The Military Officers Association of America (MOAA) is the nation’s largest and most influential military association with a robust membership of current, former, and retired military officers and their families. MOAA is dedicated to preserving the earned benefits of all members of the uniformed services and their families and survivors, and to maintaining a strong national defense. Our promise to our members is simple. In fact, it is the same promise they made to their country: Never Stop Serving®.
The Senior Assistant to the Chief Financial Officer responsible for developing, executing, and monitoring the accounting/auditing, investment, and budgeting activities of the Military Officers Association of America (MOAA), the Military Officers Association of America Scholarship Fund (SF), and the MOAA Foundation (TMF). Works closely with MOAA’s Investment Advisors to monitor, recommend changes, and implement Association's investment portfolio. Oversees day-to-day accounting and finance operations to ensure internal controls are operating effectively. Responsible for annual audit and Federal Form 990’s.
Responsibilities include but are not limited to:
Acts as principal assistant to Chief Financial Officer in formulating and tracking $30 million annual budgets of MOAA and its subsidiaries. Develops budgeting guidelines.
Works closely with Vice Presidents to monitor and track budget performance.
Develops capital expense budget for items exceeding $10K and tracks execution of capital expense items.
Collaborates with Investment Advisors to monitor the $200 million plus investment portfolio of MOAA and its subsidiaries. Prepares analysis and recommendations to the President, and the Investment Committee of the Board of Directors.
Reconciles MOAA investments on a monthly basis. Prepares, approves, and enters journal entry into Great Plains.
Prepares long-range projections of revenue, expenses, and cash flows for all organizations.
Serves as the central consolidator for all financial reporting for the MOAA VPs, CFO, President, and the Board of Directors.
Oversees MOAA’s Internal Control Program and conducts quarterly internal control reviews.
Defines user requirements to exploit information technology for the Finance Department.
Understands programs/options available to potential planned giving donors to the MOAA Scholarship Programs.
Works with Accounting Manager to adjust fund balances for MOAA SF and TMF Restricted Accounts in accordance with donor agreements.
Authorized to sign checks for MOAA and MOAA Scholarship Fund - over $25 million yearly.
Reviews and authorizes the annual 1099 forms and 1096 transmittal form.
Responsible for 990 tax filings and serves as liaison for annual audits of MOAA and all subsidiaries.
Conducts special studies and projects pertaining on a variety of financial programs in support of the CFO, CEO, and the Board.
Acts for the CFO in his/her absence with appropriate decision authority.
Skills, Attributes, Knowledge Required:
Strong analytic skill a must.
Ability to analyze and interpret investment data.
Ability to conduct in-depth studies and projections for critical revenue producing programs.
Strong business case analysis capability.
Demonstrated capability to work well with others.
Able to speak and write clearly to explain complicated subjects in easily understood terms.
Knowledge/skill gained through at least 10 years of experience in increasingly responsible diverse budgetary, financial, and general management positions.
Personal character and integrity are non-negotiable requirements.
Professional Qualifications and Education Requirements:
Ten plus years of experience in Accounting and Finance.
Bachelor’s degree required plus Certified Public Accountant or equivalent with relevant work experience.
A working knowledge of financial accounting as related to 501(c) (3), 501(c) (4), 501(c) (19) and/ or related nonprofit organizations.
Strong background in the association industry preferred particularly in financial and administrative management.
Expert knowledge of the principles of budgeting, financial management and techniques of investment performance analysis.
Strong background in not-for-profit budgeting, management, financial accounting, and planning.
Computer literate and a strong understanding of the systems design process.
Working knowledge of Planned Giving programs and an understanding of the tax implications of planned giving programs to 501(c) 3 organizations.
Ability to collect and analyze data, draw conclusions, and make recommendations to the President and Board of Directors concerning the areas of responsibilities.
The Military Officers Association of America (MOAA) is the nation’s largest and most influential military professional association with a membership of 350,000 current, former, and retired military officers and their families. MOAA is dedicated to preserving the earned benefits of all members of the uniformed services and their families and survivors, and to maintaining a strong national defense. Our promise to our members is simple. In fact, it’s the same promise they made to their country: Never Stop Serving.
The MOAA Foundation supports the association programs that benefit the entire military community, regardless of rank or service, including career transition support, professional education outreach, military spouse professional development, and community-based veteran program outreach. The MOAA Scholarship Fund supports the undergraduate education of children from the military and veteran communities.