Director of Finance & Controller

Ontario Trillium Foundation; Town of Conklin (NY); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Competitive compensation

Bonus strategies

401k retirement matching

Health savings options

Flexible spending options

Relocation assistance

Job summary

Universal Instruments in Town of Conklin seeks a hands-on financial leader who will manage accounting, reporting, planning and internal controls. You’ll partner with the President and senior leaders to guide profitability, growth and operational effectiveness.

This working manager role combines the technical accounting discipline with strategic planning, forecasting and business partnering to support performance across the organization.

Qualifications

• Bachelor’s degree in Accounting or Finance and 8+ years in finance/accounting.
• MBA or Master’s in Accounting/Finance with commensurate experience preferred.
• CPA and/or CMA certification is a plus; experience with SAP and advanced Excel expected.

Responsibilities

• Lead month-end, quarter-end and year-end close processes.
• Oversee accounting, AP, AR, payroll, tax and cost accounting activities.
• Provide financial analyses, budgeting, forecasting and performance reporting.
• Maintain internal controls and financial policies to safeguard assets.
• Partner with senior leadership to drive profitability and growth.

Skills

Leadership

Financial analysis

Internal controls

Strategic partnering

Excel (Advanced)

ERP systems

Education

Bachelor's degree in Accounting/Finance

MBA or Master's in Accounting/Finance

CPA/CMA preferred

Tools

SAP

Excel (Advanced)

Job description

Summary

This role is a hands-on financial leader responsible for the company’s accounting, financial reporting, financial planning and analysis, internal controls, and day-to-day financial operations. Partnering closely with the President and senior leadership team, this position provides financial insight and guidance to support business performance, operational effectiveness, profitability, and long-term growth.

This is a working manager position that combines technical accounting, controls, compliance, and close responsibilities of a Controller with the strategic financial planning, forecasting, analytical, and business-partnering responsibilities of a Director of Finance.

Principal Accountabilities (Functional)

• Partners with the President and senior leadership to develop financial strategies and provide financial guidance supporting business objectives, profitability, growth and operational effectiveness.

• Leads the development of financial and business planning models, metrics and measurement techniques to assist corporate executives in achieving business plans, goals and objectives.

• Develops and analyzes statistical, financial and operational data to evaluate profitability, budget performance, cost trends, fiscal integrity and operating effectiveness.

• Provides senior management with financial analyses including financial statements, operating results, P&L variance analyses, planning and forecasting, historical trending, operational metrics, charts and graphs, and other analytical reporting utilizing knowledge of accounting and financial principles.

• Institutes and maintains financial planning and control procedures, analyzes and reports variances, identifies underlying business drivers and recommends actions to achieve plan objectives.

• Identifies key signals, measurements and progress indicators that extend into business performance.

• Champions long term growth strategies while promoting cost containment, and operational efficiencies.

• Maintains responsibility for the integrity, accuracy and timeliness of accounting and financial reporting.

• Actively participates in month-end, quarter-end and year-end financial closing processes.

• Oversees general accounting, accounts payable, billing/accounts receivable, payroll accounting, tax-related activities, cost accounting and other financial closing activities.

• Reviews account reconciliations, journal entries, financial statements, accruals, reserves and other activities.

• Provides technical accounting guidance and assists in resolving accounting, reporting and financial matters.

• Maintains appropriate accounting policies, financial procedures and internal controls to provide accurate financial reporting and safeguard company assets.

• Leads planning, development, maintenance and performance of the Corporate Internal Controls Review.

• Coordinates Internal Controls Reviews, peer reviews, financial audits conducted by independent public accountants and other external financial interfaces.

• Evaluates financial processes, procedures and systems and recommends improvements to strengthen internal controls, improve efficiency, enhance financial visibility and increase automation.

• May assist in managing global financial processes and reporting to provide key metrics and analysis.

• Manages special projects and provides comprehensive financial and business analyses for senior management as required.

Principal Accountabilities: (General Supervisory)

• Carries out responsibilities in accordance with company policy and applicable State and Federal laws, including interviewing, hiring, training, planning, directing work and appraising performance.

• Provides direct leadership to Finance and Accounting employees while functioning as a working manager with hands-on involvement in departmental activities.

• Provides hands-on support during financial close, budgeting, forecasting, audits, financial analysis and other periods of increased workload or complexity.

• Interprets company policies to employees and enforces applicable safety regulations.

• Implements cross-training and employee development activities with specific attention toward creating a highly capable and flexible Finance and Accounting organization.

• Establishes and implements team and individual Critical Success Factors, including measurement and documentation of employee progress toward established goals.

• Develops employees through coaching, training, expanded responsibilities and performance feedback.

• Promotes accountability, collaboration, continuous improvement and effective business partnership throughout the Finance and Accounting organization.

Minimum Requirements

• Bachelor's Degree in Accounting, Finance, or related discipline with 8+ years of progressively responsible finance and/or accounting experience.

• MBA or Master's in Accounting, Finance or related, with commensurate experience will be considered.

• Previous experience supervising or leading Finance and/or Accounting professionals.

• CPA and/or CMA certification preferred.

• Strong SAP and advanced Excel experience.

• Demonstrated professional experience across financial reporting, accounting operations, budgeting, forecasting and financial analysis.

• Strong understanding of accounting principles, financial statements, internal controls, financial reporting, budgeting, forecasting and business analysis.

• Demonstrated ability to analyze complex information and translate findings into actionable recommendations.

• Manufacturing, capital equipment, or similarly complex operating environment experience is preferred.

• Cost accounting and manufacturing financial analysis experience preferred.

• Global or multi-entity financial experience preferred.

Responsibility for Quality Procedures or Direct Product Quality

• Adheres to Universal Quality System policies and procedures and uses Total Cycle Time principles, First Pass Yield concepts and standard problem-solving tools to continuously improve work processes.

• Promotes accurate, timely, efficient and controlled financial processes throughout the organization.

Physical Demands

• Ability to use a computer on a frequent basis.

• Ability to communicate clearly and effectively with fellow employees, management and business partners.

• Ability to prepare and deliver financial presentations to senior management and other stakeholders.

Universal Instruments is an EOE/M/F/Vet/Disabled employer

Target Annual Compensation: $150,000 - $175,000 + Bonus + Robust Benefits

~ What “U” Can Do For You ~

Rewards Package:

• Competitive Compensation, Bonus Strategies, 401k Retirement Contribution Matching, Health Savings Options with Monthly Company Contributions and Investment Capability, Flexible Spending Options, Objective Merits, and Relocation Assistance.

Career Development:

• Relevant Tuition, Upskilling, and Certification Reimbursement, Mentorship, Educational Institution Relations, Career Pathing.

Work/Life Balance:

• Competitive Paid Time Off, Paid Holidays, and Wellness Hours.

Health & Wellbeing

• Comprehensive Medical, Dental, Vision, Life, Disability, Employee Assistance Plan (“EAP”) and Other Supplemental Coverage Options.

Company Culture:

• Professional and Respectful Work Environment Driven by Our “6-C’s” Core Values: Customer-Centric, Collaboration, Creativity, Character, Courage, and Community.