Vice President of Finance

San Antonio Board of REALTORS®; San Antonio (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Vision insurance

Life insurance

Paid time off

Other benefits

Job summary

The San Antonio Board of REALTORS® seeks a Vice President of Finance to lead the organization's accounting, treasury, payroll, and benefits administration. This executive ensures accurate financial records, strong internal controls, timely reports to the CEO, COO, and Board, and compliance with applicable tax filings.

You will oversee budgeting, annual audits, cash flow management, vendor and benefit-provider relationships, and confidential personnel records, guiding the team with clear,

Qualifications

• Bachelor’s degree in accounting, finance, business administration, or a closely related field.
• At least ten years of progressively responsible experience in accounting, finance, or business administration.
• Previous management or supervisory experience.
• Experience administering payroll and employee benefits strongly preferred.
• Experience working with a nonprofit, membership-based organization, or professional association preferred.

Responsibilities

• Direct accounting, treasury, budgeting, cash management, and financial reporting functions.
• Prepare accurate and timely monthly financial statements for presentation to the Finance Committee.
• Prepare financial analyses, forecasts, cash-flow reports, budget-to-actual reports, and other reports requested by the Finance Committee, CEO, or Board of Directors.
• Lead the development and preparation of the organization’s annual operating and capital budgets.
• Monitor financial performance and advise leadership regarding significant budget variances, financial trends, risks, and opportunities.
• Supervise accounts payable, accounts receivable, general ledger, and account-reconciliation activities.
• Coordinate the annual financial audit and assist auditors by preparing schedules, records, and supporting documentation for general ledger accounts.
• Coordinate the presentation of the annual audit report to the Finance Committee, Executive Committee, and Board of Directors.
• Review applicable tax and regulatory filings for accuracy, including Forms 990, 990-T, 1120, and 5500.
• Maintain regular communication with the organization’s investment advisers and monitor investment activity in accordance with approved policies.
• Oversee annual membership dues billing and quarterly fee billing.
• Review monthly sales tax reports and other required financial filings for accuracy and timely submission.
• Manage banking relationships, authorized accounts, cash balances, and financial institution documentation.
• Protect confidential financial information and maintain complete financial records in accordance with applicable retention requirements.
• Recommend improvements to financial systems, procedures, reporting, and internal controls.

Skills

Accounting principles

Financial reporting

Budgeting

Cash management

Payroll

Internal controls

Leadership

Supervisory skills

Communication

Excel

Education

Bachelor’s degree in accounting, finance, business administration, or related field

Tools

Microsoft Excel

Job description

The Vice President of Finance provides leadership and oversight for the organization’s financial, accounting, treasury, payroll, and benefitsfunctions. The position is responsible for maintaining accurate financial and personnel records, implementing effective internal controls, preparing timely financial and management reports, managing cash flow, coordinating the annual budget and audit processes, and supporting the administration of employee payroll and benefits.

This position reports to the Chief Executive Officer and works in coordination with, and is operationally accountable to, the Chief Operating Officer of each organization for matters within their respective areas of responsibility. The position advises executive leadership on financial matters and ensures departmental practices align with organizational policies, goals, and objectives established by executive leadership and the respective Boards of Directors.

Essential Duties and Responsibilities

Finance and Accounting

• Direct the organization’s accounting, treasury, budgeting, cash management, and financial reporting functions.
• Prepare accurate and timely monthly financial statements for presentation to the Finance Committee.
• Prepare financial analyses, forecasts, cash-flow reports, budget-to-actual reports, and other reports requested by the Finance Committee, Chief Executive Officer, or Board of Directors.
• Lead the development and preparation of the organization’s annual operating and capital budgets.
• Monitor financial performance and advise leadership regarding significant budget variances, financial trends, risks, and opportunities.
• Supervise accounts payable, accounts receivable, general ledger, and account-reconciliation activities.
• Establish, document, and maintain appropriate accounting procedures, internal controls, and financial policies.
• Coordinate the annual financial audit and assist auditors by preparing schedules, records, and supporting documentation for general ledger accounts.
• Coordinate the presentation of the annual audit report to the Finance Committee, Executive Committee, and Board of Directors.
• Review applicable tax and regulatory filings for accuracy, including Forms 990, 990-T, 1120, and 5500.
• Maintain regular communication with the organization’s investment advisers and monitor investment activity in accordance with approved policies.
• Oversee annual membership dues billing and quarterly fee billing.
• Review monthly sales tax reports and other required financial filings for accuracy and timely submission.
• Manage banking relationships, authorized accounts, cash balances, and financial institution documentation.
• Protect confidential financial information and maintain complete financial records in accordance with applicable retention requirements.
• Recommend improvements to financial systems, procedures, reporting, and internal controls.

Payroll and Benefits Administration

• Manage payroll processing and related reporting, ensuring accuracy, timeliness, confidentiality, and compliance with applicable requirements.
• Review payroll changes, deductions, leave balances, benefit elections, and authorized compensation adjustments.
• Coordinate annual benefits open enrollment with the organization’s third-party broker and benefit providers.
• Serve as the primary administrative contact for employee health, dental, vision, life insurance, retirement, workers’ compensation, and other benefit programs.
• Prepare and submit quarterly 401(k) employer contribution and matching information to the retirement plan administrator.
• Coordinate the annual workers’ compensation audit and maintain supporting payroll and classification records.
• Reconcile payroll and benefit accounts and resolve discrepancies with vendors and service providers.
• Assist employees with routine payroll and benefit questions while maintaining appropriate confidentiality.
• Maintain accurate, confidential, and properly secured employee personnel, payroll, benefit, leave, and training records.
• Assist with employee onboarding, including new-hire paperwork, payroll and benefit enrollment, policy acknowledgments, and required employment documentation.
• Assist with employee offboarding activities, including separation documentation, benefit notifications, final payroll information, and the return of organizational property.
• Assist with maintaining and periodically updating job descriptions, organizational charts, personnel forms, and human resources procedures.
• Assist leadership with implementing approved compensation adjustments resulting from performance evaluations, promotions, or other authorized personnel actions.
• Coordinate leave administration, including paid time off and other applicable employee leave programs.
• Assist appropriate organizational leadership in monitoring changes to applicable employment requirements and implementing approved updates to payroll, benefits, and related administrative procedures.
• Review wage and salary ranges and market data and provide recommendations to maintain internal equity and market competitiveness.
• Exercise discretion and maintain strict confidentiality regarding employee, payroll, benefit, and organizational matters.

Supervisory Responsibilities

This position directly or indirectly supervises:

• Accounting Department staff
• Other assigned administrative or support personnel

Supervisory responsibilities include assigning and reviewing work, setting performance expectations, providing coaching and feedback, addressing performance concerns, supporting professional development, and ensuring compliance with organizational policies.

Required Knowledge, Skills, and Abilities

• Comprehensive knowledge of accounting principles, financial reporting, budgeting, cash management, payroll, and internal controls.
• Working knowledge of employee benefits, personnel-record requirements, and general employment practices.
• Excellent leadership, management, and supervisory skills.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Excellent organizational and time-management skills, with the ability to manage multiple deadlines and priorities.
• Ability to communicate financial information clearly to employees, leadership, committees, and the Board of Directors.
• Ability to exercise sound judgment, discretion, professionalism, and a high degree of confidentiality.
• Proficiency in accounting, payroll, tax preparation.
• Proficiency with Microsoft Office, including advanced working knowledge of Microsoft Excel.
• Ability to develop effective working relationships with employees, members, volunteers, vendors, auditors, consultants, and organizational leadership.

Education and Experience

• Bachelor’s degree in accounting, finance, business administration, or a closely related field required.
• At least ten years of progressively responsible experience in accounting, finance, or business administration required.
• Previous management or supervisory experience required.
• Experience administering payroll and employee benefits strongly preferred.
• Experience working with a nonprofit, membership-based organization, or professional association preferred.

An equivalent combination of relevant education, training, and professional experience may be considered.

• Employer 401(k) matching contribution
• Health insurance
• Vision insurance
• Life insurance
• Paid time off
• Other benefits provided under the organization’s current benefit programs

Schedule

• Monday through Friday
• Eight-hour shift
• Occasional evening or extended hours may be required to support committee meetings, Board meetings, audits, open enrollment, or organizational events.

Physical and Work Requirements

The position primarily operates in a professional office environment and routinely uses computers, telephones, and other standard office equipment. The employee must be able to communicate effectively and perform the essential duties of the position, with or without reasonable accommodation.

The organization is an equal opportunity employer and considers qualified applicants without regard to legally protected characteristics. Employment decisions are based on organizational needs, job requirements, and individual qualifications.

This job description is intended to describe the general nature and level of work performed. It is not an exhaustive list of every responsibility, duty, qualification, or working conditions associated with the position. Responsibilities may be modified as organizational needs evolve.