A. General Description:

The purpose of this position is to provide technical, analytical, and accounting support in all aspects of the budget and pension operations of the association. The incumbent is responsible for updating, testing and implementing various changes and requirements to business processes and the budget system. The incumbent assists in the preparation of financial forecasts, special analyses and graphic presentations for management and volunteer leadership. S/he serves as a primary resource for programming budget and financial reports within the organization. The incumbent performs the accounting functions associated with the administration of the defined benefit and defined contribution plans in compliance with current statutory regulations and filing and reporting deadlines.

B. Responsibilities:

1. Review and analyze budget data to address key variances.
2. Identify trends and opportunities to improve financial status.
3. Prepares procedural documentation, manages system requirements and testing.
4. Develop reports utilizing multiple reporting tools (i.e. Excel Office Connect or BI reporting)
5. Work with program and project managers to develop the organization’s (ASHA and affiliate organizations) budget. Review managers’ budget proposals for completeness, accuracy and compliance.
6. Meet with and guide budget managers at least quarterly regarding budget needs and decisions.
7. Monitor spending to keep the organization and affiliates within the approved budget.
8. Presents findings in multiple data visualization formats to various audiences.
9. Responsible for accounting entries for retirement plans and assists in regulatory tax and compliance filings. 

C. Contacts:

To accomplish responsibilities listed above, the incumbent has contact with:

1. Finance staff involved in budgeting, recording, and reconciling Association expenses.
2. National Office staff in providing accounting information on retirement plans.
3. National Office staff with budgetary responsibility concerning budget compilation and variance analyses.
4. Board of Director members regarding Officer-specific discretionary budget information.
5. Human Resources staff regarding salary, fringe benefits, retirement.

D. Freedom to Act:

The incumbent reports directly to the Director of Budget and Pensions. The incumbent receives broad work direction and objectives. S/he has latitude in day-to-day budget operations. Incumbent exhibits independence of thought and functions as a primary resource to the Director of Budget and Pension on matters of budget related issues and accounting entries for the pension plans. The incumbent exercises sound professional judgment about seeking outside advice when an issue is beyond available internal resources and experience.

E. Qualifications – Education, Experience, Knowledge, Skills:

Knowledge and skills typically acquired through:

• Baccalaureate degree in accounting (or similar major) and 5-8 years of relevant experience required.
• Non-profit or association experience preferred.
• Technical experience in utilizing accounting, payroll and budget systems preferred.

Scope and depth of technical skills/knowledge:

• Comprehensive knowledge of budget development and accounting principles.
• Ability to present budget information effectively in narrative, graphic and numerical form.
• Ability to develop solutions to complex problems.
• Advanced skill level in the use of Excel spreadsheets.
• Advanced skill level in PowerPoint. 

Scope and depth of nontechnical skills/knowledge:

• Demonstrated ability to problem solve effectively.
• Demonstrated ability to clearly communicate, verbally and in writing.
• Demonstrated ability to pay attention to details.
• Demonstrated ability to work effectively and in a cooperative manner with others. 

F. National Office EEO Policy:

It is the policy of the American Speech-Language-Hearing Association to provide equal opportunity to all employees without regard for race, sex, national origin, religion, marital status, disability, veteran's status, age, sexual orientation or LGBT status, genetic information, citizenship, or any other factor protected by applicable federal, state, or local laws and ASHA's Bylaws. This policy applies to recruiting, hiring, transfer, promotion, compensation and benefits, upward mobility, training and development, access to facilities, termination, and other personnel actions. Under the direction of the Chief Executive Officer, with a firm commitment from coaches at all levels within the organizational structure of the National Office, affirmative action will be taken to ensure the full utilization of members of racial/ethnic minority groups, women, persons with disabilities, and Vietnam and disabled veterans within our workforce.

G. Disclaimer:

“This description is intended to provide an overview of the responsibilities and duties of the position. It is not all inclusive. The incumbent in the position will be expected to perform other duties as required. The responsibilities may change over time. This description is provided for informational purposes only and does not form the basis of a contract.”