Financial Services Associate Director

In select cases, and depending on market conditions or exceptional candidate qualifications, compensation may exceed this range, provided it aligns with applicable law and our compensation policies.

Aztec Shops offers a comprehensive benefits package that includes a CalPERS defined-benefit retirement plan; a choice of CalPERS medical plans and dental coverage with significant employer contributions for employees and eligible dependents; and employer-paid basic life/AD&D and long-term disability insurance. Eligible employees may also qualify for lifetime medical benefits upon meeting applicable age and service requirements. Additional benefits include 24 days of vacation and 12 days of sick leave annually, paid holidays, up to $5,000 per year in tuition reimbursement, voluntary 403(b) and 457 retirement savings plans, flexible spending accounts, employer EAP including financial wellness resources, and additional employee benefits.

Additional information about our compensation scales is available at: www.aztecshops.com/employment.

SUMMARY:

The Associate Director of Financial Services, reporting to the Financial Services Director, will lead the day to day operations of the Financial Services Department, including Accounting, Financial Reporting, Tax, Accounts Receivable, Sales Audit and compliance with local, state and federal law. This role requires a proactive and detail-oriented individual who excels at learning new processes and analyzing complex financial information. The ideal candidate will demonstrate proficiency in analyzing large datasets using Microsoft Office, Microsoft Workspace and Financial Management Software as well as strong leadership skills, an aptitude for strategic thinking and a commitment to high standards of financial integrity and compliance.

ESSENTIAL DUTIES AND RESPONSIBILITIES DEPENDING ON LOCATION:

NOTE: The duties listed below are examples of the variety and general nature of those performed by employees in this job description. The list is descriptive only and should not be used for any other purpose. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. This is not an all-encompassing list and additional duties may be assigned based on business needs. The responsibilities listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Oversee and manage the month-end close process to ensure timely and accurate preparation of financial statements. This includes the preparation of various analyses, statements and reports as needed, ensuring all financial information is accurate, complete, and delivered within established deadlines.
• Identify and implement enhancements to streamline and optimize the efficiency and effectiveness of the month-end close process.
• Responsible for complex accounting concepts and principles, including but not limited to Long Term Debt and Lease Accounting (ASC 842), ensuring accurate application and compliance with relevant standards.
• Provides operating managers and non-financial personnel training in the use and interpretation of financial data.
• Oversee the year-end audit process, serving as the primary liaison with auditors to ensure a smooth and efficient audit. Coordinate the preparation and delivery of necessary documentation and respond to audit inquiries as needed.
• Coordinate and lead the preparation and development of the annual budget, ensuring alignment with organizational goals and accurate financial reporting.
• Identify and address issues related to financial accounting software, offering effective solutions to meet organizational needs and improve system functionality.
• Maintain and update the chart of accounts, including the creation of new hierarchical, statistical, and general ledger accounts as required to support financial reporting and organizational needs.
• Manage and oversee all aspects of bank account administration, including account set-up, maintenance, reconciliation, and ensuring optimal use of bank services.
• Select, train and evaluate team members while providing leadership and setting priorities. Offer guidance and support on complex accounting issues, foster cross-training to enhance team versatility, and promote a collaborative environment to achieve corporate objectives. Regularly assess and adjust work procedures and workloads in response to new developments and changing needs.
• Examines and reviews department expenditures in an effort to maintain cost controls.
• Develops and maintains working relationships with customers, coworkers, student organizations, faculty, staff, university personnel, government agencies, and vendors.
• Must comply with and ensure continued, consistent compliance with all company policies, and local, state, and federal laws/regulations including but not limited to: employment, safety, health.
• Other duties as assigned.

Job Requirements:

MINIMUM EDUCATION, TRAINING AND EXPERIENCE REQUIRED: The minimum requirement for applicants is a Bachelor's degree in Accounting, Finance or related professional degree, licensed Certified Public Accountant is required, plus at least seven years experience in accounting and at least two of the seven years in a supervisory capacity or equivalent combination of education and experience.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

LANGUAGE SKILLS: Strong verbal and written communication is essential for clearly conveying financial information, collaborating with team members and interacting with stakeholders. Requires the ability to follow verbal and written instructions, guidelines and objectives. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from employees, subordinates, vendors, other departments, customers and the general public.

MATHEMATICAL SKILLS: Ability to solve equations and apply algebraic principles to financial problems such as calculating interest and analyzing financial ratios. Must have proficiency in calculating present and future values of investments, amortization schedules and loan repayments. Must have the ability to analyze financial data and trends, identify discrepancies, and provide insights based on quantitative information.

REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Requires excellent analytical, quantitative skills, organizational and management skills.

MANUAL DEXTERITY: Must be able to utilize a computer. Requires the ability to use a variety of office machines and equipment.

PHYSICAL COMMUNICATION: Must have the ability to talk/expressing and/or exchanging ideas and hear/perceiving sounds.

PHYSICAL DEMANDS: Must be able to operate office equipment such as computers, copy machines, fax machines, and to operate a 10-key calculator. While performing the duties of this job, the employee is frequently required to sit; handle objects; keypad or papers and reach. Extensive use of computers and monitors is required. Physical demand requirements are at levels for sedentary work. Employees are occasionally required to stand, walk/move. Must be able to move, lift or carry heavy objects or materials up to 10 pounds. Specific visual abilities required by this job include close vision, and color vision for extensive reading and interpretation of reports and documents.

WORKING CONDITIONS AND HAZARDS Work is regularly performed in a traditional office setting but includes potential off-site work at venues and other operating units. There may be exposure to airborne particles created from incoming boxes and merchandise. The noise level in the work environment is usually low to moderate. Occasionally will be required to attend outdoor events at Snapdragon (and other campus locations) that would require prolonged walking, standing and exposure to varying weather conditions, dust allergens, work temperatures and noise. Ability to occasionally work nights, weekends and holidays as business needs dictate.

SUPPLEMENTAL INFORMATION:

The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act pursuant to California Penal Code Section 11166.5.

BACKGROUND CHECK INFORMATION:

A background check will be conducted after a conditional offer of employment is extended by the company and accepted by the applicant and must be satisfactorily completed prior to any applicant beginning work in a full-time, part-time non-student, or sensitive student capacity with Aztec Shops Ltd.

Background checks will include, at minimum, verification of education and employment histories, criminal records, national sex offender registry check, and references. Additionally, based on the nature and scope of the position, the background check may also include a credit report, motor vehicle report, and verification of professional licenses.

Failure to answer background check questions honestly, and satisfactorily complete the background check may affect the employment status of applicants or continued employment of current Aztec Shops employees who apply for promotional positions which require a background check.

Aztec Shops Ltd. complies with all applicable federal, state and local laws, including California Fair Chance Act, when conducting background checks.

Aztec Shops will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Aztec Shops is concerned about criminal history that is directly related to the job, you will be given notice and an opportunity to respond and provide additional information such as rehabilitation efforts or mitigating circumstances, or information pertaining to the accuracy of the background report. Aztec Shops will consider all evidence of rehabilitation and mitigating circumstances. Find out more about the Fair Chance Act by visiting the Civil Rights Department Fair Chance Act webpage.

Aztec Shops is a diverse community representing many perspectives, beliefs, and identities. We are committed to fostering an inclusive, respectful culture that promotes open communication, mutual respect, and a sense of belonging, to support the success of both our employees and students.

All Aztec Shops programs and activities are open and accessible to all individuals, regardless of race, sex, color, ethnicity, or national origin, and other characteristics protected by law. Consistent with California and federal civil rights laws, Aztec Shops maintains a Nondiscrimination Policy that prohibits discriminatory preferential treatment, segregation, and all forms of unlawful discrimination, harassment, and retaliation in all programs, policies, and practices.

Aztec Shops is dedicated to providing equal opportunity in employment and ensuring that no employee or applicant faces unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, national origin or any other characteristic protected by law. This commitment applies to all aspects of employment, including but not limited to recruitment, hiring, promotion, compensation, benefits, training, job assignments, disciplinary actions, and terminations.

Our commitment to equal opportunity ensures that every employee has access to the resources and support needed to thrive and succeed. Aztec Shops complies with Title VII of the Civil Rights Act of 1964, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, and other applicable state and federal anti-discrimination laws.

For additional information about the SDSU campus policy please visit Affirming Equal Opportunity.