Reports to the President and CEO and is a member of the senior management team, participating in pivotal decisions as they relate to strategic planning and policies, as well as the day-to-day activities.
Makes recommendations to Senior Management, Board of Directors, Executive Committee, and Finance & Audit Committee, and ensures their decisions are implemented.
Is directly responsible for oversight of all Accounting/Finance and IT activities of the California Bankers Association (CBA), Banker Benefits, and CBA Group Insurance ERISA Trust (collectively, the “Companies”).
Is a hands-on member of the Accounting team.
Provide accurate, monthly and other timely financial reporting for all Companies to Association management
Oversee relationships with financial statement auditors
Oversee Accounting department, including General Accounting, Accounts Payable, Accounts Receivable, Payroll, and 401(k) administration
Evaluate, implement, improve, and monitor internal controls
Write, implement, update, and monitor Association policies relating to Accounting/Finance
Oversee investment portfolio and investment policy adherence
Manage short-term cash needs and cash management policy adherence
Maintain effective banking relationships
Oversee the budgeting process including departmental expense, capital, payroll, and membership dues budgets
Provide forecasts and other financial analysis
Ensure adequacy of insurance policies to mitigate Association risk
Provide financial leadership, analysis, and risk assessment for strategic initiatives, business ventures, new service offerings, and potential investments
Oversee Information Technology (IT) department, including software and hardware needs
Oversee CRM system
Evaluate and monitor software used by the Association and maintain vendor relationships
Provide special reports or perform additional projects as assigned by the CEO
Boards & Committees
Act as staff liaison to the Finance & Audit Committee, including providing financial reporting, scheduling meetings, developing agendas and supporting materials, getting required committee approvals, recommending financial statement audit firm, and ensuring the committee meets all charter duties
Provide materials and attend Executive Committee, CBA and Banker Benefits board meetings to provide financial reporting and input
Provide requested information and support to all committees governing the Companies
Act as staff liaison to the CBA ERISA Trust Committee including providing financial reporting, scheduling meetings, developing agendas and supporting materials, getting required committee approvals, , and ensuring the association meets all fiduciary and administrative duties
Act as manager of Employee 401k Committee, working directly with 401k advisors to identify agenda items, scheduling quarterly committee meeting and staff education, and provide agenda materials.
Conduct member outreach as requested
Oversee annual financial statement audits of all Companies
Coordinate preparation of state and federal tax returns, provide all tax information required, and oversee relationship with tax preparers
Prepare quarterly reporting for state lobbyist regulators (FPPC)
Ensure payroll and 401(k) compliance
Oversee regulatory and tax compliance with local or state agencies governing business registrations, sales tax, and property taxes
Provide information and support as required by all governmental agencies
This is a hybrid position located in Sacramento, CA. Position is required to work a minimum of two days per week in the Sacramento office. Please send resume with cover letter.
15 years experience in Accounting management positions with increasing responsibility
Bachelor’s degree in Accounting or Finance
Systems and data analysis experience
Executive-level written and oral communication skills
Since 1891, the California Bankers Association has been here to help our banks prosper. We are uniquely equipped to empower our institutions and move this industry forward.
Bringing members together.
Making our banks better.