Perkins School for the Blind Looking for Manager, Financial Reporting at Watertown, MA Full Time

Join our dynamic Business Operations team as Perkins embarks on an aggressive growth strategy! As the Manager of Financial Reporting, you will be responsible for ensuring complete, consistent and accurate accounting and reporting of Perkins’ financial activity. You will have direct oversight over billing and accounts receivable, investment accounting, general ledger and financial reporting. Come play a pivotal role in the monthly and annual close process and provide management support and guidance for all accounting matters as you plan, evaluate, develop, implement and maintain policies and procedures associated with these areas.

Essential Duties, Responsibilities and Expectations include the following:

Financial Reporting and General Ledger

• Provide managerial leadership for all matters pertaining to the general ledger and financial reporting; serve as a resource and advisor to the Perkins community on activities that relate to and/or impact accounting and reporting.
• Identify opportunities for accounting and reporting efficiencies; provide leadership to implement new policies and procedures.
• Effectively use accounting and budgeting systems to provide required and ad hoc financial reports. Remain current with applicable accounting pronouncements; interpret and implement as required.
• Ensure that the monthly, quarterly and annual close and reconciliation processes are completed timely, accurately and efficiently.
• Research and resolve accounting issues, taking appropriate corrective action as needed.
• Maintain effective system of internal controls. Ensure that systems, processes and controls are in place to support growth.
• Responsible for preparing annual audited financial statements, financial summary for annual report and semi-annual bond covenant reports.
• Support the reporting needs of the Manager of Budget and Financial Analysis and Manager of Fiscal Compliance (tax returns, Mass UFR, restricted resources).

Revenue, Billing and AR

• Oversee billing and AR activities related to Perkins’ educational and transition programs, regional library and professional resources.
• For on-campus students: manage contract process for on-campus students with school districts and private payers; forecast tuition revenue and monitor changes in student FTE by rate program; work closely with educational program leadership to address issues; ensure compliance with Massachusetts Chapter 766 (special education) law and regulations with respect to fiscal matters.
• Identify and implement operational efficiencies.
• Develop, implement and oversee collection procedures for all accounts receivable.

Investments and Endowment

• Serve as the main point of contact for investment custodian, advisors and fund managers.
• Manage document workflow with and between custodian and fund managers; review new investment documents and coordinate review and signing with legal counsel and the CFAO office.
• Manage the process of monitoring, tracking and accounting for all investment activities. Oversee, train and develop team members involved in the process.
• Maintain and update documentation for all investment related processes and procedures.
• Take on responsibility for endowment unitization schedules and accounting, working in collaboration with compliance team,

Financial System

• Provide oversight and direction for matters involving Microsoft Dynamics SL, working collaboratively with Accounting Manager and other team members.
• Provide leadership and direction to the department, especially the MFR team, through expected implementation of new financial system, in collaboration with Controller and other department managers.

Staff Supervision

• Effectively manage the MFR team. Recruit, train and mentor staff. Set performance plans, monitor progress and complete annual written appraisals; provide and promote appropriate professional development and learning experiences, support and provide direction. Monitor and analyze department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy.
• Work closely with staff to improve existing skills and/or introduce new skills and processes, where necessary. Identify training needs of staff, recommend and implement solutions.

General

• Participate in and lead meetings to provide and/or gather information related to areas of responsibility.
• Present information to senior staff and/or committees.
• Maintain a variety of reports related to areas of responsibility, for the purpose of providing up-to-date information and audit documentation.
• Participate in annual budget process.
• Support the Investment Committee of the Board of Trustees.
• Perform other duties as assigned.

Education and/or Experience

• Bachelor’s Degree in Accounting, Finance or Business required.
• CPA or public accounting experience, preferred.
• Experience in non-profit organizations.
• 5-7 plus years of experience that is directly related to the duties and responsibilities specified.
• Experience with Massachusetts Chapter 766 (special education) and Uniform Financial Report (UFR) highly desirable.
• Experience with implementing a new accounting system is a plus
• Knowledge of accounting for investments and endowment, including standards for fair value measurement and disclosure.
• Experience with non-profit financial and budgeting systems, preferably Microsoft Dynamics systems and Workday Adaptive Planning.
• Supervisory experience required.

Competencies

To perform the job successfully, you should demonstrate the following competencies:

• Takes initiative and has a strong sense of ownership for assigned work functions
• Strong problem solving skills, and the ability to recommend and take action with confidence.
• Effectively handles multiple tasks, duties, responsibilities and shifting timelines while meeting deadlines; strong organizational skills.
• Excellent quantitative and qualitative analytical skills, applied across problems of varying nature and scope.
• Excellent accuracy and attention to detail.
• Excellent interpersonal and written and oral communication skills.
• Ability to work collaboratively and independently.
• Ability to interpret/enforce policy and procedural questions;
• Ability to work with all constituents and to foster collaborative relationships within the Business Office as well as with other departments.
• Strong computer skills and proficiency with Excel at an advanced level.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor’s (Preferred)

Work Location:

• One location

Work Remotely:

• Temporarily due to COVID-19

Work Location: One location