Job Summary

Lead CAI financial operations while safeguarding its financial and human resources. Work as key partner with program heads to accomplish annual and long-term goals of volunteer board. Establish credibility throughout the organization as an effective developer of solutions to business challenges. 

Primary Duties

• Financial and administrative leader of organization.
• Actively participate in the development of the organization’s plans, programs and budgets as a strategic partner and business advisor.
• Direct the financial operations of CAI and related entities with the foremost duty being the protection of their assets by utilizing effective internal controls.
• Monthly and year-end reporting of financial results in a transparent manner with attestation to accuracy of year-end audited statements.
• Provide financial compliance to CEO as part of Executive Limitation reporting to Board of Trustees.
• Financial analysis, forecasting, benchmarking and development of financial metrics in support of tactical and strategic plans – the ultimate objective being sound decision making to improve the overall operation and effectiveness of the association.
• Management of CAI's investments in conjunction with investment advisor.
• Lead the annual budget process for CAI and affiliates.
• Negotiate and oversee all business insurance policies including D&O, workers compensation, general business, and fidelity bond as the principal risk management provider of the organization.
• Work with the executive team and CEO to determine price modeling for market rate for products and services.
• Oversee annual audit by independent accountants.

Education: Bachelor's degree and Certified Public Accountant (CPA)

Skills: High ethical standards; effective leader with good communication, interpersonal and analytical skills. Requires a forward thinker with sound judgment and ability to prioritize and balance multiple projects and demands simultaneously. Ability to collaborate and thrive in a team environment with volunteer leaders and staff.

Type Experience: Previous financial and high-level managerial experience in association/not-for-profit organizations. Demonstrated success in organizing and managing internal office operations

Years Experience: 8-10 years

About Community Associations Institute (CAI)

About Community Associations Institute CAI is an international membership organization dedicated to advancing excellence in the governance, management, and quality of life of community associations. With over 50,000 members, CAI has 64 chapters worldwide, including Canada, the Middle East, and South Africa, and relationships with housing leaders in countries around the world. CAI advances excellence in community association living by inspiring professionalism, effective leadership, and responsible citizenship. CAI establishes and promotes high standards, best practices, and state-of-the-art resources and education while also advocating for legislative and policy support. CAI members include association board members and other homeowner leaders, community managers, association management firms, and other professionals who provide products and services to community associations. CAI serves community associations and homeowners by: Advancing excellence through seminars, workshops, conferences, and education programs. Most of these events lead to professional designations for community managers and other industry professionals. Publishing the largest collection of resour...ces available on community association management and governance, including website content, books, guides, Common Ground magazine, and specialized newsletters. Advocating on behalf of common interest communities and industry professionals before legislatures, regulatory bodies, and the courts. Serving as an international clearinghouse for information, innovations, and best practices in community association governance and management. We believe homeowners associations, condominium associations, and housing cooperatives should strive to exceed the expectations of their residents. We work toward this goal by identifying and meeting the evolving needs of the professionals and volunteers who serve associations, by being a trusted forum for the collaborative exchange of knowledge and information, and by helping our members learn, achieve, and excel. Our mission is to inspire professionalism, effective leadership, and responsible citizenship — ideals reflected in associations that are preferred places to call home. Vision To be the global leader advancing excellence in community association living. Mission Community Associations Institute advances community association governance, management, and quality of life by inspiring professionalism, effective leadership, and responsible citizenship. A global nonprofit 501(c)(6) organization, CAI is the foremost authority in community association management, governance, education, and advocacy. Our mission is to inspire professionalism, effective leadership, and responsible citizenship—ideals reflected in community associations that are preferred places to call home. Visit us at www.caionline.org and follow us on Twitter and Facebook @caisocial.

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