Director, Fiscal Planning & Accounting

ZipRecruiter; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

An established industry player is seeking a Director of Fiscal Planning & Accounting to lead financial strategies and operations. This senior leadership role is pivotal in shaping the organization's future, ensuring fiscal integrity, and managing a team of 25 professionals. The ideal candidate will possess extensive experience in executive management, strategic financial planning, and stakeholder engagement. With a commitment to innovation and collaboration, this position offers a chance to make a significant impact on the lives of thousands through effective financial management and operational oversight. Join a mission-driven organization that values flexibility, respect, and teamwork.

Benefits

Fully paid health insurance

Employer contributions to 401(k)

Generous paid time off

Education and training opportunities

Qualifications

• 10+ years of executive management experience in a complex organization.
• Expertise in GAAP and internal control systems.

Responsibilities

• Oversee all fiscal planning and accounting activities.
• Advise on financial operations, strategies, budgeting, and forecasting.

Skills

Strategic Financial Expertise

Executive Management

Business Planning

Financial Modeling

Analytical Skills

Communication Skills

Education

Bachelor’s or Master’s degree in Finance

Certifications such as CPA, CFA, CMA

Tools

Business Intelligence tools

Dynamics 365 F&O

Job description

Job Description

About Us:
Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 100,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Our core values are: Flexibility, Initiative, Respect, Sustainability, and Teamwork. Employees are encouraged to innovate, improve, foster trust and respect, work positively, and collaborate effectively.

The Funds manages $8.3 billion in assets, from diverse sources including property owners. This requires highly skilled financial management professionals.

We prioritize work/life balance and offer benefits such as fully paid health insurance (including family coverage), employer contributions to 401(k) and pension plans, education and training opportunities, and generous paid time off.

Please watch our culture and contributions video: youtu.be/hYNdMGLn19A

Position Summary:

Reporting to the Director of Finance & Administration, the Director, Fiscal Planning & Accounting is a senior leadership role requiring strategic financial expertise, executive management experience, and business planning skills. Responsibilities include overseeing all fiscal planning and accounting activities, ensuring fiscal integrity, advising senior leadership and the Board of Trustees, and managing the accounting teams of related multi-employer benefit funds. The role involves leading a team of approximately 25 staff, implementing financial policies, and managing complex funding sources with agility.

This position is crucial for shaping the Funds’ future, providing strategic direction, and supporting long-term sustainability through operational oversight, staff development, and system monitoring.

Core Pillars & Responsibilities

1. Leadership & People Management

• Act as a strategic partner to senior leadership.
• Develop and communicate a clear, innovative vision for the department aligned with organizational goals.
• Lead and support the Accounting Management Team in people, processes, and projects.
• Design an organizational structure promoting efficiency and proper controls.
• Set objectives and performance metrics; motivate and develop staff.
• Provide analysis and recommendations on complex issues.
• Propose sustainable change management strategies.
• Implement cross-training to enhance resiliency and internal career growth.

1. Business Strategy & Fiscal Planning

• Advise on financial operations, strategies, budgeting, and forecasting.
• Optimize accounting workflows for timely, accurate reporting and compliance.
• Manage audits and ensure adherence to standards.
• Oversee financial reporting for stakeholders and regulators.
• Evaluate BI tools to enhance insights and performance.
• Support Dynamics 365 F&O system efforts and legal/reporting compliance.
• Mentor staff on compliance and regulatory adherence.
• Support additional initiatives as needed.

1. Stakeholder Management

• Maintain strong relationships with internal departments, trustees, and external financial institutions.
• Address escalated issues with advanced problem-solving.
• Collaborate on strategic initiatives to improve organizational outcomes.
• Empower teams to use data insights effectively.
• Foster open communication and transparency across the organization.

Qualifications

• Bachelor’s or Master’s degree in Finance, Business Administration, Accounting, or related field.
• 10+ years of executive management experience in a complex organization.
• 7+ years of developing finance leaders and cross-functional collaboration.
• Proficiency with Business Intelligence tools and financial modeling.
• Experience working with Boards, trustees, and financial institutions.
• Expertise in GAAP and internal control systems.
• Analytical, organized, and detail-oriented with excellent communication skills.
• Initiative, strategic thinking, and collaborative mindset.
• Certifications such as CPA, CFA, CMA, or CGMA preferred.
• Experience with Multi-Employer (Taft-Hartley) Benefit Funds is a plus but not required.
• Strong commitment to the mission of 32BJ Benefit Funds.