Associate Director of Finance and Administration

Job Title: Associate Director of Finance and Administration

Reports To: CFO

Location: Fully Remote

Supervises: 1 Staff Accountant

Hiring Salary: $130,000-$165,000 based on qualifications and experience.

We Are Looking For:

Are you a talented finance professional with a passion for leadership and drive for success? This is a unique opportunity to accelerate your career and make a significant impact in a mission-driven environment. As an emerging financial leader, you will play a pivotal role in shaping our organization's financial strategy, driving business performance, and fostering a culture of continuous improvement.

Who We Are:
Founded in 1995, PTCB advances medication safety by credentialing pharmacy technicians qualified to support pharmacists and patient care teams in all practice settings. PTCB serves more than 290,000 active PTCB Certified Pharmacy Technicians (CPhTs) and offers an expanding suite of credentials.

We want you to enjoy working here, so we invest in training that helps you do your job better, offer a generous benefits package, plan social events to connect with your colleagues, and encourage you to enjoy your scheduled paid time off.

PTCB hires great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because we believe our staff and volunteers should reflect the diversity of PTCB’s community. We seek team members from a wide range of ages, gender identities, orientations, geographies, ethnicities, and experiences to join our team. By fostering an equitable and inclusive environment for our staff and volunteers, and upholding our commitment to patient safety, we fulfill our organization’s mission and help to advance inclusion within the pharmacy community.

Position Summary: The Associate Director of Finance and Administration is responsible for developing and managing daily financial processes, budgeting, and financial reporting and analysis. This position will also manage compliance, evaluate financial resource allocations, and oversee annual audits and tax filings.

Finance Team Management

• Manage the daily operations of accounts receivable, accounts payable, and cash reconciliations.

• Ensure all balance sheet accounts are reconciled timely.

• Monitor accounting standards and regulatory changes, communicate necessary updates to the team, and devise plans to implement the changes.

• Foster a collaborative and high-performance work environment, conduct training and development programs, and ensure that team members have the necessary skills and resources to excel in their roles.

• Oversee all audits, tax, regulatory, and insurance activities.

• Oversee collection processes.

• Oversee payroll, benefits, and 401(k) compliance.

• Oversee the general ledger function, ensuring accuracy and timeliness of transactions and journal entries.

Financial Reporting

• Design, create, and prepare financial reports that present valuable information to the board.

• Analyze financial reports.

• Establish effective methods to document transactions and processes.

• Ensure timely compliance with regulatory reporting and remittances.

• Develop and monitor key performance indicators (KPIs) to track financial performance and identify areas for improvement.

• Monitor cash and investments.

• Ensure budget managers have the tools they need to manage their respective areas effectively.

• Meet with budget managers monthly to review transactions and update forecasts.

• Create financial models to aid decision-making.

• Establish and enforce proper accounting methods, policies, and procedures.

• Update and monitor an effective internal control system.

• Identify opportunities to streamline processes, improve efficiency, and procedures and implement changes.

Organizational Support

• Leverage technology and automation to streamline accounting processes, improve efficiency, and reduce the risk of errors.

• Identify opportunities to implement accounting software, ERP systems, and other tools to enhance productivity and accuracy.

• Create financial models for strategic initiatives.

• Contribute to the development of financial goals and objectives and provide support in implementing financial strategies to drive organizational growth and success.

• Manage budgetary operations for the organization.

• Establish and maintain contacts with vendors, financial institutions, and the investment community.

• Support Human Resources processes.

Education/Experience:

• Bachelor's degree in accounting, finance, or a related field.

• Experience (5-8 years) supervising an accounting team or a similar role.

• Strong knowledge of accounting principles, financial systems and reporting, and regulatory requirements of nonprofit organizations.

Required Travel:

Travel to 2 staff retreats plus 2 board meetings per year is required for this position.

Computer Skills:

Proficiency with Microsoft Office.

Experience with Microsoft Dynamics GP preferred.

Skilled in database and CRM software usage (Microsoft Dynamics CRM experience a plus) preferred.

Other Qualifications & Skills Preferred:

Strong customer service orientation.

Strong business acumen and ability to think strategically while working collaboratively with diverse stakeholders.

Strong leadership, coaching, and team management skills.

Excellent oral and written communication skills.

Ability to coordinate multiple work projects effectively.

Exceptional attention to detail and accuracy.

Ability to maintain a high level of confidentiality with sensitive data.

Research skills.

Ability to work in a team environment.

Ability to work under pressure and meet tight deadlines.

Human Resources knowledge/supervisory experience.

Certificates and Licenses:

Certified Public Accountant preferred but not required.