• Assess and evaluate financial performance of the organization and related entities with regard to operational goals, budgets and forecasts.
• Serve as strategic business partner on the senior leadership team. Communicate, engage and support the CEO, COO, and Department Directors.
• Create and establish annual and multi-year financial objectives that align with the company’s plans for growth and expansion.
• Provide strategic recommendations regarding operations models and revenue growth. 

•  Prepare and present monthly financial reports including monthly profit and loss, forecast vs. budget and cash flow in accordance with Generally Accepted Accounting Principles.
• Review and analyze monthly financial results and provide recommendations.
• Identify, develop and execute analysis of business initiatives, product launches and/or new service offerings.
• Lead the development of annual operating budgets including capital requests.

•  Supervise the accounting department to ensure the proper functioning of all systems, databases and financial software. 
• Review and ensure application of appropriate internal controls, compliance and financial procedures and appropriate department policies and procedures are in place and implemented. 
• Ensure timeliness and accuracy of financial and management reporting data for leadership team and volunteer leaders.
• Oversee the preparation and timely filing of all local, state and federal tax filings.
• Work with Human Resources to ensure appropriate legal compliance.
• Oversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies.
• Ensure adequate insurance coverage for TXCPA and negotiate policies.
• Oversee contract management process and administration.
  
  

•  Oversee cash, investments and asset management area. Manage cash flow planning process and ensure funds availability.
• Explore new investment opportunities and provide recommendations on potential returns and risks.
• Maintain outstanding banking relationships and strategic alliances with vendors and business partners.
• Remain current on audit best practices as well as state, federal and local laws regarding company operations.

• Identify, acquire and implement systems and software to provide critical financial and operational information. Evaluate departments and make suggestions for automating processes and increasing working efficiency.
• Oversee the relationship with third party technology provider. 

•  Serve as staff liaison to the TXCPA Insurance Trust Board which has responsibility for member insurance.
• Oversee accurate and timely filings of the TXCPA Political Action Committee.
•  Serve as staff liaison to assigned committees to include: the Compensation Committee, Finance Committee, Investments Committee, and Audit Committee with responsibilities and duties as outlined in the Staff Policies and Procedures Manual.
•  Member of TXCPA 401(k) Investment Committee which has fiduciary responsibility for the employees’ 401(k) plan.
•  Serve as CPA on staff to the peer review program 

EDUCATION, EXPERIENCE AND LICENSING REQUIREMENTS:
1. Bachelor's degree in accounting, finance or related field (MBA Preferred)
2. Certified Public Accountant certification required.
3. Minimum 7 years’ experience in accounting and financial management practices including budgeting/forecasting, treasury activities and operations.
4. 10 years’ experience including interaction with senior-level management. 

About Texas Society of CPAs

The Texas Society of Certified Public Accountants (TXCPA) is the largest, most influential association of accounting and finance professionals in Texas, dedicated to supporting one another, and promoting and protecting the value of the CPA designation. With 28,000 members and 20 local chapters, TXCPA advances the interests of CPAs and the accounting profession through advocacy, access to knowledge, community connections, and career development.

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