Job Summary

Lead CAI financial operations while safeguarding its financial and human resources. Work as key partner with program heads to accomplish annual and long-term goals of volunteer board. Establish credibility throughout the organization as an effective developer of solutions to business challenges. 

Primary Duties

• Financial and administrative leader of organization.
• Actively participate in the development of the organization’s plans, programs and budgets as a strategic partner and business advisor.
• Direct the financial operations of CAI and related entities with the foremost duty being the protection of their assets by utilizing effective internal controls.
• Monthly and year-end reporting of financial results in a transparent manner with attestation to accuracy of year-end audited statements.
• Provide financial compliance to CEO as part of Executive Limitation reporting to Board of Trustees.
• Financial analysis, forecasting, benchmarking and development of financial metrics in support of tactical and strategic plans – the ultimate objective being sound decision making to improve the overall operation and effectiveness of the association.
• Management of CAI's investments in conjunction with investment advisor.
• Lead the annual budget process for CAI and affiliates.
• Negotiate and oversee all business insurance policies including D&O, workers compensation, general business, and fidelity bond as the principal risk management provider of the organization.
• Work with the executive team and CEO to determine price modeling for market rate for products and services.
• Oversee annual audit by independent accountants.

Education: Bachelor's degree and Certified Public Accountant (CPA)

Skills: High ethical standards; effective leader with good communication, interpersonal and analytical skills. Requires a forward thinker with sound judgment and ability to prioritize and balance multiple projects and demands simultaneously. Ability to collaborate and thrive in a team environment with volunteer leaders and staff.

Type Experience: Previous financial and high-level managerial experience in association/not-for-profit organizations. Demonstrated success in organizing and managing internal office operations

Years Experience: 8-10 years

About Community Associations Institute (CAI)

About Community Associations Institute Since 1973, Community Associations Institute (CAI) has been the leading provider of resources and information for homeowners, volunteer board leaders, professional managers, and business professionals in the more than 374,000 homeowners associations, condominiums, and cooperatives in the United States and millions of communities worldwide. With more than 47,000 members, CAI works in partnership with 37 legislative action committees and 63 affiliated chapters within the U.S., Canada, United Arab Emirates, and South Africa, as well as with housing leaders in several other countries including Australia, Spain, Saudi Arabia, and the United Kingdom. A global nonprofit 501(c)(6) organization, CAI is the foremost authority in community association management, governance, education, and advocacy. Our mission is to inspire professionalism, effective leadership, and responsible citizenship—ideals reflected in community associations that are preferred places to call home. Visit us at www.caionline.org and follow us on Twitter and Facebook @caisocial.

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