Chief Financial Officer Full Time

Position: Chief Financial Officer
Pay: $135,000 – $170,000 annually
Location: Getzville, NY

The Summit Center is Western New York’s leading provider of evidence-based services for children and adults with autism and other developmental, social, and behavioral challenges. Our team is dedicated to helping every individual we serve achieve their highest level of independence.

Why Work With Us?

• 42 days of paid time off
• 14–16 paid holidays annually
• Potential for annual raises, incentive payments, and profit sharing
• Tuition Reimbursement
• Excellent health, dental, and vision insurance/Medical opt-out payment (up to $1,000/year)
• 401K with up to 4% employer match
• Life and long-term disability insurance

Your Impact as the Chief Financial Officer

A member of the Executive Leadership team, the Chief Financial Officer is a strategic partner to the Chief Executive and provides overall supervision of all financial aspects of the organization, including appropriate budgeting and financial reporting. This specifically includes ensuring fiscal accountability, developing annual budgets, providing timely financial reports, compliance with applicable state laws and regulations, monitoring accounts payable and accounts receivable, and assisting with reporting on the activities of the Summit Foundation and the Discovery Kids Day Care Center, affiliated entities.

1. Personnel selection, supervision, and training of the Finance department. including purchasing, payroll, and billing functions

• Select and orient qualified candidates for all staff positions that are direct reports
• Provide a 6 and 12-month appraisal of new direct report employees, and annually thereafter
• Ensure that all employees have a current job description and receive annual reviews
• Provide regular (at least biweekly) supervision of direct reports for communication and ongoing training and evaluation
• Assist the Director of Training to ensure that staff are well trained to meet the standards set by their position and the goals established by the agency
• Maintain regular communication with staff directly and indirectly under their supervision

2. Participate as a member of the Executive, Senior, and General Leadership teams

• Participate in leadership meetings
• Participate in medium and long-range planning and engage in specific activities to meet agency goals
• Actively participate in the development of a facilities master plan, continually updating and prioritizing needs in agreement with program requirements
• Attend local, regional and state meetings relevant to duties (e.g., Strategic Alliance, Preschool Alliance); regularly summarizes and communicates information
• In cooperation with the Chief Executive Officer, complete an annual report to the Board of Directors by October 1st of each year for the prior fiscal year
• Actively participate in overarching agency evaluation
• Evaluates program expansion and new development as needed to fulfill the mission of the agency

3. Ensure fiscal accountability

• Develop the agency budget and present to the Chief Executive Officer, Executive Leadership team and the various committees of the Board of Directors as well as the full Board of Directors in June of each fiscal year
• Regularly monitor the fiscal health of the agency by reviewing a summary of revenue and expenses and developing and preparing program analytics on a monthly basis, including unit reporting.
• Facilitate written and verbal communications and understanding of budget status with program leaders
• Monitor financial health of the agency on a continual basis and bring concerns to the attention of the Chief Executive Officer and/or Executive leadership team.
• Prepare Internal Affairs Committee and Board Financial Reports, as well as all special report requests
• Contract and monitor the annual Agency financial statement audit, Discovery Kids financial statement audit, and 401(k) audit.
• Oversee the preparation of the fiscal year and calendar year consolidated fiscal report (CFR) and benefit plan SS00’s.
• Implement recommendations in any auditor’s management letter
• Ensure accounts payable are processed in a timely manner consistent with general accounting standards and responsible cash management
• Negotiate Annual Line of Credit with the bank; manages LOC utilization
• Negotiate and monitor insurance coverage and related premiums for Workmen’s Compensation, property, causality, accidental, and professional liability
• Work closely with program leadership to achieve accurate and current census projections and staff allocations
• Respond to any requests from New York State Education Rate Setting Unit and monitor status of all interim, prospective, and reconciled rates.
• Ensure billing is processed in a timely manner consistent with general accounting standards and revenue recognition principles utilizing approved state issued rates.
• Prepare and Oversee process for annual compensation increases and any additional compensation distributions at year end.
• Oversee the administration of the accounting software and implementation of new modules.
• Oversee the administration of the behavioral pediatrics clinic including the front desk function, billing function and credentialing of providers.

4. Purchasing activity

• Supervise purchase process and ensure that purchasing procedures meet state and federal guidelines
• Negotiate, maintain and draw on Fixed Asset LOC as necessary
• Negotiate and maintain service agreements, lease purchase agreements, etc.
• Develop and monitor systems and processes to ensure cost reduction opportunities are utilized fully
• Oversee the contract process, sign and/or review all agency contracts for appropriateness in accordance with state spending and agency budget guidelines.

5. Communication with the Board of Directors

• Prepares financial reports for the Executive Committee, Internal Affairs Committee, and the Operating Board of Directors
• Coordinate and plan 401(k) investment committee meetings and communications.
• Oversee the preparation and coordination of financial materials for the Foundation Board, Discovery Kids Board, and Investment Committee meetings.
• Record the minutes of the Internal Affairs Committee meetings and the 401(k) investment committee meetings.
• Actively participate in the above Boards and committee meetings and decision-making process
• Attend the Board of Directors’ meeting, as requested by supervisor
• Serve as a staff resource to all Committees and Boards of Directors of the agency.

6. Payroll Administration, Human Resources, Benefits and Policies

• Provide financial and administrative support to Human Resources
• Assist Human Resources Director and the Chief Executive Officer in the review and development of annual salary administration programs
• Manage payroll administration (biweekly payroll, taxes, end of year reports)
• Oversee ULTIPRO/UKG (Payroll/HR software) with the assistance of Human Resources
• Monitor cost efficiencies of benefit packages and evaluate and make decisions with the Director of Human Resources and the Chief Executive Officer on the cost share of each annual contract.
• Supervise the HRIS manager and the implementation of new UGK modules purchased.

7. Affiliation Agreement Activities (Summit Foundation; Discovery Kids, etc.}

• Work with affiliated agencies to maintain administrative support
• Develop, monitor, and maintain contracts between affiliated agencies
• Provide financial advice and payroll/payable support to affiliated agencies

8. Adheres to The Summit Center Core Agency Values of Adaptability, Accountability, Collaboration, Integrity, Optimism and Respect

• Openly recognizing and acknowledging other’s abilities, efforts, and accomplishments
• Working cooperatively with individuals representing divergent backgrounds, interests, and points of view
• Expecting the best of one another and of our consumers; displays teamwork
• Presenting a positive and confident attitude
• Displaying empathy to co-workers and with both individuals served and their families
• Demonstrating patience with others, encouraging them to grow and learn Identifying creative and innovative ways to effectively assist individuals in learning and achieving their goals
• Avoiding situations that may result or be perceived to be in conflict with the interests, operations or reputation of the agency
• Establishing and maintaining professional boundaries with individuals, families, co-workers and vendors; avoiding dual relationships which may impair objectivity

9. Adheres to The Summit Center employment policies as outlined in the Employee Handbook

10. Perform any other duties as requested by your supervisor

EDUCATION and/or EXPERIENCE:

• Certified Public Accountant or Master’s degree in accounting or finance
• Minimum of 10 years Financial Administration experience
• Experience in a human service field such as education, health care, or related entity preferred

CERTIFICATES, LICENSES, REGISTRATIONS:

• Certified Public Accountant (CPA)

At The Summit Center, you’ll be part of a compassionate, highly trained team committed to empowering individuals to reach their full potential. Let your next job be the one that truly makes a difference.

Education

Required

• Bachelors or better in Accounting or related field

Preferred

• Masters or better in BUSINESS

Licenses & Certifications

Required

• Certified Public Acct.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.