Senior Director Finance Projects, FP&A, F & A Support (E5408) (Finance)

Job Summary
This position has is responsible for both Finance and NextGen System (NG) support and maintenance.

From an Finance perspective, it is intended that this position will provide innovative solutions for Financial Planning and Analysis (FP&A) that adhere to the IEEE Financial Operation Manual (FOM) and policies, as well as advance IEEE to best in class procedures, analysis, and reporting.

From a NextGen (NG) systems support, maintenance, and analysis perspective this position will act as a liaison between the business and NG systems. This position will ensure the integrity of the IEEE investment in the NextGen financial systems by ensuring the prompt resolution of system updates, issues, and enhancements. Also providing reporting improvements for system-generated reports.

This position supports the Facilities and overall finance-related budget activities.

This position leads strategy, mission, and directives for both aforementioned areas of responsibility.

This position is both user-oriented and system/product-oriented

This position reports to the Chief Financial Officer and manages a staff of approximately 7 to 10 staff.


Key Responsibilities

• Specific FP&A duties include but not limited to:Leads strategy, mission, and directives for FP&A and NG systems supportLeads and oversees financial and operational planning, analysis and reporting and has overall responsibility for communicating and presenting to senior managementOverall responsibility for analyzing variances to budget and forecasts and connecting the operational causes underlying the financial effectsOverall responsibility for communicating and presenting to senior management and volunteersOverall responsibility decide on and justify plans, corrective actions, and related execution/implementation related to financial planning, analysis, and reportingReviews the capital needs of the business and has overall responsibility for capital budgetingOversees the preparation of annual operating and capital budget for IEEE and Five-Year outlookAdvises and provides financial planning expertise to the Finance Committee of the IEEE Board of Directors, as well as the Infrastructure Oversight CommitteePartners with the Treasurer of the Board of Directors, as well as to the Assistant Treasurer (the staff Chief Financial Officer) on completion of IEEE financial reportsOverall responsibility for published content on the IEEE BoD Budget website, IEEE Budget Summary website, Financial Planning & Analysis website (includes the linking of the TMFRP website to this website), and TMFRP website created for the Fin Plan & Analysis websiteOverall responsibility for financial planning and analysis staff; Approves performance reviews, sets annual incentive goals, and mentors staff on career developmentForms effective relationships with Business Finance Solutions team in the management of deliverable and special projectsSpecific NG Systems duties include but not limited to:Ensures integrity and updates to accounting and financial system tables, accounts, users, etc; Approves access change/update requests before processing to make sure they meet system requirementsOversees the administration and maintenance of Next Gen financial systems; Participates in UAT for system enhancements/upgradesIs the subject matter expert for the with regard to financial systems; Trains employees how to use and navigate the systemApproves updates workflow setups in Oracle General Ledger and subsystems as requested to ensure proper approval flowsApproves Adds, deactivates, and maintains general ledger segment setups, ensuring adherence to accounting guidelines and policies as well as proper approvalsOverall responsibility for the maintenance and updates to reports from financial systems and creates ad hoc reportsMain interdepartmental liaison regarding accounting policies and procedures; Prepares documentation manuals and reference guidesReviews and approves key process flows related to the positionLeads special projects as assignedOverall responsibility for Identifying and resolving integration and system issues/errors in coordination with finance users and IT.

Education

• Bachelor's degree or equivalent experience Relevant business body of knowledge such as accounting or business administration Req
• Master's or other advanced degree Master's or other advanced degree Pref

Work Experience

• 15-20 years Experience managing multiple departments and requirements. Conceptual knowledge of best practices for FP&A and Oracle systems. Contributed to the development of processes and procedures for both areas of responsibility. Experience effectively managing multiple employees and deliverables Req

Licenses and Certifications

• Non Clinical\CPA - Certified Public Accountant Active CPA license and continuing education credits Upon Hire Pref

Licenses and Certifications

• Oracle certifications Upon Hire Pref

Skills and Requirements

• Exceptional emotional intelligenceExceptional team building and collaboration skillsExceptional analytical, budgetary, and financial modeling skillsAbility to develop positive relationships to provide effective service and attain immediate goals.Ability to prioritize competing prioritiesStrong interpersonal skills to be able to establish rapport with volunteers, peers (BFS), staff, and managementMust be excellent at collaborating with volunteers, peers (BFS), staff, and management to drive solutionsAdept at resolving issues which are governed by policies and practices developed by others. Approach and impact must be tactical and professional in natureMust have excellent presentation skills to presents budgetary information to volunteers and executives. Typical audiences may include the IEEE Finance Committee, the IEEE Infrastructure Oversight Committee, the IEEE Board of Directors, the boards of directors of IEEE technical societies, and the staff management council.Must have strong writing skills; written communications will include budget reporting documents, daily e-mail correspondence, occasional Inside IEEE articles regarding the budget cycle, performance plans and performance goals for his/her direct reports. His or her written documents will be read by IEEE elected officials, volunteers, and staff budgetary managers.Must be able to address problems and challenges associated with the crafting of budgetary guidelines, assumptions and process documents for IEEE financial/budgetary planning, execution, forecasting, and reconcile differences between assumptions and results.Must be a technologically savvy knowledge worker who seeks out technology solutions to business challenges.

Other Requirements:
As defined in IEEE Policies, individuals currently serving on an IEEE board or committee are not eligible to apply.

PLEASE NOTE: This position is not budgeted for employer-sponsored immigration support, this includes all persons in F (both CPT and OPT), J, H, L, or O status.

For information on work demands and conditions required for this position, please consult the reference document, "Physical, Mental, and Work Environment Standards for IEEE Positions." This position is classified under Category I - Office Positions.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Disclaimer: This job description is proprietary to IEEE. It outlines the general nature and key features performed by various positions that share the same job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties and qualifications required of all employees assigned to the job. Nothing in this job description restricts management's right to assign or re-assign duties to this job at any time due to reasonable accommodations or other business reasons.