Finance Director

Company: AIM Institute
Location: Omaha
Posted on: March 20, 2023

Job Description:

The AIM Institute is an innovative not-for-profit organization that grows a strong and diverse tech community through education, career development, and outreach.

Position Description:

The Financial Controller will be responsible for managing AIM's financial operations and providing financial support and guidance to the management team. The controller will be responsible for preparing and reviewing financial statements, managing the budget, and forecasting future financial performance. They will work with other leaders to provide financial guidance and support. They will also ensure compliance with financial regulations and policies and collaborate with other departments to align financial systems and processes with AIM's overall business goals and objectives. This position requires strong financial management skills, attention to detail, and collaboration.

Essential Job Functions:

• Request Purchase Orders and enter bills as needed for the operations division.
• Assure accuracy and quality of AIM financial records by providing hands-on preparation and maintenance of financial books, records, and financial statements in accordance with generally accepted accounting principles for nonprofit organizations including general ledger, monthly reconciliations, payables and receivables, payroll, monthly and quarterly reports, and payroll processing and related reporting as needed
• Maintain and enforce financial policies and procedures per audit and other compliance standards. Maintain business rules for the use of the financial system. Provides technical accounting GAAP guidance and support to all company entities. At times, this may include involvement in due diligence and other activities surrounding acquisitions/dispositions.
• Provides technical accounting GAAP guidance and support to all company entities. At times, this may include involvement in due diligence and other activities surrounding acquisitions/dispositions.
• Responsible for reviewing monthly/quarterly account reconciliations and other documents to ensure this compliance.
• Responsible for proper timing and application of revenue recognition rules. This currently entails a real-time review of each instrument order and its terms for changes needed and determination of proper timing of revenue recognition. Involves significant interaction with Sales and Customer Service groups.
• Supervises the completion of Federal and State tax reporting requirements (including income, property, sales and use, payroll and other local taxes), insurance reports and other reports required by government regulation. Also, assists Corporate Tax, Treasury and Risk departments with dealing with tax-related issues and meeting reporting requirements.
• Reconcile bank and credit card accounts daily
• Provide journals for salary, parking, taxes, 401K, medical and dental allocations and others as directed by Controller.
• Ensure the month-end close process is completed in a timely manner
• Reconcile bank and credit card accounts monthly
• Oversee and execute Invoicing and collections procedures, ensuring accuracy at all stages.
• Oversee and execute AR Adjustment procedures, ensuring accuracy at all stages.
• Oversee and execute cash management procedures, ensuring accuracy at all stages.
• Coordinate with grant managers to reconcile grants in a timely manner. Provide reports to grant managers as needed per compliance and policy.
• Accountable for ensuring that policies and procedures (internal controls) are in place to provide reasonable assurance that the company assets are protected.
• Prepare all required monthly reports for budget owners and AIM leadership.
• Manage and provide analysis, reporting, and recommendations on budget performance; financial management strategy; and, organizational cash flow and forecasting
• Prepare spreadsheet for the 401K 5500 report, Provide semi-monthly reports to John Hancock for the 401K contributions
• Enter information that generates the ACA 1095-C forms for employees
• Process employee reimbursements, including wellness reimbursements
• Coordinate and manage workers compensation reports for insurance
• Process payroll including commissions for all employees and onboard new employees into payroll system. Process garnishment requests and distribute reports for taxes paid, garnishments, and deductions. Issue annual W-2 forms to employees. Assist employees with payroll inquiries and changing payroll information upon request.
• Coordinate and manage workers compensation reports for insurance
• Close out the year and complete all required reports. Prepare recommendations for annual raises and annual reviews.
• Issue annual W-2 forms to employees
• Responsible for HR Budget, including benefits, immigration fees, wellness, and all other accounts that fall under the HR budget alongside the VP of Operations
• Process payroll functions for all employees and onboard new employees into payroll system. Process garnishment requests and distribute reports for taxes paid, garnishments, and deductions. Assist employees with payroll inquiries and changing payroll information upon request. Provide journals for salary, parking, taxes, 401K, medical and dental allocations and others as directed by Controller
• Log incoming customer payments, order office, and breakroom supplies, manage coffee vendor and inventory and assist with building vendor as needed (OMNE) Education and Experience:
  • Proven interest (through education or experience) in tech or tech career guidance
  • Excellent interpersonal and verbal skills
  • Preferred Bachelor's degree in finance, accounting, or a related field
  • Professional certification, such as a Certified Public Accountant (CPA) or Certified Management Accountant (CMA)
  • Three years of experience in financial management, preferably in a leadership role
  • Experience in preparing and reviewing financial statements and reports
  • Experience in budgeting, forecasting, and financial planning
  • Experience in managing a team of financial professionals
  • Experience with financial software and systems, such as enterprise resource planning (ERP) systems
  • Experience in the organization's industry or market may be beneficial. Full-Time-Benefits-PTO
    
    REQUIREMENT
    
    To be considered for a position with AIM Institute all applicants MUST COMPLETE a culture index survey and answer a brief questionnaire. Please copy and paste the following links into a browser to complete.
    
    Submit Resume to Apply
    
    AIM is an EOE/M/F/D/V
    
    

Keywords: AIM Institute, Omaha , Finance Director, Accounting, Auditing , Omaha, Nebraska