%3Cb%3EJob Summary%3C/b%3E %3Cbr%3EThe overall purpose of this position is to provide financial management for multiple Operating Units (OUs). The individual is responsible for the development of budgets and forecasts as well as analyzing financial results, highlighting operational variances, identifying and resolving issues. The individual partners directly with OU staff to ensure proper fiscal control of revenue and expenses. They interface directly with OUs Managing Director. They are also responsible for driving ad-hoc projects and process improvements to support their client operations and financial reporting. %3Cbr/%3E%3Cbr/%3EThe role reports to the Director, Business Finance and has 1-2 direct reports. They work independently and are required to complete most tasks with minimal supervision. As the primary finance subject matter expert for their designated clients, they provide accurate financial advice and continually educate volunteers on all aspects of financial management. While doing so, they must also partner with key OU staff to stay apprised of activities related to supplier contracts, invoicing and expense reporting.%3Cbr/%3E%3Cbr/%3EThis individual will conduct periodic reviews of existing processes and recommends, socializes, and implements changes as necessary. They resolve problems, demonstrate strong leadership skills, lead meetings and facilitate effective staff and volunteer interactions. %3Cbr%3E%3Cbr%3E%3Cb%3EKey Responsibilities%3C/b%3E%3Cbr%3E%3Cul%3E%3Cli%3EManages finances for their Operating Units; This includes budget %26 forecasting, financial reporting and P%26L adhoc analysis %3C/li%3E%3Cli%3EConsolidates and analyzes total financial trends by line of business %3C/li%3E%3Cli%3EInterfaces and partners with OU management to plan, implement, and create budgets and forecasts. Provides financial analysis and consultation to OU management, as needed %3C/li%3E%3Cli%3EStreamlines processes and ensures tools used to develop financials are efficient which involves working closely with IEEE Financial Planning %26 Analysis, Financial Systems team and IT staff, with the ultimate goal of automating processes to reduce manual work %3C/li%3E%3Cli%3EPartners with the Accounting team to understand results streams to ensure accuracy. Acts as the key point of contact with the Controller’s office for general ledger adjustments and accruals %3C/li%3E%3Cli%3EManages products and cost centers including coding structure, understanding key accounts and cost center ownership; Works to streamline use of chart of accounts to increase efficiency; Understands the flow of accounting information such as revenue and expenses from IEEE platforms and other OUs in order to ensure accurate recording of financials, free from inconsistencies and errors %3C/li%3E%3Cli%3ECreates and/or updates standard operating procedures %3C/li%3E%3Cli%3EPrepares and conducts training for staff and volunteers %3C/li%3E%3Cli%3EWork on ad hoc projects as needed %3C/li%3E%3C/ul%3E%3Cb%3ETravel Information%3C/b%3E%3Cbr%3E%3Cul%3E%3Cli%3E5-10% Domestic and International %3C/li%3E%3C/ul%3E Education
Bachelor's degree or equivalent experience in Finance, Accounting, Economics, Business Administration, related field or equivalent experience Req
Work Experience
4-7 years of financial work experience Pref
Skills and Requirements
Successful record of increasing efficiency, accuracy, and financial visibility by creating, streamlining and improving processes, systems, and reports
Ability to provide senior executives and staff members with critical data and reports to enhance strategic planning, forecasting, and analytical functions
Strong analytical skills and problem-solving capabilities
Strong communication and interpersonal skills; Must be able to work well with various levels of staff and volunteers including IEEE senior management and volunteer leadership
Ability to undertake complex financial analyses including budgeting, trend analysis, forecasting and financial modeling
Ability to understand the larger picture, within the context of the operating unit and at the IEEE level
Strong technical and financial knowledge, including understanding of accounting and internal control
Working knowledge of Excel, PowerPoint, Oracle
Detailed and results oriented. Must be able to monitor and check work for accuracy.
Understands and utilizes financial data and information to make sound recommendations that promote data-based decision making and cost effectiveness.
Other Requirements: As defined in IEEE Policies, individuals currently serving on an IEEE board or committee are not eligible to apply.
PLEASE NOTE: This position is not budgeted for employer-sponsored immigration support, this includes all persons in F (both CPT and OPT), J, H, L, or O status.
For information on work demands and conditions required for this position, please consult the reference document, ADA Requirements. This position is classified under Category I - Office Positions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. =============================================== Disclaimer: This job description is proprietary to IEEE. It outlines the general nature and key features performed by various positions that share the same job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties and qualifications required of all employees assigned to the job. Nothing in this job description restricts management’s right to assign or re-assign duties to this job at any time due to reasonable accommodations or other business reasons.
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