department by performing the following duties, personally or through subordinate supervisors.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.

 

Financial Reporting

  • Review General Ledger for accuracy and make appropriate adjustments.
  • Review actual to budgeted expenses
  • Prepare income statement, balance sheet and Financial report for monthly board meeting for both the SAA and CRA

 

Grant Financial Accounting

  • Perform due diligence on all Grant Vendor invoices to ensure math accuracy.
  • Enter all invoices into Mas90. Allocate percentages based on funding source support
  • Prepare invoicing to funding agencies in accordance with each agency’s requirement.
  • Update all spreadsheets keeping budget for each project accurate.
  • Record and track Cash receipts for each funding agency into Mas90.
  • Make Grant vendor payments after receipts are recorded.
  • Assist Grant vendors in accuracy of their pay applications, retention, etc. according to the contract agreement.
  • Monitor and prepare required Grant financial reports in accordance with Grant Agreement.  (Varies based on funding agency (FAA, FDOT, HUD, RIF, EDTF).

 

Oversee Accounts Payable

  • Review all Purchase Orders
  • Review all invoices before forwarding
  • Review PCard purchases for accuracy, GL coding, and explanations

 

Oversee Accounts Receivable

  • Act as backup to process Cash receipts
  • Review all incoming checks
  • Review A/R, recommend and assist collection actions
  • Communicate with problem customers to resolve issues

 

Payroll

  • Review timecards each pay period
  • Review final payroll reports to ensure accuracy
  • Act as backup in payroll processing

 

Bank

  • Reconcile Projects Account
  • Reconcile all SBA accounts and review Operating, Payroll and Lease Deposit accounts
  • Prepare all transfers between SAA accounts and FLGFC.  Monitor balances and update spreadsheets

 

Budget

  • Prepare budget addendums as deemed necessary throughout the year.

 

Audit

  • Coordinate all audit activity.
  • Comply with auditor’s request during annual audit
  • Review auditor’s findings, make adjusting entries, reconcile our Trial Balance to audited Trial Balance
  • Prepare Annual Financial Reports due to City and County agencies in accordance with Florida Statutes (after audit complete)
  • Forward audit report to all SAA agencies as required by agreements.

 

Board Packet

  • Oversee Staff Assistant in preparation of packet.  Coordinate all action items to ensure we have proper support documentation.
  • Review all submissions for punctuation and spelling
  • Review final product before copying for distribution to the board
  • Ensure the appropriate number of copies for signature on approved items.
  • Answer any board member’s questions after they receive the board packets.  Attend Board meetings and be prepared to answer financial questions.

 

Human Resources

  • Maintain the employee manual.  Prepare and track of any changes to policies
  • Discuss changes in employee manual with labor attorney, as needed
  • Monitor driver’s license check compliance
  • Make sure payroll is processed according to established policies

 

Records Management

  • Attend training sessions as needed to stay current on Florida Statute guidelines for records retention and disposal
  • Box and/or discard aged documents in accordance with retention and disposal guidelines.  Prepare proper reports of activity to Florida Records Management Dept.

 

Inventory Control

  • Oversee inventory activities.  Ensure schedules are up to date and items to be disposed are done so in accordance with FL statutes
  • Review and update the NCT Depreciation Schedule to tie with our GL activity

 

 

Insurance Renewals

  • Gather information and prepare renewal applications annually for all SAA insurance coverage.
  • Insurance Certificates – set up “tickler” system for tracking due dates and contact information.

 

Into Plane Negotiations

 

  • Assist in gathering financial information.
  • Other duties may be assigned.

 

SUPERVISORY RESPONSIBILITIES:

  • Oversees and directs the work activities of accounting personnel to include, hiring, compensation, budgeting, disciplining, scheduling, terminating and measuring of performance, including the direction and supervision of staff.

 

COMPETENCIES:

  • Analytical – Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
  • Problem Solving – Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
  • Project Management – Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
  • Oral Communication – Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Team Work – Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone’s efforts to succeed; Recognizes accomplishments of other team members.
  • Written Communication – Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
  • Change Management – Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results.
  • Delegation – Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results.
  • Leadership – Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Inspires respect and trust; Accepts feedback from others; Provides vision and inspiration to peers and subordinates; Gives appropriate recognition to others; Displays passion and optimism; Mobilizes others to fulfill the vision.
  • Managing People – Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates’ activities; Makes self available to staff; Provides regular performance feedback; Develops subordinates’ skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services; Continually works to improve supervisory skills.
  • Quality Management – Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
  • Visionary Leadership – Displays passion and optimism; Inspires respect and trust; Mobilizes others to fulfill the vision; Provides vision and inspiration to peers and subordinates.
  • Business Acumen – Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
  • Cost Consciousness – Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue ; Conserves organizational resources.
  • Diversity – Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
  • Ethics – Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Organizational Support – Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
  • Strategic Thinking – Develops strategies to achieve organizational goals; Understands organization’s strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
  • Adaptability – Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Judgment – Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
  • Planning/Organizing – Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
  • Professionalism – Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality – Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.

 

EDUCATION and/or EXPERIENCE:

Bachelor’s degree (B. A.) from four-year college or university; seven to ten years related experience and/or training; or equivalent combination of education and experience

 

PHYSICAL DEMANDS:  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.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

While performing the duties of this job, the employee is regularly required to sit/stand/talk/hear.

Bookkeeper – FT

Job Description

Position Title:    Bookkeeper                      Classification:   Professional                              –

Reports To:         Executive Director         Salary Range: $35,000

Position Summary: The Bookkeeper has the primary responsibility of managing the records of financial transactions of the organization through electronic bookkeeping and for providing financial reports to the Executive Director and the Board of Trustees

Essential Job Functions (listing most important first):

  1. Maintain and manage  Accounts  Receivables  and Payables;
  2. Prepare and deliver payroll  information  to outsourced  payroll company;
  3. Provide information to staff, tutors, vendors, and clients regarding status of invoices and accounts;
  4. Submit monthly financial work to CPA firm for accuracy and completeness; prepare  monthly Board  financial reports;  prepare  for annual audit;
  5. Track and oversee contract  and  grant agreements,  Center  licenses,  and payroll (and

independent contractor) information; and

  1. Assist the Executive Director with Human Resource management systems.

 

Essential Job Requirements:

EDUCATION A.A. or A.S. (preferred); B.A. or B.S. (desirable).

EXPERIENCE      Two (plus) years of accounting/bookkeeping experience; previous experience with Personnel/Human Resources (desirable).

REQUIRED SKILLS Strong mathematics and bookkeeping skills; dependable work habits; communication and personal organizational; Technology skills: QuickBooks Systems, WORD, EXCEL, and familiarity with ACCESS(helpful).

PREFERRED  SKILLS Strong Interpersonal Skills

PHYSICAL REQUIREMENTS  Requires sedentary work that  involves walking or  standing some of the time, exerting up to I O pounds of force on a recurring basis, routine keyboard operations. The job risks exposure to no significant environmental hazards. The job requires normal visual acuity, and field of vision, hearing, speaking, color perception, sense of smell, depth perception, and texture perception.

Exempt or Non-Exempt:        Exempt               Full-Time/Part-Time       Full-Time

Permanent/Temporary/Leased   Permanent

Send resumes to bjoyce@shrllc.com

Staff Accounting

Function: Applies principles of accounting to analyze financial information and prepare financial reports.