Director of Finance
Summary: The Director, Finance, is responsible for the overall success of all finances for the PLG US and International Entities. The Director, Finance will have an excellent grasp of International and US accounting procedures with high level of attention to detail, management, excellent people skills, a demonstrated interest in the training and development of a team. The Director, Finance is responsible for accurate billing of client charges as presented by Immigration Specialists.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Finance Duties
Supervise daily activities of Finance team in both US and International entities.
Oversee all wire payments, domestic and foreign for all PLG entities
Manage Monthly and Annual Inter-company transfer pricing.
Manage Foreign Auditors and Accountants.
Reconcile all PLG Entities in Quick Books
Maintain accuracy through General Ledger entries in Quick Books
Manage Tax reconciliations for all PLG entities across the globe
Ensure PLG is in compliance with all relevant regulations and ensure filings are completed in a timely manner
Oversee Accounts Payable and Accounts Receivable
Creating and monitoring department, intra-company and inter-company budgets for all PLG entities.
Prepare and analyze Financial reports for all PLG entities e.g. Profit & Loss statement (monthly and quarterly), cashflow, etc.
Manage all internal and external audits of financials for all PLG entities
Oversee the payments of all KGNM and vendor invoices
Review and approve staff expense reports for all PLG entities
Identify and implement Metrics and KPI's for PLG income, expense and productivity activities.
Managerial Duties
Be the escalation point for team managers
Performance Evaluations - Complete and deliver downstream team member performance evaluations
Team Meetings - meet regularly with downstream team as group and / or individually to review feedback
Timesheets - ensure time sheets are being submitted, as applicable for downstream team
Team goals - set realistic goals / tasks for downstream team as a group and / or individually and ensure individuals take ownership for successful completion.
Ensure KPI's have been developed and monitored for the team
PTO - Monitor team PTO to ensure adequate coverage.
Information - Ensure dissemination of information downstream
Encourage team members to take responsibility for their own actions.
Resources & Hiring
Identify hiring needs for the functional area and shares with EM Team
Identify and request additional resources for functional area as needed.
Works with HR to vet candidates, interview, assess and submit hiring approval.
Management Feedback
Share feedback with EM Team (personnel) as related to PLG
Works as part of the EM Team to provide strategic direction
Partners with other Directors/Managers to ensure understanding of operational decisions on the financial health of the company
Ownership & Communication
Leads teams by example
Take ownership to ensure processes are being followed and implemented
Builds communication links between teams.
Shares information and updates from EM Team with the Finance team
Recognizes and shares key team achievements (case related or personal -e.g. philanthropy achievements)
Information - Ensure dissemination of information downstream
Acts as spokesperson for the Finance Managers to EM Team: voices concerns or issues
Provides positive feedback as well as constructive criticism
Oversee continuous improvement of accounting and financial processes
Continuous Improvement. Encourage team to find better ways of doing things / processes / procedures etc.
Reports
Ensures delivery of monthly reporting for clients (with Client Services)
Training
Responds to team member training requests
Approves additional training for Managers as needed
Works to develop leadership skills of team
Meetings
Leads Finance team meetings on a biweekly basis
Projects
Implementation assistance as it relates to invoicing needs for client on boarding
Compliance
Supports Quality Management System and ensures that Client Services Training Guides are updated as necessary
Works with Client Services to create client specific invoicing policies and procedures
Writes and / or delegates writing of procedures for the department
Ensure downstream team signs off on procedures
Encourage team to offer solutions and improvements to processes and procedures
Travel
International travel as required.
General
Other duties as assigned
Competency:
To perform the job successfully, an individual should demonstrate the following competencies:
Analytical
Synthesizes complex or diverse information
Collects and researches data
Uses intuition and experience to complement data
Designs work flows and procedures
Problem Solving
Identifies and resolves problems in a timely manner
Gathers and analyzes information skillfully
Develops alternative solutions
Works well in group problem solving situations
Uses reason even when dealing with emotional topics
Project Management
Develops project plans
Coordinates projects
Communicates changes and progress
Completes projects on time and budget
Manages project team activities
Customer Service
Manages difficult or emotional customer situations
Responds promptly to customer needs
Solicits customer feedback to improve service
Responds to requests for service and assistance
Meets commitments
Interpersonal
Focuses on solving conflict, not blaming
Maintains confidentiality
Listens to others without interrupting
Keeps emotions under control
Remains open to others' ideas and tries new things
Oral Communication
Speaks clearly and persuasively in positive or negative situations
Listens and gets clarification
Responds well to questions
Demonstrates group presentation skills
Participates in meetings
Team Work
Balances team and individual responsibilities
Exhibits objectivity and openness to others' view
Gives and welcomes feedback; Contributes to building a positive team spirit
Puts success of team above own interests
Able to build morale and group commitments to goals and objectives
Supports everyone's efforts to succeed
Recognizes accomplishments of other team members
Written Communication
Writes clearly and informatively
Edits work for spelling and grammar
Varies writing style to meet needs
Presents numerical data effectively
Able to read and interpret written information
Change Management
Develops workable implementation plans
Communicates changes effectively
Builds commitment and overcomes resistance
Prepares and supports those affected by change
Monitors transition and evaluates results
Delegation
Delegates work assignments
Matches the responsibility to the person
Gives authority to work independently
Sets expectations and monitors delegated activities
Provides recognition for results
Leadership
Exhibits confidence in self and others
Inspires and motivates others to perform well
Effectively influences actions and opinions of others
Inspires respect and trust
Accepts feedback from others
Provides vision and inspiration to peers and subordinates
Gives appropriate recognition to others
Displays passion and optimism
Mobilizes others to fulfill the vision
Managing People
Includes staff in planning, decision-making, facilitating and process improvement
Takes responsibility for subordinates' activities
Makes self available to staff
Provides regular performance feedback
Develops subordinates' skills and encourages growth
Solicits and applies customer feedback (internal and external)
Fosters quality focus in others
Improves processes, products and services
Continually works to improve supervisory skills
Quality Management
Looks for ways to improve and promote quality
Demonstrates accuracy and thoroughness
Visionary Leadership
Displays passion and optimism
Inspires respect and trust
Mobilizes others to fulfill the vision
Provides vision and inspiration to peers and subordinates
Business Acumen
Understands business implications of decisions
Displays orientation to profitability
Demonstrates knowledge of market and competition
Aligns work with strategic goals
Cost Consciousness
Works within approved budget
Develops and implements cost saving measures
Contributes to profits and revenue
Conserves organizational resources
Diversity
Demonstrates knowledge of EEO policy
Shows respect and sensitivity for cultural differences
Educates others on the value of diversity
Promotes a harassment-free environment
Builds a diverse workforce
Ethics
Treats people with respect
Keeps commitments
Inspires the trust of others
Works with integrity and ethically
Upholds organizational values
Organizational Support
Follows policies and procedures
Completes administrative tasks correctly and on time
Supports organization's goals and values
Benefits organization through outside activities
Supports affirmative action and respects diversity
Thinking Strategic
Develops strategies to achieve organizational goals
Understands organization's strengths & weaknesses
Analyzes market and competition
Identifies external threats and opportunities
Adapts strategy to changing conditions
Adaptability
Adapts to changes in the work environment
Manages competing demands
Changes approach or method to best fit the situation
Able to deal with frequent change, delays, or unexpected events
Attendance/Punctuality
Is consistently at work and on time
Ensures work responsibilities are covered when absent
Arrives at meetings and appointments on time
Dependability
Follows instructions, responds to management direction
Takes responsibility for own actions
Keeps commitments
Commits to long hours of work when necessary to reach goals
Completes tasks on time or notifies appropriate person with an alternate plan
Initiative
Volunteers readily
Undertakes self-development activities
Seeks increased responsibilities
Takes independent actions and calculated risks
Looks for and takes advantage of opportunities
Asks for and offers help when needed
Innovation
Displays original thinking and creativity
Meets challenges with resourcefulness
Generates suggestions for improving work
Develops innovative approaches and ideas
Presents ideas and information in a manner that gets others' attention
Judgment
Displays willingness to make decisions
Exhibits sound and accurate judgment
Supports and explains reasoning for decisions
Includes appropriate people in decision-making process
Makes timely decisions
Motivation
Sets and achieves challenging goals
Demonstrates persistence and overcomes obstacles
Measures self against standard of excellence
Takes calculated risks to accomplish goals
Planning/Organizing
Prioritizes and plans work activities
Uses time efficiently
Plans for additional resources
Sets goals and objectives
Organizes or schedules other people and their tasks
Develops realistic action plans
Professionalism
Approaches others in a tactful manner
Reacts well under pressure
Treats others with respect and consideration regardless of their status or position
Accepts responsibility for own actions
Follows through on commitments
Quality
Demonstrates accuracy and thoroughness
Looks for ways to improve and promote quality
Applies feedback to improve performance
Monitors own work to ensure quality
Quantity
Meets productivity standards
Completes work in timely manner
Strives to increase productivity
Works quickly
Safety and Security
Observes safety and security procedures
Determines appropriate action beyond guidelines
Reports potentially unsafe conditions
Uses equipment and materials properly
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/
Experience:
Bachelor's degree (B. A.) from four-year college or university, prefer MBA
Certified Public Accountant Certification or equivalent from another country required
10
years of Accounting experience
Language Ability:
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community
Ability to write speeches and articles for publication that conform to prescribed styles and formats
Ability to effectively present information to top management, public groups, and/or boards of directors
Math Ability:
Ability to comprehend and apply principles of advanced calculus, modern algebra, and advanced statistical theory
Ability to work with concepts such as limits, rings, quadratic and differential equations, and proofs of theorems
Reasoning Ability:
Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems
Ability to deal with nonverbal symbolism (formulas, scientific equations, graphs, musical notes, etc.,) in its most difficult phases
Ability to deal with a variety of abstract and concrete variables
Computer Skills
To perform this job successfully, an individual should have knowledge of Microsoft Word, Powerpoint, Quickbooks Excel, Adobe, Skype, Webex; and Microsoft Outlook project management software
Certificates and Licenses
Certified Public Accountant or equivalent certification
Ongoing CLE as appropriate for certification
Supervisory Responsibilities
Manages all employees in the Finance Dept of PLG and GVS. Is responsible for the overall direction, coordination, and evaluation of these units
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws
Responsibilities include interviewing, hiring, and training employees
Planning, assigning, and directing work
Appraising performance
Rewarding and disciplining employees
Addressing complaints and resolving
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
The noise level in the work environment is usually moderate.
Physical Demands:
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
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
The employee must occasionally lift and/or move up to 10 pounds
Specific vision abilities required by this job include Close vision while performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear
The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk.
Estimated Salary: $20 to $28 per hour based on qualifications.
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