Chinese American Service League (CASL) seeks a talented, energetic, and experienced CPA to lead CASL’s Accounting and Finance Department. This is an exceptional opportunity for a candidate with non-profit and governmental service contract experience to lead the energetic Accounting and Finance team, maximize efficiencies, capitalize on technology, strengthen internal and external partnerships and champion CASL’s asset, revenue and expense strategies. The individual will role model the core values of honesty, respect and responsibility, mentor the Accounting & Finance Team and work daily to develop personal and meaningful relationships with partners and team members.
For 40 years, the Chinese American Service League (CASL) has served people of all ages and backgrounds: Providing an educational and cultural foundation for our children, ensuring our seniors live full and independent lives with dignity, enhancing education and training for tomorrow’s workforce, strengthening families while honoring cultural heritage, and securing our community's financial well-being, to almost 12,500 Chicago area residents annually.
CASL has three main funding sources: 1) Government service contracts (including direct and pass-through federal funds), 2) Individual, corporate and foundation grants and donations (managed by the Development team), and 3) Earned service revenue (ripe for growth). Primary expenditures are labor costs (86%), with a team of over 500 employees. Management of government service contracts and related receivables is a main function of the Accounting & Finance Team. CASL’s largest assets are cash & equivalents, contract receivables and the CASL community center building. The largest liabilities are long-term notes payable. CASL has a very healthy unrestricted net asset balance. For the year ended June 30, 2018, CASL received $2,900,000 of federal funds.
The Organization’s most recent audited financial statements are available at www.caslservice.org/mission-and-vision/
We value our employees and support them in learning and growth. We encourage—and even push for—professional development in the field. We value your experience, your expertise, and your input, and we seek your knowledge to expand ours. We work as a team to innovate and express new ideas, learn from our mistakes and celebrate our accomplishments. We constantly seek and implement best practice. Our leadership is supportive, organized, big-picture focused, and constantly asks the question “What do you think? and “How can we support you?”
CASL Programs and Services:
Children and Youth Development: This focus area provides children with the necessary skills to succeed at school while supporting families in their efforts to transition into American culture. It consists of five programs for children 0-18 years old: 1) Family and Learning Resource Center, 2) Early Childhood Education Center, 3)After School Program for Grade, Middle and High Schoolers.
Employment and Financial Empowerment: This focus area improves family financial and housing security through five key areas within a HUD certified program: 1) Adult Employment Program, 2) Chef Training Program, 3) Title V Senior Community Service Employment Program, 4) Housing Counseling, 5) Financial Literacy and Coaching
Senior Wellness and Independence: This focus area impacts the mental and physical health of community seniors, encouraging them to live healthy, happy, independent and engaged lives through four key areas: 1) Adult Day Service, 2) In-Home Service, 3) Pine Tree Senior Council, 4) Evidence-Based Workshops
Community and Family Well-Being: This focus area impacts the stability of the community and family by offering foundational services that safeguard basic needs through the following seven key areas: 1) Immigration Services, 2) Healthcare Outreach and Coordination, 3) Case Management, 4) Public Benefits Assistance, 5) Pro bono Legal Clinic, 6) Community Participatory Research, 7) Advocacy
Cup of Tea: Weekly Saturday meet-ups held for learning and practicing conversational English.
The Director of Accounting & Finance (“DAF”) reports to the COO and oversees the functions of the accounting and finance department and its interaction with the operations and administrative departments of CASL and external grantors, including federal, state and local government entities. The DAF is well versed in the operations of the organization and accounting principles and best practices for internal controls and processes.
DUTIES AND RESPONSIBILITIES
Supervises the accounting and finance team in the performance of ongoing accounting functions. Monitors daily accounting activities, deadlines and proper methods.
Oversees the completion of GATA/indirect cost rate calculations and applications for federal, state and local grants.
Oversees the execution and completion of CASL’s annual financial statement audit, tax form 990 and IL AG990 and grant/contract audits.
Oversees the preparation of assigned financial reports, statements and statistics on agency financial operations for internal and external use.
Oversees the preparation and accuracy of contract billings of governmental agencies on government forms on a timely fashion, including interpretation of contract provisions. Ensures that his/her team works with the respective program managers to (a) monitor actual versus budget contract/grant variances on a monthly basis and make appropriate budget revisions recommendations, (b) monitor and adhere to deadlines for budgets, vouchers, final reports and amendments, and (c) ensure processes for the same are efficient, effective and comply with contract/grant requirements.
Oversees the preparation of weekly & monthly cash flow projections and comparisons, reports to program managers, internal management and the Finance Committee.
Constantly reviews and revises accounting and finance processes to ensure they are efficient, comply with best practices and incorporate appropriate internal controls.
Manages bi-monthly payroll and year-end tasks such as W-2 preparation, 401(k) census testing, etc.
Predicts and responds to Agency needs by managing special projects.
Responsible for the annual/bi-annual budgeting process for the Agency.
Manage the Agency’s cash and investments.
Oversee debt compliance.
Assists the COO with locating, negotiating and securing additional funding contracts.
Works with the Director of Administration to ensure the Agency has appropriate contracts for insurance.
Works with the CEO and COO to ensure the Agency complies with regulatory matters, such as the annual report and tax returns.
Develops and maintains a good working relationship with program managers and ensures open dialog is maintained to with all departments of the Agency.
Ensures appropriate training and work experiences to allow for the continued growth of the accounting and finance team.
Works with management to ensure the accounting and finance department has appropriate external partners, such as auditors and bankers.
Implements innovative accounting tools to reduce time and paper from the accounting and finance processes.
Works with Agency management to select and implement an appropriate accounting system to integrate with that of Development and Programming.
Enters clients’ case notes into Saleforce, if needed.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Bachelor degree in Accounting from an accredited college or university.
Minimum of ten years of experience in accounting and finance with five years of supervision experience. Experience in both public and non-profit accounting preferred.
Proficient and experienced in Microsoft Office or Excel. MAS90 software or Enterprise accounting experience preferred. Proficient with Federal, State & local grants negotiations and reporting.
Experience with earned revenue models.
Basic end-user level understanding and experience with Salesforce is a plus.
Required to frequently sit for extended periods.
Environment and Scheduling:
Work is performed during standard business hours, Monday through Friday generally.
Must be flexible and available to work additional hours when necessary.
About Chinese American Service League
For over forty years, the Chinese American Service League has been the largest, most comprehensive nonprofit social service agency in the Midwest dedicated to the physical, economic, and emotional health of Asian Americans—as well as people of all races, ethnicities, religions, lifestyles, and needs in the greater Chicago area.