e duties and responsibilities of the position are performed with a large degree of independence.
Significant responsibilities of the Director of Finance & Administration include:
• Works closely with 150+ financial institutions to receive monthly and quarterly interest income earned on more than 15,000 attorney trust accounts.
• Maintains all accounting and financial records.
• Records all cash receipts and cash disbursements.
• Processes accounts receivable and accounts payable; files supporting documentation.
• Reconciles four operating and two investment accounts.
• Maintains and reconciles 120+ general ledger accounts.
• Prepares monthly financial statements, revenue schedules and other financial reports.
• Prepares annual administrative budget with the executive director.
• Presents financial statements and the annual administrative budget to the IOLTA Board.
• Processes semi-monthly payroll for six employees via Paychex; records payroll and payroll taxes in accounting software; maintains staff accrued leave balances; coordinates distribution of year-end W-2’s and 1099’s.
• Manages attorney trust account information and related data in the information management system.
• Reviews investment reports and works closely with the IOLTA Board’s investment advisor to administer the investments in accordance with the IPS.
• Supplies accurate fiscal year-end information to external auditors and assists during the annual audit of the financial statements; audit fieldwork takes place in October; aids auditors in preparation and filing of Forms 990 and 5500; files annual PA BCO-10.
• Works closely with the Pennsylvania Legal Aid Network to obtain audited financial information from their network of programs.
• Prepares reports and materials for the Administrative Office of Pennsylvania Courts.
• Responsible for all HR-related matters; coordinates health insurance plans and other staff benefits.
• Attends, plans, and coordinates all aspects of the quarterly IOLTA Board meetings, including hotel accommodations, dinner reservations, meeting locations, on-site meeting logistics, catering, etc.
• Provides mentoring, guidance, and direct supervision of the Administrative Assistant.
• Manages office administration including fixed asset acquisitions, copier and other maintenance contracts, shredding, suite-related issues, etc.
• Performs special financial analysis and projects as needed.
• Maintains seven business insurance policies.
• Updates and reviews financial policies and procedures.
• Oversees finance related RFPs.
The Desired Capabilities
The desired candidate will demonstrate a high level of proficiency in accounting, budgeting, payroll, human resources, office administration, and meeting planning. Strong communication skills are necessary for preparing and presenting financial reports to the IOLTA Board. The successful candidate will be detail-oriented, organized, and capable of managing multiple projects while prioritizing tasks effectively.
Overnight travel is required twice per year to attend out of town board meetings.
Benefits Include
Health, dental, and vision insurance for self and dependents
Short- and long-term disability
Life insurance
403(b) retirement plan
Annual, sick, personal and volunteer leave
Paid parking
SGC is a Certified Small Diverse Business for the Commonwealth of PA serving Harrisburg, Hershey, Mechanicsburg, Carlisle, Lancaster, Allentown, State College, York, Sunbury, Philadelphia & Baltimore.
