Position Overview

The VP ensures integrity, transparency, and accountability in the IBTTA operations, develops the financial and
accounts programs and procedures, safeguards the IBTTA’s financial and non-financial resources, and ensures
establishment and maintenance of adequate systems of internal controls and adherence to financial policies. The
VP will oversee the data products strategy, ensuring new product pipelines for IBTTA.

Reporting directly to the Executive Director & CEO, our VP directs and manages finances, operations, and data
products to support IBTTA’s short and long-term strategic goals. The VP oversees an operating budget of
approximately $8-8.5 M annually. The VP will promote and implement financial excellence throughout the
association, providing financial planning, budget oversight, and accurate reporting to the leadership team and the
Board.

Key Responsibilities

Strategic

• Partner with the Executive Director/CEO and Executive Leadership Team on strategic planning to achieve
IBTTA's mission.
• Serve as a staff liaison for the Finance Standing Committee, Investment Subcommittee, and Audit
Committee.
• Provide business and operational analysis, strategic insight, and tactical financial support as a thought
partner and trusted advisor.

Financial Management

• Oversee the annual finance planning/budgeting processes and prepare the annual operating budget in
accordance with GAAP. Work with Executive Leadership team, staff, and board to develop/implement
program and organizational budgets, providing financial insight into growth plans and initiatives.
• Monitor, interpret, and present financial results of operations and programs each month, ensuring
consistent financial forecasting is conducted.
• Manage and direct IBTTA's cash flow and investment portfolio consistent with IBTTA policies and in
collaboration with external advisor.
• Coordinate the annual audit with an external auditor.
• Ensure tax forms are properly prepared and timely filed.
• Create dashboards and performance metrics (KPIs) to monitor business health and support proactive
decision-making. Partner with business unit leaders to align financial plans with operational goals and key
initiatives.
• Direct and monitor the daily operations of the accounting staff and maintain the systems of internal
accounting controls.
• Coordinate and complete the full month-end/year-end accounting cycles, including all financial systems –
AR, AP, GL, payroll, etc.
• Supervise the accounting staff and oversee accounts receivable and payable.
• Manage payroll process, payroll liabilities, and benefits including PTO accrual and retirement plans.

Administration

• Negotiate/manage project-related contracts with consultants, contractors, and suppliers.
• Oversee licensing, reporting, annual property tax exemptions, insurance, and reporting requirements.
• Serve as Administrator for employee benefits plans for IBTTA. Monitor performance and compliance of
retirement, medical, dental, life, and all other benefits.
• Serve as Administrator for all business and meeting insurances.
• Serve as on staff human resources professional.
• Orient new staff members on internal financial procedures.
• Maintain Employee Handbook, Benefits Manual, and Continuity of Operations plan (COOP).
• Oversee the physical plant with staff including relationship with property manager building owner.
• Manage outsourced services including tech support.
• Oversee insurance, maintenance, and various other matters regarding the office facilities in Washington DC.

Requirements

Qualifications

• Bachelor's degree in accounting or related field, or equivalent experience, required.
• CPA designation preferred. Minimum 10 years' experience in accounting/ financial management with 2-4 years
in non-profits.
• Knowledge of Financial Accounting Standards as promulgated by the American Institute of Certified Public
Accountants and as relevant to not-for-profit organizations.
• Human Resource and Benefits Administration experience preferred.
• Ability to think strategically, anticipate future consequences and trends and incorporate them into
organizational planning.
• Ability to think creatively about staffing and organizational structure.
• Exceptional project management skills with strong orientation to achieving results.
• Superior organizational and people management skills. Able to influence and engage direct and indirect reports
and peers, coach staff, develop high performing teams, and hold those teams accountable to get results.
• Experience with Association Management Systems and Sage lntacct a plus.

Key Competencies

• Outstanding communication skills
• Executive presence
• Strategic thinker
• Problem-solver/solution-oriented
• Analytical and data-driven decision-making
• Consultative selling and marketing acumen
• Project and program management
• Collaboration and cross-functional communication

Work Environment & Physical Requirements

• Travel domestically and occasionally internationally to represent the Association at meetings, conferences, and
other events as needed. Travel may involve air transportation and extended periods away from home, including
overnight stays. Travel may also require flexible scheduling, including weekends.
• Regularly use a computer, telephone, and other standard office equipment to communicate effectively.
• Assist with event and office logistics, including lifting or moving items up to 25 pounds, as needed.
• Maintain regular and predictable attendance and availability during standard business hours, with flexibility for
events and event preparation.