Currier and Associates, Inc. - Financial Services Specialist

CURRIER & Associates, Inc.
504R Merrimac Street
Newburyport , MA 01950

Tel: 978-465-7644 Fax: 978-462-5010 E-mail: info@currierdesigns.com

COMPANY OVERVIEW

Currier & Associates, Inc. is a leading full service interior design firm specializing in the creation of enriching living and working environments. We are seeking an individual to join our team of nearly 20 people as the financial services manager. This person will play a key role is managing the financial activities of the company in supporting the company's overall ability to develop uplifting, functional environments that reflect the values of the client and the needs of the people who will live and work in them. Our hallmark of success is the exceptional value we provide though intimate, detail-oriented service coupled with design creativity and comprehensive project coordination and execution that maximizes each client’s investment. Since l979, we have completed over 800 projects that include interior design, space planning, interior architecture, cost estimates, project coordination, purchasing and installation services for senior living, commercial, retail, hospitality, healthcare, institutional and residential clients.

The company is committed to personal growth and the evolution of a proactive, can-do culture in which each team member is able to support the collective core ideology and shared values.

POSITION DESCRIPTION

Financial Services Manager

Goal:	To provide all clients, team members and outside resources with the accounting and financial documents, communications, information, payments and support required for the business to operate in a responsive, professional, efficient and profitable manner.

Objective:	To develop and issue all financial documents in a timely and accurate fashion and in compliance with accepted accounting practices so the above goal and annual objectives are achieved.

Scope:	This position encompasses all full-charge bookkeeping and in-house accounting functions in support of all operations of the business. The majority of time will focus on the ensuring that the company captures, reviews and reports on the financial aspects of its operations. Duties include Human Resource activities and maintenance of related files, A/P and A/R processes, the preparation of all company financial reports, production of reports required to evaluate project performance, management of accounting personnel and accounting functions related to purchasing services. The person in this position serves on the company planning team. Travel is minimal.

Reporting Relationships:

Reports to -	CEO
Supervises -	Financial Services/Accounting Support Staff
Works closely with -	All team members Client Contacts Resources/Suppliers

Major Responsibilities:

1. Maintain financial filing systems.
2. Record activities.
3. Process all financial documents and data.
4. Ensure accurate accounting for client and company purchases.
5. Develop financial data.
6. Issue financial information and reports.
7. Contribute to plans.
8. Contribute to new business.
9. Undertake special projects

Qualifications:

Be considered a pro-active, take charge professional. Possess a positive attitude toward life and work and share and support the foundation and core values of the company.

1. Experience

	a)	Education – Possess a college degree in accounting, or in business or financial management with a major in accounting.

	b)	Experience - Have six or more years experience in the bookkeeping/accounting/financial management function of an organization(s) with revenues of $2 million or more.

	c)	Types of Experience – Have developed financial reports and executed all accounting activities for a multi-function business.

2. Competencies

	a)	Financial Knowledge - Have demonstrated the ability to develop a variety of reports, analyses and presentations about the financial operations of a company.

	b)	Relationships - Have demonstrated the ability to develop and maintain open communications and a close working relationship with a variety of individual personalities and to have obtained their confidence.

	c)	Leadership - Able to lead, motivate and generate enthusiasm among other team members or resources toward the completion of routine accounting/bookkeeping activities and the development and completion of financial reports.

3. Skills and Proficiencies

	a)	Communications - Have excellent verbal and written communications skills including the ability to make effective presentations to small and large audiences.

	b)	Computer Skills - Possess QuickBooks expertise and proficiency with all Windows/Microsoft Office applications: Word, Excel, Access and Outlook.

	c)	Organization – Be passionate about being well organized and keeping accurate and comprehensive details.

	d)	Project Coordination - Able to work within established processes to contribute to internal and multiple client projects. Help ensure the development and completion of projects so they are completed as planned, on time and within budget.

	e)	Time Management - Able to establish priorities given multiple requests and to accomplish tasks according to previously agreed upon schedules. Ability to accommodate a flexible work schedule that is responsive to client/team/project requirements.

	f)	Teamwork - Known as communicative, cooperative, timely and responsive in an honest and open manner. Effective working up, down and across an organization.

Plus Qualifications:

1.	Have managed the bookkeeping/financial services function of a company.

2.	Proficiency addressing Level 2 IT systems and software issues and questions.

3.	Experience with a business that has a financial system based on detailed time records,billings, documentation, etc.

4.	Experience in an architectural or interior design firm.