Director of Finance and Accounting - Pinnacle Consulting Group, Inc.

Position Summary: As a member of the Director Leadership Team, the Director of Finance and Accounting reports to the Chief Operating Officer (COO) and principally performs a strategic role in the Director Leadership Team and is responsible for the overall District Finance and Accounting Department. The Director is responsible for planning, implementing, directing and managing staff resources, staff development, operations, and administrative functions of the District Finance and Accounting Department. The Director organizes, directs and oversees all aspects of client services management by establishing policies, procedures, controls, and reporting systems to ensure daily operations, legal and regulatory compliance, and client satisfaction. The Director provides leadership within the Department, and collaboratively with the other Directors and across the Company.

Organizational Competencies and Cultural Values Summary:

PCGI's work culture encompasses the values of excellence, teamwork, respectfulness, effective leadership, and exceeding expectations. Employees and the Executive Leadership Team promote and support our non-negotiables of Graciousness, Respectfulness, Responsible, Team Focused, Aware, Integrity and Hungry. This position is expected to demonstrate PCGI's company culture and values, working cooperatively to identify and implement systems and resources across the department, and assist in the implementation of PCGI's vision and annual goals.

Major Responsibilities:

1. Department Management

• Develops, establishes and ensures adherence to Department policies and procedures related to client services and in compliance with regulatory requirements and best practice, to ensure high performing, effective and efficient client service teams.
• Coordinates and communicates frequently with the Assistant Director in all areas of Department Management, ensuring alignment with the Director's and the Company's leadership.
• Responsible for staff performance, including communication of performance issues, steps to ameliorate issues (such as training), and documentation where required.
• Anticipates operating challenges and situations to provide a proactive approach to solutions.
• Research and provides recommendations to strategically enhance systems, tools and resources for overall client services and oversees implementation.
• Provides annual department budget and oversee throughout the budget year.
• Oversight of each client budget and adherence to billable hours and agreed upon scope.

2. Supervise Department Personnel

• Demonstrates Company culture and values in leadership role.
• Responsible for directing staff activity, preparation of department budget allocations and assigning workload.
• Oversees the development and mentoring of staff through clear and consistent communication using the Proficiency Review and other available information. Responsible for determining position responsibilities and proficiencies, and participation in performance evaluations. Oversees and assigns training of all staff.
• Holds staff accountable to Department and Employee policies and procedures.
• Ensures staff has appropriate and sufficient resources.
• Responsible for the scheduling and coordination of team members including special working arrangements and client coverage during staff PTO.
• Responsible for monitoring and maintaining department personnel job satisfaction, department morale, and adherence to company values.
• Participates in the recruitment of new staff, including performing interviews and Other established hiring processes.

3.Client Relations

• Evaluates and manages overall client expectations and client satisfaction of Department services.
• Oversees client budgets and holds staff accountable for under/over budget amounts in order to provide services according to defined scope and client expectations.
• Provides all department contract addendums and coordinates to ensure all contracts and addendums are accounted for and executed by following established processes and procedures.
• Participates in developing new business, including providing proposals and involvement in marketing efforts, meetings with potential clients, Metro District 101 presentations and assistance with marketing materials.

4.Company Relations/Director Team

• Intentionally establish and maintain strong relationships with Department Directors and Assistant Directors to coordinate, implement and model company policies and procedures, culture and core values, and to address challenges related to daily operations and client services.
• Works with COO and CEO on company policies and procedures, department concerns, and overall directives of the Company.
• Works with COO and CEO on strategic growth and development of department client services and long-term growth of the company
• Works across departments to manage overall client services and company operations, balancing department and company needs.
• Provides leadership to the Director Leadership Team and to all staff in alignment with Company culture and the Director Leadership Team's shared directive.
• Employs teamwork to solve current issues and proactively solve future issues across all departments.
• Demonstrates, promotes and ensures adherence to Pinnacle culture.
• Responsible for the Department's role in the overall well-being and financial health of the Company.
• Implements annual goals and focus on a Department level ensuring alignment with the Company's annual goals and focus.
• Collaboratively develops, establishes and ensures adherence to Company policies and procedures.

5.Senior Accounting Manager/Accounting Manager

• May serve as Senior Accounting Manager/Accounting Manager for specified clients.

6. Other Duties as Assigned

Supervised by: COO

Supervises: All Department members of the Finance and Accounting Department in conjunction and consultation with Assistant Director of Finance and Accounting.

Qualifications: To perform this job successfully, an individual must be able to perform each major responsibility satisfactorily. The requirements listed below are representative of the skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

General Skills and Abilities:

• Ability to operate computers using Microsoft Windows and Microsoft Office including Outlook, Word, and Excel, as well as all additional relevant and required computer hardware and software.

• Professional appearance and dress consistent with desired corporate image.
• Demonstrated knowledge of industry practices and terminology.
• Situational awareness.
• Ability to identify problems then develop and implement solutions.
• Strong reasoning, judgement, problem-solving and conflict resolution skills.
• Flexibility and versatility to prioritize and manage projects to completion under multiple, rapidly changing requests.
• Excellent organization and attention to detail.
• Motivated, driven and engaged demeanor.
• Ability to anticipate the needs of clients and team members.
• Able to work well under pressure, meet deadlines and follow through on work assignments.
• Collaborative work style with an emphasis on building and fostering relationships.
• Strong interpersonal skills, ability to communicate well at all levels of the organization.
• High level of integrity and dependability with a strong sense of urgency and results-orientation.
• Inspires and motivates others to perform well and accepts feedback from others.
• Must be willing to carry out company goals and policies.
• Improves and promotes quality and demonstrates accuracy and thoroughness.
• Willing to continue professional development.

Language Skills:

• Ability to communicate (speak, read and write) in English with individuals in person, by telephone, and by email.
• Ability to read, analyze, and interpret various documents and service plans agreements in English.
• Ability to compose business correspondence to a variety of audiences.
• Ability to effectively present information and respond to questions from directors, managers, consultants, constituents, various groups and staff.

Mathematical Skills:

• Ability to calculate figures and amounts as required in maintaining and reporting expenses, estimates, budgets, discounts, interest, proportions, percentages, areas, volumes and circumferences.

Reasoning Ability:

• Ability to solve practical problems and deal with a variety of Board of Directors, constituents, service vendors, and consultants.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Education & Experience:

• Bachelor's degree in Business Administration, Accounting or Finance, or related field.
• Certified Public Accountant with current license preferred.
• Five or more years of progressively responsible experience in financial management or closely related experience.
• Experience in the operation of special districts (Title 32 Governmental Agencies), non-profit accounting, or governmental accounting is beneficial
• Working knowledge of city and state government laws and processes related to formation of special districts and ongoing relations.
• Thorough knowledge of core government finance practices, including budgeting, fund accounting and governmental financial reporting.
• Thorough knowledge of debt issuance procedures, practices and reporting.
• Considerable knowledge of State and local government statutes, rules, ethics and recommended practices governing finance/accounting activities and operations.
• Considerable knowledge in developing, evaluating, maintaining and monitoring an effective internal control environment.

Equipment: Must be able to operate computer, fax machine, copier, telephone, motor vehicle.

Physical Demands: The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• This position involves work in an office and outdoors at various project sites. The estimated is 90% indoors and 10% outdoors.
• While performing the duties of this job, the employee is regularly required to stand and walk.
• Has frequent need to perform the following physical activities: bend/stoop/squat, climb stairs, push or pull, reach above shoulders.
• Constant needs to perform the following physical activities: writing/typing, grasping/turning, and finger dexterity.
• Lifting/carrying less than 10 pounds frequently.
• Vision requirements: constant needs to read manuals, reports, financial statements, complete forms and view computer screen.
• Hearing requirements: constant needs to communicate over telephone and in person.

Driving Requirements:

• Must possess a valid Colorado Driver's License and a clean driving record to operate a company owned fleet vehicle.
• Ability and means to travel locally as needed, proof of liability and property damage insurance on vehicle used is required.

Work Environment: The work environment characteristics described here are representative of those an individual may encounter while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the individual regularly works in an office environment and does not work near moving mechanical parts. The noise level in the work environment is quiet to moderate. Occasionally early morning, evening and weekend hours may be required as job duties demand.

Benefits Offered

Benefits:

401k Retirement Plan

Car Fleet for Business Use

Insurance:

Medical Insurance

• OAP Plans
• Traditional PPO Plans

Dental Insurance

Vision Insurance

Life and AD&D Insurance

Long Term Disability Insurance

Short Term Disability Insurance

Health Savings Account (H.S.A.)

Flexible Spending Accounts (F.S.A.: Medical, Limited, and Dependent Care)

Additional:

Paid Time Off

Holiday Time

Position Information

Location: Loveland, CO

Position Status: Full Time Employment

Job Category: Finance and Accounting

Work Experience

Required: 5 or more years of progressively responsible experience in financial management or closely related experience.

Education level Required: Bachelor's degree in Business Administration, Accounting or Finance, or related field; an equivalent combination of related education and experience required

Preferred: Certified Public Accountant with current license. Experience in the operation of special districts (Title 32 Governmental Agencies), non-profit accounting, or governmental accounting is beneficial

Salary: $110,000 -$135,000

Closing Date: 12/02/2024