DEFINITION:
The Accounting & Finance Director administers all financial, accounting, and procurement services for the Sun City Grand Community Association. This position oversees the development, presentation and will defend the annual budget process; develops necessary internal financial management policies and procedures; provides oversight of the Operating, Reserve, CARE and Retained Earning Funds; coordinates and responds to internal and external audits; develops and oversees the Financial Strategic Plan; monitors financial activities including the budget, RFP's (Requests for Proposals), purchase request documentation for committee and board action, contracts, expenditures, financial obligations, fixed asset controls/reporting, investments, monthly and annual financial reporting, and system analysis; and ensures fiscal accountability, sustainability, and compliance with all community governing documents and state and federal laws, regulations, rules and policies.
ESSENTIAL FUNCTIONS:
Comply with the fiscal provisions of the Sun City Grand Community Association governing documents;
Accurate Accounting and Financial Reporting - defines, completes and manages day-to-day accounting processes to ensure timely and accurate financial statements that reflect the true financial position of the organization and ensures compliance with GAAP, industry standards, and regulatory requirements;
Investment Accounting - responsible for detailed investment accounting (including premiums/discounts), ensuring compliance with policy, and forecasting liquidity needs to ensure alignment with investment maturity schedules;
Project Accounting - establish processes to ensure documented compliance with purchasing policy from project inception through project closeout with the ability to report status throughout the project life cycle;
Budgeting and Forecasting - understanding of the community and organization's financial challenges, risks and strategic goals to develop realistic annual budgets and forecasts, and monitors and analyzes financial performance against budget, providing insights for informed decision-making;
Variance Analysis - ability to understand and explain variances to budget, forecast, and prior years;
Develop methods that solve financial challenges, implement strategies and delegate tasks;
Identify financial problems, investigate relevant facts and review and analysis all available options;
Collect data from different sources to form cohesive predictions and assessments that detail the organization's financial health;
Cost Control and Expense Management - implements effective cost control measures to optimize operational efficiency; identifies areas for cost savings without compromising the quality of products or services;
Cash Flow Management - manages cash flow to ensure the organization has sufficient liquidity for daily operations and strategic initiatives; implements effective cash management practices to maximize investment opportunities;
Compliance and Risk Management - ensures compliance with tax laws, regulations, and reporting requirements; implements internal controls to mitigate financial risks, and prevent fraudulent activities; serves as primary contact for property and casualty insurance broker and leads annual renewal process;
Audit Preparedness - maintains meticulous records and documentation to facilitate internal and external audits; collaborates with auditors to ensure a smooth and transparent audit process;
Financial Analysis and Decision Support - provides meaningful financial analysis to support strategic decision-making by management; offers insight into the financial implications of various business initiatives;
Technology Integration - utilizes technology to streamline accounting processes, improve efficiency, and enhance accuracy; implements and updates accounting software to stay current with industry standards;
Cross-Functional Collaboration - collaborates with other departments to ensure financial data accuracy and to provide support for departmental goals; facilitates communication between finance and non-finance teams to enhance overall organizational performance;
Continuous Improvement - regularly assesses and updates accounting processes to improve efficiency and effectiveness; invests in professional development for the accounting team to stay abreast of industry best practices;
Stay up-to-date working knowledge of new laws, regulations, and compliance standards to protect the organization from potential ramifications;
Ethical Conduct - maintains the highest standards in financial reporting and decision making; ensures transparency and accountability in all financial dealings;
Implement strategies, mission objectives, goals and policy developed by the Board of Directors such as the Technology Roadmap and Strategic Plan as applicable;
Train and lead the accounting and procurement staff to include performance management and development; and
Perform other duties as assigned.
EDUCATION and/or EXPERIENCE:
Accounting Degree required. CPA license is highly desirable. Advanced degree preferred and 5+ years' experience of progressive accounting with a minimum of 2 years' experience in a management/supervisory role within an accounting discipline or a combination of education, experience, and training that indicates the ability to successfully perform the essential functions of the position listed above. Must possess, and maintain, a valid Arizona driver's license.
Proficient in financial software systems and Microsoft Office Suite. Exceptional communication skills with the ability to present complex financial information to non-financial stakeholders.
Must be organized, detail-oriented, flexible, and able to prioritize and enjoy a variety of assignments. Must be a self-starter and have a positive attitude and out-going personality.
Excellent verbal, written and listening communication skills.
Able to break down complex data to short-term, long-term, and strategic financial action-planning supporting the organization's strategy.
Effectively communicate the impact of financial information.
Demonstrated ability for long-term thinking and financial planning.
Strong team building ability and proven attention to detail.
Working knowledge and experience with HOA Reserve Funds and Studies.
Ability to integrate Board of Directors' Advisory Committee(s) into strategic financial planning, investments, reserve funds, purchases, budget planning, and capital project financial forecasting, feasibility, supportability, and risk.
recblid 62n5jemo4ualy0hlss1vwbybgz48be