Trust Business Manager (CPA)

BVA Bear's IT Solutions•Boiling Springs, PA

13d•Remote

About The Position

BVA Bears IT Solutions is seeking a Trust Business Manager (CPA). These positions are Full-time, and Fully Remote, with the exception of Board meetings. The candidate will be required to attend six (6) bi-monthly Trust Board meetings per year—three (3) virtual via Microsoft Teams & three (3) in-person in Harrisburg, PA. Occasional travel may be required for special projects or meetings. The Candidate should be no more than 2-3 hours from Harrisburg, PA, so they will be able to attend these board meetings, without the need for an overnight stay. This role owns monthly financial management, investment reporting, audit coordination, sign repair cost-recovery oversight, and administration of key business processes. The Business Manager ensures deliverables are timely, accurate, and compliant with GAAP/GASB, Commonwealth contracting requirements, and applicable PennDOT publications governing the signage programs. Certain tasks must be performed by a Certified Public Accountant (CPA), as required by the RFP.

Requirements

Active Certified Public Accountant (CPA) license (required for designated tasks).
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
Minimum 5–7 years of progressively responsible accounting/financial management experience, including monthly close, reconciliations, and financial analysis.
Demonstrated expertise in GAAP and accrual accounting; familiarity with GASB considerations strongly preferred.
Experience preparing or reviewing financial statements, accruals/deferrals, and investment reporting.
Strong written and verbal communication skills; ability to brief a governing board on financial position and trends.
Advanced Excel skills and proficiency with financial reporting tools; high attention to detail and sound professional judgment.
Ability to travel to Harrisburg, PA up to three (3) times per year for in-person Board meetings.
U.S. Citizenship Requirement: This position is restricted to U.S. citizens only in accordance with federal contract requirements. Applicants must provide proof of U.S. citizenship (such as a U.S. passport, birth certificate, or Certificate of Naturalization) prior to employment. Non-citizens, including lawful permanent residents (Green Card holders), are not eligible for this role.

Nice To Haves

Experience supporting government agencies, public authorities, trusts, or nonprofit financial operations.
Knowledge of PennDOT publications relevant to sign installation and program operations (e.g., Pub 111, 408, 236, 46).
Experience coordinating audits and managing audit preparation workflows.
Experience working with investment brokers/advisors and preparing investment compliance/variance reporting.

Responsibilities

Execute the monthly closing checklist, including reconciliation of bank accounts, receivables/payables, and investment statements; prepare internal financial statements.
Review investment statements and activity to confirm compliance with the Trust’s investment policy.
Review invoices prepared for payment and develop recommendations for Board approval/disapproval.
Prepare accrual-basis analyses each month (e.g., accrued expenses, deferred revenue, investment income, depreciation, and other adjusting entries).
Review journal entries prepared by the Trust Administrator for accuracy and completeness; document review notes and ensure corrections are completed.
Prepare required investment reports, including reconciliations of principal and income (CPA-required)
Calculate and validate costs for replacing/repairing existing signs and constructing new signs using applicable PennDOT publications and program guidance.
Attend six (6) Trust Board meetings annually ( three virtual and three in-person in Harrisburg, PA; typically two hours each).
Prepare and present a concise analysis of the Trust’s balance sheet, income statement, investment performance, and financial trends ( CPA-required).
Identify and report discrepancies, issues, and anomalies surfaced during monthly reviews; propose corrective actions (CPA-required)
Develop and present recommendations to improve operations, internal controls, and financial/business processes (CPA-required)
Coordinate Board materials with the Trust Administrator and other stakeholders; track action items and follow-ups between meetings.
Prepare an annual analytical review comparing year-to-year results and budget-to-actual performance, including variance explanations, for presentation prior to the January Board meeting (CPA-required)
Oversee and coordinate the annual audit in partnership with the Trust Auditor and Trust Administrator, including audit planning, PBC tracking, and timely responses to auditor and tax inquiries (CPA-required)
Review audit reports and tax returns for completeness, accuracy, and alignment with supporting documentation; coordinate revisions as needed.
Review sign repairs resulting from accident damage to confirm reasonable and timely efforts to recover costs from motorists’ insurance carriers.
Maintain or oversee a cost-recovery log (incident details, insurer, claim status, amounts, and follow-up actions) and provide periodic summaries to the Board.
Lead or support special projects such as cash-flow projections, financial policies and procedures, insurance needs analysis, participant fee analysis, and long-term planning.
Evaluate and document potential investment opportunities and related risks; provide recommendations consistent with the Trust’s investment policy.
Provide direction to and maintain communication with the Trust’s investment broker to ensure alignment with the Trust’s investment policy (CPA-required)
Ensure adherence to Commonwealth of Pennsylvania contract requirements, including confidentiality, nondiscrimination, ADA compliance, ethical standards, data breach procedures, and billing requirements.
Maintain complete and accurate monthly invoices consistent with Commonwealth billing standards.
Maintain organized financial records, reconciliations, analyses, and supporting documentation suitable for audit and public accountability.
Maintain a continuity-of-operations plan (COOP) addressing essential functions, staffing coverage, communication protocols, secure remote service capabilities, and emergency readiness.
Maintain documented checklists and workpapers for monthly close, reconciliations, accruals, and investment reporting to support transparency and auditability.
Apply GAAP/GASB-aligned review standards; verify calculations, trace to source documents, and ensure timely corrective actions when variances or errors are identified.
Continuously improve processes, strengthen internal controls, and ensure knowledge transfer through documented SOPs and cross-training where appropriate.