Shakespeare & Company
Lenox, MA
US
Catherine Wheeler
ROLES AND RESPONSIBILITIES
Financial Management – 70%
· Ensure that optimal internal controls and reporting systems are properly designed and maintained, and provide meaningful and timely information that is organized and continuously monitored.
· Design, analyze, and present financial reports, forecasts, updates, graphic visuals, and other information in a clear, accurate, and timely manner.
· Manage rolling monthly forecasts.
· Clearly and engagingly share monthly and annual financial statements and other pertinent
information with staff and the Board.
· Institute a rigorous financial planning and analysis process to determine areas of potential
revenue enhancement, cost reduction, program/production improvement, and policy change.
· Monitor results against budget, forecast to the end of the year, and keep the Board’s
Finance Committee apprised.
· Manage cash flow needs, including building a monthly cash flow plan, with detailed revenue
and expenditure planning across all departments of the organization.
· Oversee the annual budgeting and planning process in conjunction with the Finance Committee.
· Effectively coordinate and lead audits with external auditors and the Finance Committee.
· Support the Artistic Director and Board to develop annual and long-term financial plans that
align with strategic goals.
Compliance and Risk Management – 15%
· Oversee and ensure accurate 990 filing.
· Collaborate with payroll company and oversee the timely and accurate filing of employment taxes including 941, L & I, Unemployment, WAFMLA, etc.
· Maintain personnel, employment, payroll, performance review, and leave records.
· Ensure organizational and individual compliance with local, state, and federal law.
· Manage and develop benefits administration.
· Ensure insurance coverage (D&O, liability, auto, property, employee-related health coverage, payroll, etc.) is adequate and appropriate, given the theater’s risk profile.
HR and Administration – 15%
● Familiarize themselves with the Company’s strategic plan and proactively contribute to the implementation of the applicable objectives.
●Streamline, centralize and maintain accurate, timely, and employee-focused payroll processes.
● Maintain personnel, employment, payroll, performance review, and leave records.
● Manage banking, credit, and investment relationships.
● Work transparently with all external partners, third-party vendors, and consultants.
● Enhance the financial competency of the senior leadership team and Board.
●Manage finance staff, including hiring, onboarding, training, coaching and managing performance, ensuring professional development and growth.
● Supervise and develop IT strategies with the IT Director.
In addition, all employees shall adhere to Company policies and procedures outlined in the Employee Handbook; work safely; perform duties as workload necessitates; maintain a positive and respectful attitude; utilize discretion regarding proprietary information; communicate regularly with supervisor about departmental issues; demonstrate regular and consistent attendance and punctuality; participate in Company events as needed or required; and complete other duties as assigned.
EXPERIENCE, KNOWLEDGE, SKILLS, AND CHARACTERISTICS
● A bachelor’s degree in finance, business administration, accounting, or related field; CPA desirable.
● 5+ years of broad non-profit financial and operations management experience with final responsibility for the quality and content of all financial data, reporting, and audit coordination, ideally at a theater company.
● Strong leadership skills including self-awareness, communication, flexibility strategic thinking, and the ability to balance big-picture thinking with attention to detail.
● Interest and proven success in managing staff, with the ability to motivate, engage, maximize performance, and support professional growth.
● A successful track record of keen analytic, organization, and problem-solving skills, which support and enable sound decision-making.
● Strong written and verbal communication skills, with the ability to communicate complex financial information in a clear and engaging way.
● Project management skills.
● Relationship-building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders.
● Demonstrated ethics and integrity.
● Commitment to maintaining confidentiality.
● Advanced proficiency in Excel.
● Strong understanding of GAAP.
● Completion of a COVID-19 vaccine regimen and booster, if eligible.
We understand that there are many paths to developing skills and acquiring experience and therefore welcome candidates from diverse and nontraditional backgrounds for this role who have demonstrated equivalent transferable skills to carry out the major duties outlined in this job description. This job will entail reaching with hands and arms; using hands to finger objects and controls; lifting and/or moving up to 20 pounds; close vision, distance vision, and peripheral vision; and reading of written, printed, and/or computer screen data.
COMPENSATION
This Full-time Exempt position will receive compensation in the range of $1,250 to $1,827 weekly ($65,000-$95,000 annually). Benefits include paid time off, 75% contribution towards individual's health insurance, 403(b) with TIAA-CREF, medical HRA & FSA, and discounts on company programs. Short-term housing for relocation assistance possible.
Sep 13, 2024 - Aug 20, 2024
$65,000.00 – $95,000.00 per year
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By Mail: Job Search, 70 Kemble Street, Lenox, MA 0124070 Kemble St.
LENOX, MA 01240
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