This position is in the Corporate Finance and Planning (CFP) Department of Rotary International in Evanston. The role reports to Manager CFP and is part of the team that supports Rotary International General Manager areas, budgeting and month end close. The team provides business support including, but not limited to financial accounting, management and regulatory reporting, tax filings, internal and external compliance, governance, as well as transaction and other research. The ideal candidate is a professional with a broad range of experiences and capabilities, preferably in accounting, treasury, tax, financial and regulatory reporting, transaction processing and business process improvement.
Specific Duties and Responsibilities
1) Financial Accounting, Financial Statements, Audit, Monthly and Annual reporting, Taxation and Information Filings
Review, validate and reconcile financial statements. Create and maintain supporting documentation, ensure timely updates for changes in US accounting policies.
Provide support in preparation of monthly financial statements including variance explanations and ensuring timely reporting;
Oversee and support various regions with external audit process including audited financial statements and ensure that financial activities are appropriately consolidated into the financial records of Rotary International and The Rotary Foundation;
Support the development of annual tax filings and other compliance reporting;
Be the subject matter expert for assigned functional areas;
Work on special projects as assigned
2) Board and Committee meetings
Develop financial presentations for Board of Trustees and committee meetings;
Track and report on key initiatives by working with staff in assigned regions;
Assist or develop appropriate dashboard metrics, key analytics/performance measurements and PowerPoint presentations for various audiences;
Maintain current knowledge of Code of Policy and Rotary bylaws and other operating documents, Board and Trustee decisions relevant to budget preparations and reporting responsibilities, and overall financial reporting policies and procedures.
Review financial implications of items for the Board, Trustees or Committees to ensure accuracy, completeness, and compliance with organizational policies and procedures. Develop business case analysis and financial impacts as required.
Other projects as assigned.
3) Budget Process
Assist and coordinate training for the budget process with the Manager of Corporate Finance and Planning, for department managers and budget preparers and provide information and tools for non- finance staff;
Work with business managers in the development of their budgets and forecasts and provide insightful analytics to support financial decision making and financial impact statements;
Report on variances against budget; provide forecasts for business areas and recommend actions;
Contribute to the development of budget materials including draft budgets, budget book, and PowerPoint presentations to ensure accuracy and completeness;
Assist the Senior Director of Finance, Managers of CFP, and CFO during presentation of the budget to the Board and Trustee and senior management.
4) Continual Business Improvements
Document, maintain, and train staff on relevant policies and procedures
Recommend, evaluate and develop enhancements or modifications to procedures and processes to increase department efficiency;
Develop and review the application of policies and procedures related to your assigned region.
Education, Knowledge and Skills
B.S./B.A. degree in Accounting or Finance, CPA or advance degree a plus;
6 plus years of progressive accounting/operations experience preferred;
Experience working with internal and external auditors;
Experience with accounting for foreign currency transactions;
Understanding of regulatory, tax, and internal compliance frameworks;
Prior experience with ERP systems required, Oracle Cloud preferred;
Understanding of financial systems and processes; system conversion/implementation experience preferred;
Strong research and analytical skills;
Proficient in preparing position papers that include financial data analysis to support business decisions through financial modeling, graphical presentation, and analytical writing;
Strong work ethic and sense of responsibility for delivering work accurately and timely;
Ability to build and maintain effective working relationships with internal and external stakeholders as well as across domestic and international functions and organizations;
Ability to "shift gears"? and prioritize tasks based on the immediate need of the business;
Excellent written and verbal communication skills in English;
Solid PC skills including proficiency in MS Office, advanced knowledge of Excel.
You Are Good At
Leading a team, getting along with others;
Planning and organizing;
Sharing prior experience and knowledge with others;
Asking questions, not being afraid to ask for help;
Being curious and observant;
Working with minimal supervision;
Giving and receiving constructive feedback.
About Rotary International
Rotary is 1.2 million inspired business and professional leaders, in 35,000 Rotary clubs and more than 200 geographical areas united daily across cultures and occupations addressing illiteracy, disease, hunger, poverty, and lack of clean water. The fervent idea exchange celebrates diverse perspectives and facilitates positive change. Passion and engagement abound at Rotary International. In exchange for hard work and dedication, our employees are rewarded with competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. We offer all this and more. Come join us. Visit www.rotary.org to learn more.
One of Rotary’s values is diversity, which we define as embracing diversity in thought, culture, and perspective. As such, we welcome and encourage highly-qualified candidates with diverse experiences and backgrounds to apply.