Managing Director of Finance and Administrative Services

ASHRAE•Peachtree Corners, GA

6d•Hybrid

About The Position

The Managing Director of Finance and Administrative Services manages the financial operations of ASHRAE and related organizational funds, serves as staff liaison to the Finance and Audit Committees, and implements financial decisions made by the Society's Board of Directors. The role directs the Administrative Services Department, including accounting and information technology, and serves on the Society's executive management team. The position oversees financial operations, reporting, compliance, budgeting, forecasting, audits, investments, treasury, risk management, and insurance. It also oversees IT operations and practices for approximately 120 staff members, including infrastructure, staffing, cybersecurity, data protection, disaster recovery, and business continuity. The Director leads an approximately 18-person finance, accounting, and administrative department, including four direct reports, and supports the Board and committees with financial analysis, reports, recommendations, and education. The position requires on-site work three days per regularly scheduled workweek, with Wednesday mandatory, and availability during core business hours of 9:00 a.m. to 3:00 p.m. Eastern Time, Monday through Friday. Specific in-office days and work schedules are set according to business and operational needs. Periodic travel is required. The role reports to the Executive Vice President for assigned responsibilities.

Requirements

Bachelor's degree in accounting, finance, business administration, or a related field from an accredited institution.
Certified Public Accountant (CPA) designation.
At least five years of senior-level financial management experience as a CFO, Vice President of Finance, or comparable top executive, with significant responsibility for accounting, financial reporting, budgeting, forecasting, audit, investments, treasury, and financial strategy.
Strong knowledge of U.S. GAAP, nonprofit accounting principles, financial reporting requirements, internal controls, audit practices, taxation, and regulatory compliance.
Experience developing budgets, forecasts, long-range financial projections, financial models, and management reporting.
Experience presenting complex financial information to executives, Boards of Directors, Finance Committees, Audit Committees, or similar governance bodies, and translating data into actionable recommendations for nonfinancial audiences.
Strong strategic thinking, analytical, problem-solving, organizational, and decision-making skills.
Commitment to internal controls, financial accountability, transparency, ethical conduct, and stewardship of organizational resources.
Strong leadership and people-management skills, including success developing, mentoring, and retaining professional staff.
Excellent written, verbal, interpersonal, and presentation skills, with the ability to communicate effectively with staff, volunteer leaders, Board members, auditors, advisors, and other stakeholders.
Ability to operate in a collaborative, mission-driven environment and balance strategic leadership with operational and financial detail.
High integrity, professional judgment, discretion, and commitment to fiduciary responsibilities.
Ability to work on-site three days per regularly scheduled workweek, including a mandatory Wednesday, and be available during core business hours Monday through Friday.
Ability to meet the position's physical demands, including occasionally lifting or moving up to 25 pounds, with reasonable accommodations as applicable.

Nice To Haves

Master's degree in business administration, finance, accounting, or a related discipline.
Experience leading a significant finance and accounting operation and managing professional staff.
Experience in a nonprofit, professional society, trade association, foundation, or other tax-exempt organization.
Experience overseeing investment portfolios, cash management, organizational reserves, and banking relationships, and working with external auditors, investment advisors, banks, insurance professionals, tax advisors, and other service providers.

Responsibilities

Manage financial operations, protect assets, provide internal and external reporting, and ensure compliance with applicable accounting standards and legal obligations for ASHRAE and the ASHRAE Foundation.
Oversee preparation, analysis, and filing of budgets, forecasts, three-year financial projections, IRS Form 990, tax filings, regulatory filings, and other nonprofit reporting.
Partner with Human Resources and external plan administrators on administration, fiduciary oversight, annual audits, and tax filings for the Society's 401(k) plan and 401(k) Committee.
Manage the annual organizational audit and daily cash flow, develop short-term investment programs, and collaborate with independent auditors, tax advisors, and investment advisors on portfolios and organizational reserves.
Provide financial oversight, strategic analysis, and financial modeling for contracts, commitments, capital expenditures, initiatives, programs, and opportunities.
Establish and monitor financial and operational performance indicators to identify trends, risks, and opportunities for improved performance.
Lead enterprise risk management and maintain insurance programs and liability coverage for ASHRAE, the Foundation, their personnel, property, and assets.
Oversee IT operations for approximately 120 staff members, including staffing, infrastructure, budget, hardware and software, vendor relationships, and technology strategies.
Ensure cybersecurity, information security, data protection, disaster recovery, and business continuity practices through the IT team and external resources.
Recruit, retain, develop, and mentor the finance, accounting, and administrative department; establish expectations, accountability, and succession planning.
Maintain professional relationships with banks, auditors, investment advisors, insurance brokers, benefits providers, and technology partners.
Support the Board of Directors and relevant committees with financial analysis, reports, recommendations, and education for fiduciary and governance responsibilities.
Maintain current knowledge of developments in nonprofit accounting, taxation, financial management, investments, technology, cybersecurity, and risk management.
Travel periodically to support organizational objectives, professional development, meetings, conferences, and other events.
Perform other executive, financial, administrative, or organizational responsibilities as assigned by the Executive Vice President.