Summary: This position is responsible for managing the work flow and prioritizing across the Pooled Trust department.
Supervises, directs, and reviews the work of the accounting staff (including, but not limited to, cash reconciliations, trust account statement reconciliations, check runs, accounts receivable transactions, debit and credit activity, and recording of revenue, etc.)
Ensure that the timeframes for member's bills to be paid is being adhered to.
Responsible for ongoing relevant training and professional development for staff.
Performs supervisory duties that include, but are not limited to: hiring and training staff, promoting, disciplining, scheduling, terminating, measuring the performance of staff, and conducting annual staff evaluations.
Cash management (including placement/movement of funds in various accounts).
Maintains organized set of detailed records and files to document financial transactions.
Resolves complex accounting issues or assists other personnel in resolving financial issues.
Coordinates monthly, quarterly, and annual closing activities.
Makes and implements recommendations to improve accounting processes and procedures.
Participates in various committees and organizational activities as assigned.
Submits board report information in a timely fashion.
Engages in community relations to include, but not limited to: Holding staff meetings, workshops, and presentations to provide outreach and promote CDR's Pooled Trust Program and its benefits to the members who participate.
Grows the overall number of members using CDR's Pooled Trust in the community.
Performs other duties as assigned.
Skills: TECHNOLOGY/ EQUIPMENT/ TOOLS
Type of Technology, Equipment, Tool
Software Skill Level
Microsoft Office (Word, Excel, Outlook)
Ability to learn company in-house software
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. CDR will make reasonable accommodations for qualified individuals with disabilities.
This job operates in a professional office environment with moderate to light noise. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Qualifications: Education Requirements
Bachelor's degree in Accounting or Finance required
Master's degree in Accounting or Finance preferred
At least 3 years of experience that is directly related to the duties and responsibilities specified
2 years of experience in supervising direct reports
2 years of disability experience preferred
Skills and Competencies Requirements
Advanced skills with accounting software and databases
Ability to manipulate large amounts of data
Proven knowledge of accounting principles, practices, standards, laws and regulations
High attention to detail and accuracy
Time management skills
Assessment and problem solving skills
Ability to hold staff accountable
Great communication skills
Language Required: English
Minimum Education: Bachelors Degree
Minimum Experience: 2-5 years
Contact Name: Human Resources
Contact Email: email@example.com
Contact Phone: (585) 546-7510
The Center for Disability Rights strives to be a participant controlled, cross disability organization that is reflective of the community it serves. CDR values diversity and does not discriminate on the basis of age, color, cultural or ethnic group membership, disability status, educational level, family status, gender, income, national origin, race, religion, or sexual orientation. People with disabilities are encouraged to apply. CDR will make reasonable accommodations for qualified individuals with disabilities.