The International Trademark Association (INTA) is a global not-for-profit association of trademark owners and professionals dedicated to supporting trademarks and related intellectual property in order to protect consumers and to promote fair and effective commerce. Central to INTA’s success in servicing its members is the implementation of its strategic plan. INTA is a membership-based association with departments that are responsible for: public policy and advocacy; meetings and events; legal resources; membership acquisition and retention; marketing; communications, information technology; finance; and administration. INTA has offices in New York City; Brussels; Santiago, Chile; Shanghai; Singapore; and Washington, DC.
As part of the senior management team and reporting to the Chief Executive Officer, the Director of Finance will perform a key role in advancing the strategic plan by providing leadership and direction in the areas of accounting and finance, providing responsible financial solutions to meet the needs of INTA’s members and staff.
SUMMARY OF POSITION
Reporting to the Chief Executive Officer and serving as an integral member of the senior management team, the Director, Finance is a hands-on leader with a proven track record of forward-looking problem solving and change management providing strategic leadership and tactical direction on all financial matters of the Association.
- Responsible for overall management and integrity of financial information and systems for all INTA Offices.
- Evaluates the financial impact of all strategic initiatives, all revenue streams, and all operating and capital expenditures.
- As a business partner to all budget owners, develops a responsible comprehensive annual operating budget and rolling forecasts.
- Acts as liaison to Board Treasurer, and the Finance and Audit Committees of the Board of Directors in the review and analysis of the Association’s financial matters.
- Manages three person professional staff, and vendors and consultants, including the relationships with banking institutions, investment advisors, auditors, VAT consultants, benefits providers, and insurance brokers.
DUTIES & RESPONSIBILITIES
- Maintains a documented system of accounting policies and procedures that guarantee an adequate level of control over all financial activities
- Supervises the Finance Department staff, including the design of an organizational structure adequate for achieving the department's goals and objectives
- Conducts the Association-wide annual budget process, working directly with all department heads and Chief Representatives
- Maintains all banking relationships
- Manages the day-to-day relationship with the Association’s investment advisors to maximize the Association’s financial assets while minimizing financial exposure
- Leads the annual audit process, tax and other statutory filings for all jurisdictions, ensuring compliance with all government agencies
- Administers oversight for the 401(k) plan, including deferrals, matches and other transactions; completes year-end reporting, including annual 5500 filing
- Oversees all VAT registrations, reporting and compliance with all regulations imposed by local authorities
- Advises members of management on financial planning, budgeting, cash flow, investment priorities, risk management, and policy matters
- Contributes to the development of INTA’s strategic goals and objectives as well as the overall management of the organization
- Promotes a culture of high performance and continuous improvement that values learning and a commitment to quality
- Ensures that payment requests are paid in a timely manner
- Ensures that periodic bank reconciliations are completed
- Maintains INTA’s chart of accounts
- Maintains a system of controls over accounting transactions in accordance with GAAP
- Budget and Reporting
- Coordinates and manages the annual budget development process, including operating budgets, capital and cash flow budgets and all corresponding forecasts
- Issues accurate, timely and complete comparative financial statements to all stakeholders
- Calculates budget and forecast variances and provides financial analyses on a periodic basis to Management and Board of Directors
- Reports significant issues to management as appropriate
- Coordinates all aspects of the annual audits and other statutory filings
- Supports the Board’s Finance and Audit Committees
- Performs other duties and functions as assigned.
- Development of systems and procedures to improve the overall effectiveness of the Association
- Continual improvement of the budgeting and forecasting processes
- Provision of strategic financial and operational input and leadership
- Superior management skills; ability to influence and engage direct and indirect reports and peers
- Ability to define expectations and manage the results of all personnel assigned to the financial and accounting function
- Strong mentoring and coaching experience to a team with diverse levels of expertise