Finance Assistant Director

Department: Accounting

Reports to: Chief Financial Officer

Classification: Exempt

Summary

The Finance Assistant Director manages the overall direction, coordination, and evaluation of the Accounting Department. This position is responsible for managing and analyzing all payroll-related functions, overseeing and managing banking relationships on behalf of Omega, and interfacing with outside financial firms, companies, and agencies on behalf of Omega. Management responsibilities include interviewing, hiring, planning, assigning, directing work, rewarding and disciplining employees, conducting performance reviews, addressing complaints, and resolving problems.

Essential Functions

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

• Safeguard assets and assure accurate and timely recording of all transactions by implementing disciplines of internal audits, controls, and checks across all departments
• Manage the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, payroll, deposits, and fixed assets; must be able to perform and analyze all payroll-related functions, including setup of new employees, entry of payroll information, and posting of entries to accounting system
• Oversee all bank reconciliations; make sure credit card discount fees are within amounts and rates budgeted
• Sales & Use tax preparation for NYS and all other states in which Omega conducts business.
• Keep records of foreign taxpayers and prepares annual filings
• Issue and analyze timely monthly financial reports, comparing actual versus budgeted amounts, for department managers, assistant directors, and directors
• Manage the day-to-day cash balances in all Omega bank accounts, making sure that interest income is maximized and cash flow is adequate
• Help the Chief Financial Officer provide financial analysis tools to evaluate new ventures or special projects, programs, capital expenditures, etc. when necessary
• Manage commercial banking relationships to facilitate an appropriate credit resource under highly competitive terms
• Work closely with Chief Financial Officer in the development and economic evaluation of various fringe benefit programs for staff and program components
• Interface with outside audit firms(s), banks insurance agent(s), credit card companies, and government agencies
• Make correcting and year-end journal entries, as needed
• Work with each direct report to establish goals and objectives for each year and monitor and advise on the progress to enhance the professional development of staff
• Provide training to new and existing staff, as needed
• Assist in development and implementation of new procedures and features to enhance the workflow of the department
• Assist with all year-end audit processes, reconciliations, and schedules; converse and interact with Omega’s auditors in a constructive and professional manner
• Other duties as necessary

Supervisory Responsibility

• Manage the accounting department
  • Responsible for the overall direction, coordination, and evaluation of the accounting team
• Carry out supervisory responsibilities in accordance with the organization’s policies and applicable laws
  • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems

Work Details

• This position functions in Omega’s administrative offices on the Omega campus.
• This is a full-time position.

• The typical days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. This schedule may vary when special needs and projects arise.

Physical demands

• Must be able to remain in a stationary position 50% of the time.
• Must be able to traverse a hilly campus in diverse weather conditions.
• Must be able to position self to perform diverse job tasks as necessary.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• The ability to observe details at close range.
• Frequently move items that weigh 20-30 pounds for various needs.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Omega complies with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable New York State or local laws. Consistent with those requirements, Omega will reasonably accommodate qualified individuals with a disability if such accommodation would allow the individual to satisfactorily perform the essential functions of the job, unless doing so would create an undue hardship.

• Five or more years related experience and/or training
• Proficiency in Microsoft Excel and Word
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
• Ability to respond effectively to the most sensitive inquiries and complaints
• Must be able to calculate figures and amounts for all bookkeeping, payroll, budgets, statistical analysis, and probability statements
• Finance Assistant Director must use the utmost discretion in all presentations/correspondence and communication for staff, Board of Directors, and corporate officers
• Team player
• Understanding of the content of Omega’s workshops
• Awareness of trends and development in the holistic education field
• Alignment with Omega’s mission, goals, and core values

Preferred Education and Experience

• Bachelor’s degree (B.A.) in Accounting from four-year college or university
• Experience with medium-sized accounting software
• Certified Public Accountant (CPA) preferred

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Omega complies with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable New York State or local laws. Consistent with those requirements, Omega will reasonably accommodate qualified individuals with a disability if such accommodation would allow the individual to satisfactorily perform the essential functions of the job, unless doing so would create an undue hardship.

Omega Institute for Holistic Studies, Inc. (“Omega”) is an equal opportunity employer and complies with all applicable federal, New York State, and local laws. We celebrate diversity and are committed to creating an inclusive environment for all. As a community of learners, we are committed to putting our organizational aspirations into practice, as outlined in our Justice Equity Diversity Inclusion (JEDI) Statement.

Omega strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of actual or perceived race; color; creed; age; religion; national origin; citizenship status; sex (including pregnancy, childbirth, and related medical conditions); gender (including gender identity); sexual orientation; disability; marital status; partnership status; familial status; status as a victim of domestic violence, stalking, or sex offenses; genetic predisposition; veteran’s status; military status; or any other basis protected under applicable federal, state, or local laws, regulations, or ordinances. All Omega employees, other workers, and representatives are prohibited from engaging in unlawful discrimination. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.