Senior Director, Finance & Tax
POSITION TITLE: Senior Director, Finance & Tax
REPORTS TO: Chief Financial Officer
STATUS: Full-Time Exempt
LOCATION: Chicago, IL
Who We Are:
The Alzheimer’s Association is the leading voluntary health organization in Alzheimer’s care, support and research. Our mission is to eliminate Alzheimer’s disease through the advancement of research, to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health.
At the Alzheimer’s Association, our employees are at the core of all we do. Our network of more than 1,700 employees across the United States makes a difference each and every day for those impacted by Alzheimer’s and those at risk for the disease.
We warmly invite qualified applicants to consider this opportunity to make a life changing impact on the millions living with Alzheimer’s, their caregivers and those that may be diagnosed with the disease in the future. Read on to learn more about the role, then visit our website www.alz.org to find out more about who we are and why we've been recognized as a Best Place to Work the last eleven years in a row.
The Alzheimer's Association and our Chicago downtown office is looking for a strategic leader to be part of a dynamic team. Sr Director, Finance and Tax will partner with peers to execute organization-wide projects, lead team during monthly financial reporting and annual audit as well as annual preparation of the Form 990 for the Alzheimer's Association, AIM and other entities. This position will also ensure compliance with required charitable gift annuity filings and other required tax filings.
Essential DUTIES AND RESPONSIBILITIES:
- Monthly financial statements – responsible for investments, pledges, revenues, endowments, charitable gift annuities (CGA), split interest agreements, trusts, research grants payable, fixed assets, inventory, restricted gifts, releases of restricted gifts, receivables, prepaids, cash, deferred rent, contract liability, gifts in-kind, auctions, raffles, etc.
- Annual audit – responsible for investments, pledges, revenue, endowments, CGAs, split interest agreements, trusts, research grants payable, fixed assets, inventory, restricted gifts, releases of restricted gifts, receivables, prepaids, cash, deferred rent, contract liability, gifts in-kind, auctions, raffles, review of direct mail campaign analysis, annual footnotes, etc.
- Annual Filings – responsible for preparing and/or reviewing the Alzheimer’s Association Form 990, Form 990-T & IL AG-990-IL, AIM Form 990, AIMPAC, Alzheimer’s Association International tax filings, etc.
- Monitor, at least monthly, investment reserves and chapter reserves
- Analyze receipt and use of restricted gifts including preparation of related schedules and financial statements
- Prepare and/or review Charitable Gift Annuities (CGA) registrations & filings
- Prepare and/or review required sales and use tax filings and other tax filings.
- Hire, supervise, develop and mentor direct reports.
- Bachelor’s Degree in Accounting, CPA
- 10 years of progressive Not for Profit accounting or financial management experience
- Solid knowledge of theory and demonstrated expertise of application of generally accepted accounting principles.
- Solid knowledge of theory and demonstrated expertise of application of tax law.
- Exceptional verbal and written communication skills to communicate effectively with various stakeholders as well as ability to effectively communicate financial information to people with little or no financial background.
- 5 years of experience building, developing and leading a team
- Full cycle accounting experience in an automated systems environment (general ledger, accounts receivable, cash receipts, fixed assets, etc.).
- Experience with all phases of financial systems.
- Extensive knowledge of MS Excel and Word; ability to learn and use other types of computer software.
- Proven ability to be a part of a dynamic leadership team and partner with peers to accomplish large scale projects
- Ability to handle multiple projects simultaneously and meet deadlines
The Alzheimer’s Association is committed to diversity, equity and inclusion in the workplace and provides consideration for an employment relationship without regard to race, color, religion, sex, sexual orientation, gender expression, gender identity, genetic predisposition, national origin, ethnicity, disability, veteran status, or any other characteristic protected by federal, state or local law.