POSITION OVERVEW

FPSB’s Chief Operating Officer is a leader within the company’s small, but mighty team and shares our passion for the benefits of financial planning. Our COO has the knowledge, skills and abilities needed to manage both strategy and operational processes to lead FPSB’s finance, accounting, and operations functions.

Key responsibilities of this role are:

• Providing executive leadership as part of the FPSB’s leadership team, seeking support for finance and operational issues, providing input on executive-level decisions and providing guidance to / receiving direction from the FPSB Board
• Developing FPSB’s strategic planning and reporting systems; driving strategy execution as part of the FPSB leadership team
• Overseeing all company finance, accounting and budget activities, dealing with international subsidiary matters such as consolidated accounting, territory-specific and cross-border tax compliance, corporate business models and financial reporting
• Coordinating the work of the Audit Committee; overseeing external audit and policy reviews and developing / managing FPSB’s enterprise risk management program
• Managing the daily operations of the company to facilitate and drive operational results

Key attributes for success in this role are:

• Ability to consider FPSB’s big-picture goals and put them into action
• Ability to successfully manage achievement of key projects
• Extensive experience in management accounting and finance
• Proven track record of managing and developing people

EDUCATION AND EXPERIENCE REQUIRED

• Bachelor’s degree in finance or similar specialization; graduate degree or MBA preferred
• 10+ years of experience in non-profit 501(c)(6) financial management, financial analysis and business operations
• 10+ years of experience working with boards of directors / board committees
• Experience working with board-level (as opposed to operational-level) strategy development and execution
• CPA or equivalent experience required

KNOWLEDGE, SKILLS AND ABILITY REQUIRED

• Excellent planning and organizational skills with strong attention to detail
• Deadline driven; ability to multi-task and prioritize efficiently; demonstrated ability to work on multiple projects simultaneously, both as an individual and as a team lead
• A professional demeanor with strong ethical standards and ability to adapt to change
• Ability to maximize cross-departmental collaboration; surfacing creativity among team members and ability to work effectively with others in the organization
• Ability to represent FPSB to global stakeholders with professional poise and cultural savvy
• Excellent writing and verbal communication skills; knowledge of English grammar and ability to proofread and edit others’ written work
• Strong team orientation and ability to work cross-functionally
• Excellent writing skills

About Financial Planning Standards Board

FPSB is the global standards-setting authority for the global financial planning profession; establishing, upholding and promoting competency, ethics standards, and certification requirements for the CERTIFIED FINANCIAL PLANNER certification program internationally. FPSB partners with organizations around the world that are committed to building the financial planning profession and helping consumers take control of their financial futures.

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