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Tennessee Society of Association Executives

Director of Finance / CFO

Tennessee Society of Association Executives, Granite Heights, Wisconsin, United States

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Overview

We are seeking a new Director of Finance with at least 7-10 years of progressive financial leadership experience. The Director of Finance will play a crucial role in managing the financial health of the association. This position involves overseeing budgeting, financial reporting, and compliance, while also providing strategic financial guidance to the leadership team. The ideal candidate will have a strong background in finance, excellent leadership skills, and a passion for supporting the mission of a membership organization. Qualified candidates must be able to present examples of evaluating and executing programming as it relates to strategic goals as well as illustrate a successful history of financial and personnel management. Responsibilities

Basic Responsibilities Develop and implement financial strategies aligned with NATA’s mission and goals. Monitor financial performance and provide regular reports to the Executive Director, Secretary/Treasurer, Finance Committee, and Board of Directors. Lead the development and management of the annual budget in collaboration with budget owners, the leadership team and the Executive Director. Oversee compliance with financial policies and procedures and recommend changes for Board approval. Provide training for the Board and Finance Committee to build financial acumen and confidence in reading financial reports. Serve as staff liaison to the Finance Committee; prepare reports and materials for Board and Finance Committee meetings. Monitor cash flow and investment performance and facilitate account transfers when necessary or appropriate to maximize earnings and ensure timely payments. Compliance & Risk Management Ensure compliance with IRS regulations, state nonprofit laws, and other relevant financial reporting requirements. Oversee preparation and filing of all required tax documents and registrations, including Form 990, Texas Franchise Tax Returns, state registrations, etc. Maintain internal controls and risk management protocols to safeguard assets. Oversee acquisition and maintenance of appropriate insurance by NATA, potentially including D&O, general liability, cybersecurity, event cancellation, property, etc. Team Leadership Supervise finance and human resources staff, fostering a culture of accountability and continuous improvement. Oversee day-to-day financial operations, including accounts payable/receivable, payroll, and general ledger management, for the NATA, NATA Foundation and NATAPAC. Reporting & Forecasting Oversee financial reporting, forecasting, and compliance with regulatory and nonprofit standards. Prepare monthly, quarterly, and annual financial statements and dashboards. Provide financial report numbers and narratives for Annual Report, Convention presentations, and other purposes if requested. Meet regularly with department heads to review budgets, track performance, and develop accurate forecasts. Provide financial reports and/or narratives for the NATA Foundation and NATAPAC upon request. Asset Management Monitor the value of major assets such as the office building and suggest strategies for best utilizing available resources. Oversee tenant lease and maintenance negotiations in line with fair market value and contractual landlord obligations. Audit & External Relations Serve as the primary liaison with external auditors, banks, and investment advisors. Coordinate the annual audit and ensure timely resolution of any findings. Maintain internal controls, audit readiness, and relationships with external accountants and vendors. HR and Office Operations Work with HR Manager to develop and execute people strategies aligned with business objectives. Collaborate with leadership on resource planning, risk management, and internal policies and procedures. Collaborate on organizational design, workforce planning and compensation. Oversee general office operations and maintenance of common workspace. Qualifications

Bachelor’s degree in Accounting, Finance, or related field required; CPA or MBA preferred. Minimum of 7–10 years of progressive financial leadership experience, at least 3 years in a leadership role, preferably in a nonprofit or association setting. Demonstrated experience building consensus and driving initiatives across senior leadership teams. Strong knowledge of GAAP, nonprofit accounting standards, and IRS compliance for 501(c)(3) and (6) organizations. Demonstrated experience in budgeting, forecasting, and financial analysis. Excellent interpersonal and communication skills, with the ability to collaborate across departments. Proficiency in financial software and Microsoft Excel; experience with association financial management systems a plus. Proactive, organized, and solution-oriented with the ability to manage multiple priorities. The National Athletic Trainers’ Association is the professional membership association for athletic trainers and others who support the athletic training profession. Please visit www.nata.org for more information. We provide a full complement of benefits including generous leave policies and benefit money provided by NATA to be utilized toward a benefit package that makes sense for each individual employee. We also offer a 401(k) and pension plan, professional development, and flextime. If you are interested in this position, please submit your resume with cover letter and salary requirements to the following address: hr@nata.org EOE

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