Director, Financial Reporting & Planning (Hybrid)

The Director of Financial Reporting and Planning is tasked with directing and overseeing all internal and external financial reporting functions. This position entails the meticulous preparation and submission of statutory reports, the Annual Report, and additional governmental reports in compliance with GAAP requirements. The Director will consult with business line leaders to deliver complex consolidated financial reports for the Board of Directors, external auditors, and executive management while collaborating with senior financial management regarding the implications of new accounting standards and regulatory obligations.

Moreover, the Director will supervise the annual budgeting process, forecasting, audit procedures, and the reporting of key performance metrics, ensuring comprehensive compliance and accuracy across all financial activities.

 Duties & Responsibilities:

• Consult with department and business line leaders to provide complex consolidated financial reports for use by the Board of Directors, external auditors, and executive management. Ensures departmental accounting reflects accurate financial performance.
• Collaborates with senior financial management on the impact of new accounting standards, reporting requirements, and regulatory standards on existing and new transactions.
• Oversees and coordinates the annual budget, forecasting, audit processes, and related analytical and system functions, develops financial targets for the upcoming budget year.
• Assesses trends and strategic plans and develops financial targets that build the foundation for the upcoming budget year.
• Oversees and reports on key metrics on overall association-level health and monitors current association trends.
• Discusses and negotiates financial solutions and settlements with outside partners, participating in mediation as needed.
• Ensures optimum use of accounting software systems and continual process improvement in partnership with the Accounting Operations Director.
• Performs routine analysis of work-in-process accounts ensuring accuracy and reasonableness of balances and reports.
• Manages a team of Associates responsible for cost accounting and financial reporting, analysis, and compliance to include work output, performance, and conduct in alignment with AAA’s ethical standards.
• Provides feedback, coaching, and mentorship to promote growth and development and a positive work culture.

Competencies, Requirements, Certifications:

• Identifies and uses individual team member capabilities to help the team.
• Provide learning opportunities, stretch assignments, reinforcing and redirecting feedback, and coaching.
• Exceptional verbal and written communication skills, including the ability to draft executive-level communications and reports for leadership and make effective oral presentations, and strong negotiating skills.
• Thorough knowledge of the financial industry and market trends and the ability to think innovatively and strategically.
• Strong leadership and team-building skills, well organized, well informed, capable of leading by influence, and able to achieve desired goals and objectives while maintaining the respect and support of the organization.
• Excellent problem-solving skills and ability to think conceptually and effectively communicate direction to associates and business departments.
• Strong negotiation, facilitation, and consensus-building skills; able to present to senior management and internal stakeholders.
• Ability to prepare complex cost/benefit analyses and exercise initiative and judgment in solving financial problems.

Education & Experience:

• Bachelor’s degree in Finance, Accounting, or a related field of study.
• A minimum of seven (7) years of experience in managing financial reporting and analysis, budgeting, payroll, or a related area of expertise is required.
• Possesses a comprehensive understanding of the Generally Accepted Accounting Principles (GAAP).
• Certified Public Accountant (CPA) required. 

Hiring Range: $112,000 - $140,000

This position is eligible for participation in the AAA, Inc. Annual Incentive Plan.

AAA, Inc. is committed to paying competitively and equitably. The posted range for this position represents competitive compensation based on market data, internal equity, and the skills and requirements of the position. The actual compensation at the time of offering will be based on your overall qualifications and experience.

AAA, Inc. supports a flexible work environment for our associates. We are committed to collaboration, innovation, and work-life balance and offer a hybrid work model of three days in-office and two days at home (or whenever you work best) each week.

AAA, Inc. is not accepting unsolicited assistance from any search firms for this employment opportunity. All resumes submitted by search firms to any employee working at the AAA, Inc. offices either by email, the Internet, or in any form and method without a valid written Statement of Work in place for this particular position from the AAA, Inc.'s Talent Acquisition Department will be deemed the sole property of the AAA, Inc.'s Office. No fee will be paid if the AAA, Inc. office hires the candidate due to the referral or through other means.