Associate Finance Director- Finance

Posted 3 Days Ago
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New York, NY, USA
In-Office
Senior level
Senior Care
The Role
Leads financial management for JASA’s Community Guardian Program, supervising staff and overseeing client income, disbursements, account balances, tax filings, audits, court responses, documentation, banking transitions, and compliance reporting. The role manages approximately 900 client accounts, coordinates with legal and program teams, supports corrective action plans, and improves financial processes and productivity.
Summary Generated by Built In

SUMMARY: 

JASA Services Manager is responsible for leading a team of 4 direct reports and a team  of 11 individuals. The role is responsible for the financial management of the  Community Guardian Program. 

DUTIES AND RESPONSIBILITIES: 

  • Managing two direct reports and a team of 9 individuals and 1 temp for the financial management of the community guardian program.

  • Working cross-functionally with Legal, Program, IT and Retained counsel when needed

  • Preparing financial component of the annuals (approximately 650 clients due May 31)

  • Oversee the process of formally responding to the Court Examiner's Testimony questions

  • Reviewing discharges and responsible for notarizing the packages for finals and Zeros

  • Identifying and preparing tax returns for clients who are required to file taxes

  • Coordinate with the Social Security Administration to migrate bank accounts from Apple to Signature bank.

  • Reviewing accounts for clients who are over resourced.

  • Managing the timing processing of income and disbursements for approximately 900 clients.

  • Oversee Human Resource Administration reporting requirements including Monthly Legal invoices paid by the clients and changes in employee staffing

  • Ensuring digital documentation of all invoices and records by client

  • Accuracy of the account balances in FundEz

  • Coordinating audit support for the annual financial audit of JASA Services

  • Improving processes against the corrective action plan


QUALIFICATIONS: 

  • BS in Accounting with at least seven years general ledger experience

  • Ability to manage multiple projects and meet all deadlines

  • Proficiency with computer systems, including Microsoft Suite, Gmail and general ledger systems. Must be willing to learn and use program-specific software

  • Excellent communication skills, both verbally and written

  • Excellent analytical and problem-solving skills.

  • Proactive in recommending more efficient processes for increased productivity

SUBJECT TO REVIEW FOR PURPOSE OF ADAAA JASA IS COMMITTED TO EQUAL EMPLOYMENT OPPORTUNITY

Skills Required

  • Bachelor’s degree in Accounting
  • At least seven years of general ledger experience
  • Ability to manage multiple projects and meet deadlines
  • Proficiency with computer systems, Microsoft Suite, Gmail, and general ledger systems
  • Willingness to learn and use program-specific software
  • Excellent verbal and written communication skills
  • Excellent analytical and problem-solving skills
  • Ability to recommend process improvements that increase productivity
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The Company
HQ: New York, New York
3,749 Employees
Year Founded: 1968

What We Do

JASA is the go-to non-profit serving older New Yorkers. Our goal is to keep seniors living safely in their own homes and communities, connected to the people and places that give them meaning.

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