Elevanta is an association management and professional services organization providing management and services to associations and national franchise brands including the National Burger King Franchisee Association, Franchise Business Services (Buffalo Wild Wings), Qdoba Franchisee Association, Planet Fitness Independent Franchisee Association, and many others.
The Assistant Controller will train under the current Controller to assume the role within nine to eighteen months. There is opportunity for this position to transition into a higher level position within the organization such as Vice President of Finance and ultimately Chief Financial Officer.
The Assistant Controller will support the Controller and will aid in directing the organization’s accounting practices, maintaining financial records and preparing of financial management reports and procedures. Duties include supervision of all accounting and budgeting functions, collection and analysis of statistical and accounting information, and other activities that impact the fiscal stability and effective operation of the organization.
Partner with Controller on all operational and strategic issues as they arise.
Provide strategic recommendations to the Controller and CEO based on financial analysis and projections, cost identification and allocation, and revenue/expense analysis.
Translate business strategy into the organization’s financial strategy.
Assist with preparation of all monthly, quarterly and annual financial statements, for use both internally and externally. Position currently maintains financials for eight separate entities and growth is expected to continue.
Prepare quarterly cash flow reports and oversee cash management.
Produce and develop finance reports to be used in developing new business opportunities.
Assist with updating and reporting on special projects and member services, such as Elevanta Payroll and Accounting and Elevanta Health.
Maintain fixed asset inventory system including depreciation schedules and monthly depreciation expense.
Assist with preparation of all company tax returns and proactively manage all companies’ tax exposure.
Implement Board approved financial policies.
Serve as secondary contact to external auditor and prepare preliminary audit worksheets.
Maintain feasible balance in all accounts and authorize transfers between accounts as required.
Approve single item general purchases under $500.00.
Review and approve all invoices for accuracy and proper backup before payment.
Assist HR in the management of all company benefits preparing reports to vendors as required.
Review and approve payroll processing on a bi-weekly basis.
Analysis of receivable accounts, targeting past due accounts and implementing collection procedures.
Become actively involved in all aspects of convention budgeting and invoice approval.
Develop budgets in coordination with Directors, Executive Director/Association Managers, and CEO.
Variance analysis on all approved budgets.
Oversee all approved budgets to assure spending is within budgeted parameters.
Prepare monthly budget to actual reports on all approved budgets.
Automate all manual processes to the extent possible.
Fully integrate accounting software (Peachtree) with association management software (MemberNation/Salesforce)
Supervise the data entry of all information in the PAC database.
Verify the PAC database balances to the accounting records.
Prepare all monthly, quarterly and annual financial reports with regard to PAC.
Manage the FEC filing information with staff to assure it is transmitted on time.
Review and approve all invoices for payment.
Serve on committees on an as-needed basis and present financials on a quarterly basis to each association’s respective finance committee.
Work directly with all Directors in other areas in developing and monitoring their budgets. Have frequent contact with all associates within Elevanta
Interact with outside legal counsel, independent auditors, vendors, and franchisees and keep in frequent contact with persons in other organizations who have similar responsibilities.
Annually – responsible for processing dues invoices for five entities and several regional invoices
Assist with monthly bank and merchant account statements for eight separate entities
A four-year college level degree in accounting is required
CPA certification and experience required
Proven extensive experience, minimum five (5) years, in association accounting and budgeting processes.
Experience in Peachtree accounting software required
Experience in SalesForce
Experience in benefits management and knowledge of PC-based computer systems
Ability to handle multiple responsibilities, strong attention to detail, proactive work ethic, and well developed interpersonal skills
Elevanta is a dynamic association management and professional services firm providing a suite of solutions for business owners and associations, including health and P&C insurance, employer services, association management, convention planning and government relations. More information can be found at www.elevanta.com or LinkedIn under Elevanta.