EXECUTIVE DIRECTOR

SOCIAL SERVICES AGENCY

DIRECTOR OF FINANCE (NEPA)

Purpose of the job:

Reporting financial results (Monthly, Quarterly and Annually)  using Cognos Controller and SAP.

Monthly Financial results are compared to Budget/Estimate/Prior Year and anomalies are investigated and reporting on

ICS Control Packets are distributed via the K2 Tool, reviewed, controls corrected or mitigated when necessary, completed on time and within Accounting Policies.

Ensure Working Capital is managed by reviewing DSO, DPO and DIO and when necessary actions are put in place to meet the budget targets

New Customer accounts are reviewed by following standard Accounting Policies and the use of D&B reporting, Entity Financial Statements and trade references.  Credits determined and limits beyond NAM authorities are sent to Division and Corporate for approvals

With the support of PwC all taxes returns are prepared, reviewed internally and submitted within the due date of governing bodies deadlines.

IT infrastructure is maintained and expenditures are reviewed and approved to support the needs of the business.

Contracts are reviewed and signed by FD and VP of NAM

Manage development of Cost and Operational Reporting for the Satellite Plant

Job responsibilities / results:

Responsible for AP, AR, IT, Budgeting, Planning, Financial Reporting, Audit, Tax, Pensions and Contracts

Reporting Financial Results for NAM (USA and CA legal entities)

Presentation of the Annual Budget and Bi-Annual Estimates

Reporting for Annual Audit

Preparation, Review and Reporting of Internal Control Systems

Reporting for Working Capital

Customer Account Credit Limits are properly supported

Vendor Account Limits are properly supported

Federal, State, Local and Federal Tax returns are properly supported

IT department provides reliable support for Software, Hardware and Communications

Pension reporting is properly maintained

Knowledge and experience:

B.S. degree, 8-10 years of relevant work experience complemented with management experience

CPA, CIMA or ACCA

Experience with SAP, Business data systems like Cognos Business Intelligence, consolidation applications

Proven Leadership ability good team approach & high levels of management skills

Ability to develop financial plans and manage resources, build and develop teams

Knowledge of short- and long-term budgeting and forecasting, rolling budgets, and product-line profitability analysis

Ability to support prices, margin and discount calculations for sales entity but also for factory (price calculations, standard cost calculations…)

RELATIONSHIP MANAGER/WEALTH ADVISOR

Lehigh Valley

Basic Qualifications

Education/Training:  A B.S. or B.A. degree in a related field of study normally required; specialized wealth management sales education/training.   FINRA Licenses required; 6, 66 (or 63 and 65) and 7.

Skill(s):

Proficient reading, writing, grammar, and mathematics skills; excellent interpersonal relations, communicative, and sales skills; proficient analytical abilities; a thorough knowledge of the features and benefits of all bank wealth management products and services; a thorough knowledge of bank operating policies and procedures which impact trust and wealth management services; a thorough knowledge of current trust and wealth management regulations and tax laws; proficient PC skills; visual and auditory skills; valid driver’s license.

Experience:  A minimum of one (1) year experience in related positions normally required.

General Responsibilities

Responsible for providing trust and wealth management services to bank clients and prospects; achieving sales and services goals as established in the Wealth Management Division’s annual operating plan; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the trust function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports.

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