Description
Position Summary
The Assistant Manager is a hands-on, working manager responsible for providing management expertise in the development, preparation and implementation of CTA’s financial systems and reporting structures. In addition to supervising staff, this position performs substantive financial and accounting work and leads finance-related projects, including regulatory reporting and internal control oversight. The position works closely with the Accounting Manager to manage staff; evaluate, implement, and maintain financial accounting systems and system of internal controls; oversee finance-related projects, including regulatory reporting; and support management in the development and execution of organizational policies.
Duties and Responsibilities
Coordinate, supervise, and ensure the effective delivery of department functions and services.
Perform hands-on financial and accounting work in addition to supervisory and project leadership responsibilities.
Provide financial information, analysis and evaluation of financial data to support organizational decision-making.
Prepare trend analyses including but not limited to revenue projections, membership financial data, demographics and cash flow.
Serve as the primary liaison with users and subject matter expert on the Association’s financial management system; develop and maintain documentation related to system use and internal controls.
Supervise and coordinate the development and writing of financial and other specialized reports.
Oversee the preparation of financial and reporting information relative to the Association’s affiliated trusts and subsidiaries including but not limited to the, Economic Benefits Trust, Institute for Teaching, Foundation for Teaching and Learning, Voluntary Retirement Plans for Educators and the Disaster Relief Fund.
Manage the effective and accountable use of financial resources to support the Association’s services and programs.
Coordinate, develop, and implement training for staff, chapter financial representatives and others as appropriate.
Approve payments and accounting entries impacting the Association’s income and expenses.
Identify, evaluate, and monitor generally accepted accounting principles and relevant accounting guidelines impacting the Association.
Develop business and financial plans relative to revenue resources and to the maintenance and enhancement of current resources.
Consult with management on the development of economic strategies.
Perform other duties and special projects as assigned.
Requirements
Active CPA license is required
Required Qualifications
Bachelor's or higher degree preferred.
Certified Public Accountant.
Relevant experience with and knowledge of large not-for-profit organizations.
Five years of experience in managing full range of financial accounting operations.
Experience in handling sensitive and confidential data.
Experience in management or supervisory capacity in coordinating and implementing projects.
Experience in training, knowledge transfer, and information sharing.
Experience in systems and workflow documentation.
Demonstrated effective interpersonal, written and verbal communication skills.
Demonstrated effective management skills.
Proficiency in Microsoft Office applications and the ability to learn and use the Association's accounting and financial management systems.
Ability to work and travel regularly, including evenings and weekends.
Ability to obtain and maintain a valid California driver’s license.
Preferred Qualifications
Experience working in a union environment, including working with or supervising union-represented staff.
Experience participating in or leading accounting or financial management system conversions, implementations, or major system upgrades.
Deep understanding of the issues facing the public schools and the education profession.
Experience working in organizations with fast-paced campaigns situations, including contract campaigns, strikes and political campaigns.
Demonstrated commitment to racial, social, and economic justice; worker's rights; and a well-funded public education system.
Experience working for organizations focused on organizing and campaigning, with relentless drive to proactively surpass campaign/program goals under pressure and with the tenacity to tackle challenges head-on in a fast-paced, dynamic, and rapidly changing environment.
Adaptable and flexible; able to adjust seamlessly and effectively to changing conditions that impact CTA campaigns, projects and other union programs.
