Chief Financial Officer

Company: Tennessee Society of Association Executives
Location: Chicago
Posted on: May 18, 2025

Job Description:

The American Association of Endodontists (AAE) and Foundation for Endodontics (AAEF) are dedicated to the excellence in the art and science of endodontics and to the highest standard of patient care. The Association inspires its members to pursue professional advancement and personal fulfillment through education, research, advocacy, leadership, communication, and service.The AAE is currently seeking a Chief Financial Officer to join our team, due to the announced retirement of our current incumbent CFO. This is a key role that sets the strategic direction and is accountable and responsible for both the association's Accounting/Finance and Information Technology departments.What You'll Do:

• Directly supervise the Assistant Executive Director, Information Technology and Director, Financial Services; Overall responsibility for a combined Acct/IT staff of 6.Finance/Accounting
  • Serve as a trusted and strategic partner to the Executive Director, volunteer stakeholders, and staff.
  • Oversee the management of the Association's and Foundation's financial reporting to maintain financial transparency. Direct the asset management, monthly financial statement preparation, analysis reports, and year-end audit.
  • Oversee all accounting revenue and expense cycle operations.
  • Create financial dashboards and analysis.
  • Direct the banking and investment operations to adhere to investment policy statements and fiduciary oversight.
  • Direct the preparation and development of the annual budget and individual department budgets.
  • Ensure alignment of operations to achieve goals/targets and incorporation of strategic initiatives in annual budget.
  • Prepare a projection of financial trends and be proactive about suggesting course corrections.
  • Direct the business and financial affairs of the Association/Foundation, including, but not limited to effectiveness of procedures and systems; appropriateness of product/service pricing; purchases; contract analysis; analysis of proposals for product/service endorsement; timely receipt and reconciliation of royalties.
  • Ensure efficient office administration by maintaining accurate records and compliance with records retention requirements.
  • Serve as the staff financial liaison to the AAE and AAEF Boards and other committees as assigned. Serve as liaison to the respective Budget and Finance Committees. Ensure association-wide adherence to procurement and contract approval policies.Information Technology
    • Oversee technology services ensuring efficiency and effectiveness of AAE/Foundation operations.
    • Provide strategic direction for digital business operations, ensuring alignment of information systems and technology infrastructure with strategic goals.
    • Partner with constituents on strategic IT solutions to address business challenges, leveraging the use of systems and data to their maximum potential.
    • Ensure high performance and secure systems, databases, and networks; manage organizational technology risks.What we offer:
      • Collaborative environment that values creative thinking and hard work.
      • The chance to make a big impact and be recognized for your contribution.
      • Support for professional development.
      • Hybrid work environment (Tue/Wed in office; otherwise remote work).
      • Targeted starting salary $190-210k with great benefits including health insurance, dental benefits, 401K, and team bonus.If you are someone that has a passion for accounting, finance, and IT, is driven by results, enjoys a team atmosphere and would like to make their mark with an association that is improving the lives of patients, we'd like to speak to you about the AAE and this outstanding opportunity!For consideration, interested parties are invited to submit a resume and cover letter to:Paul Young, Human Resources ManagerThe Organization:The American Association of Endodontists is a not-for-profit organization of endodontists and other professionals with an interest in the specialty. Dedicated to excellence in the art and science of endodontics and to the highest standard of patient care, the association inspires its members to pursue professional advancement and personal fulfillment through education, research, advocacy, leadership, communication, and service. Founded in 1943, the AAE currently has approximately 8,100 members in 76 different countries, with a staff of 29 and an overall budget of $12 million.The Foundation for Endodontics, a 501(c)3 charity that was incorporated in 1966, is the philanthropic arm of the AAE. It works to ensure the specialty's place at the forefront of the dental health arena through securing contributions, shepherding resources, and sharing grant funds that support research, generate new knowledge, and enhance endodontic education. The foundation has an endowment fund of approximately $30 million, and an annual budget of $2.5 million.Additional Information on the AAE & AAEF at:What We Seek:
        • Genuine and deep-rooted ethical approach to all business matters.
        • Ability to prioritize multiple and varied tasks and apply project management techniques within organizational guidelines.
        • Extensive knowledge of association management; familiarity with foundation management and financial dynamics.
        • Knowledge of Generally Accepted Accounting Principles (GAAP) for non-profit organizations.
        • Extensive knowledge of Great Plains, accounting procedures and policies, financial management, and budgeting. Familiarity with Nimble AMS, Concur and Vivid would-be a plus.
        • Knowledge of Microsoft Office Suite and association management software and databases.
        • Highly developed interpersonal, oral, and written communication skills; excellent presentation skills. Ability to communicate at all levels with staff, Board of Directors and Trustees, and external relationships in a professional manner.
        • Knowledge of 501(c) 3 and (c) 6 tax and accounting principles.
          • Excellent management of relationships with banks and investment advisors and auditors.
          • Knowledge of facilities management and occupancy leases.
          • Knowledge of organizational risk management and insurance strategies.
          • Knowledge of planning, development, implementation, maintenance, and security of the information systems and processes including computer, communication, and office systems.Experience/Education :
            • Ten years of experience in executive and staff management with a proven track record of success.
            • Degree in accounting and/or financial management required.
            • Advanced degree preferred.
            • CPA strongly preferred.
            • CAE preferred.
            • Experience developing a system of internal controls.
            • Experience managing and developing people.
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Keywords: Tennessee Society of Association Executives, South Bend , Chief Financial Officer, Accounting, Auditing , Chicago, Indiana